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Capturing Credit Requests for an Event Quote

The Credit Request view allows the sales representative and event manager to determine the credit status and log credit information for an event group that requests credit for event costs.

This task is a step in Adding Details to an Event Quote.

To enter credit check information for an event quote

  1. Navigate to the Quotes screen > Quotes List view.
  2. In the Quotes list, query for and select the quote.
  3. In the Quote record, click the link in the Name field.
  4. Click the Credit Requests view tab.
  5. In the Credit Requests list, add a record, complete the fields, and save the record.

    The following table describes some of the fields.


    Request Type

    Check or Reserve. Check allows the user to precheck the group's credit to determine the credit rating before the group's arrival. Only Hold, T1 and T2-designated groups are eligible for the Check request type. A Reserve Request Type is required for a group with a Definite status.

    Credit Requested Date

    Shows the date of the credit request.

    Account to Charge

    Primary or Intermediary. An intermediary account is related to the primary account, and the relationship is established during Opportunity creation.

    Request Status

    Options are Pending, Recommend, Warn, Deny, and Cancel.

    Credit Request Amount

    The amount of credit that is requested.

    Direct Bill Application Approved

    The status of the credit application received by accounting. This check box indicates to the sales representative and event manager whether or not an alternate method of payment is required.

    Direct Bill Application Received

    This field is used by hospitality properties that are not connected to a credit system. When selected, the check box indicates to the sales representative and event manager that the customer has completed the direct bill application.

    Credit Requested By

    Automatically populated with the User ID of the individual who submits the request for credit approval using a credit system.

NOTE:  This credit check functionality is for information purposes only. In order for the credit check to work, an integration with a credit system must be built.

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