Working with Credit Card Applications by Customer
Purpose: Credit Card Applications by Customer allows you to review the credit cards offered to the customer during the credit card application process and whether the customer has accepted the credit card offer.
You can use this screen to update the customer’s last response to a credit card offer. You can update the customer’s last response to a credit card offer to:
• Declined. The customer wishes to decline all future offers of the credit card and does not want to be asked again to apply for the credit card. If the customer’s last response is declined, the system will not initiate the credit card application process for this customer again.
• Cancelled. The customer was a card holder of the credit card, but has since decided to cancel the card. If the customer’s last response is cancelled, the system will not initiate the credit card application process for this customer again.
• Refused. The customer refused the last credit card offer. If the customer previously declined any future offers, but now wishes to apply for a credit card, you can update the last response to refused so that the system will initiate the credit card application process the next time the customer places an order. Note: If you update the customer’s last response to refused, you must also remove the date in the Last customer response date field so that the next time the customer places an order, she will qualify for the credit card application process, regardless of the setting of the Number of Days for CC Application Request (J81) system control value.
For more information: See Credit Card Applications Overview and Setup for an overview of the credit card application process and required setup.
In this topic:
• Work with CC Application By Customer Screen
• Change CC Application Status Screen
• Display CC Application Status Screen
Work with CC Application By Customer Screen
Use this screen to review the private label credit cards offered to the customer and whether the customer has accepted the credit card offer.
How to display this screen: Enter 1 next to the Credit Card Application Information option at the More Customer Sold To Options Screen.
CSR1454 DISPLAY Work with CC Application By Customer 9/18/07 14:36:52 KAB Co
Customer # : 13601 LETENDRE, LINDA J
Cust Last App Op Credit Card Description Response Status Application #
Type options, press Enter. 2=Change 5=Display
KAB APPAREL Accepted Approved 070502201154
KAB HOME GOODS Accepted Approved 777502201154
F3=Exit F12=Cancel |
Field |
Description |
Customer # |
The number and name of the customer whose credit card applications you are reviewing. The last name, first name, and middle initial displays to the right of the customer number; for example: 12766 LAST NAME, FIRST NAME I If a company name is defined instead of a last name, the company name displays to the right of the customer number; for example: 12766 COMPANY NAME If both a company name and last name are defined for the customer, the company name followed by the last name, first name and middle initial displays to the right of the customer number; for example: 12766 COMPANY NAME ATTN: LAST NAME, FIRST NAME I Customer number: Numeric, 9 positions; display-only. Company name: Alphanumeric, 30 positions; display-only. Sold to name: Alphanumeric, 40 positions; display-only. |
Credit card description |
A description of the credit card offered to the customer. Alphanumeric, 30 positions; display-only. |
Customer last response |
The last response received from the customer for the credit card offer. Valid values: • Accepted = The customer accepted the credit card offer. • Refused = The customer refused the credit card offer. • Declined = The customer declined the credit card offer and does not want to be asked again to apply for the credit card. • Cancelled = The customer cancelled the credit card. Alphanumeric, 10 positions; display-only. |
Application status |
The status of the credit card offer for the customer. Valid values: • Approved = The credit card service approved the customer for the credit card. The customer is now a card holder of this credit card. • Declined = The credit card service declined the customer for the credit card. The customer is not a card holder of this credit card. Alphanumeric, 10 positions; display-only. |
Application # |
The application number assigned to this customer for the credit card offer. Numeric, 20 positions; display-only. |
Error text (unlabeled field below Credit card description) |
A description of the error that occurred during the credit card application process. Alphanumeric, 70 positions; display-only. |
Screen Option |
Procedure |
Change a credit card offer for the customer |
Enter 2 next to a credit card application to advance to the Change CC Application Status Screen. |
Display a credit card offer for the customer |
Enter 5 next to a credit card application to advance to the Display CC Application Status Screen. |
Change CC Application Status Screen
Purpose: Use this screen to update the customer’s last response to a credit card offer.
You can update the customer’s last response to a credit card offer to:
• D (Declined). The customer wishes to decline all future offers of the credit card and does not want to be asked again to apply for the credit card. If the customer’s last response is declined, the system will not initiate the credit card application process for this customer again.
• C (Cancelled). The customer was a card holder of the credit card, but has since decided to cancel the card. If the customer’s last response is cancelled, the system will not initiate the credit card application process for this customer again.
• R (Refused). The customer refused the last credit card offer. If the customer previously declined any future offers, but now wishes to apply for the credit card, you can update the last response to R so that the system will initiate the credit card application process the next time the customer places an order. Note: If you update the customer’s last response to refused, you must also remove the date in the Last customer response date field so that the next customer’s order will qualify for the credit card application process, regardless of the setting of the Number of Days for CC Application Request (J81) system control value.
How to display this screen: Enter 2 next to a credit card application at the Work with CC Application By Customer Screen.
CSR1455 CHANGE Change CC Application Status 9/18/07 15:02:24 KAB Co
Customer # . . . . . . : 13601 LETENDRE, LINDA J Credit card description: KAB APPAREL Credit card offer . . .: 28601041479613
Last cust response . . A Accepted Last cust resp date . 50407 Application response : Approved Application # . . . : 777502201154 Error text:
F3=Exit F12=Cancel |
Field |
Description |
Customer # |
The number and name of the customer whose credit card applications you are reviewing. The last name, first name, and middle initial displays to the right of the customer number; for example: 12766 LAST NAME, FIRST NAME I If a company name is defined instead of a last name, the company name displays to the right of the customer number; for example: 12766 COMPANY NAME If both a company name and last name are defined for the customer, the company name followed by the last name, first name and middle initial displays to the right of the customer number; for example: 12766 COMPANY NAME ATTN: LAST NAME, FIRST NAME I Customer number: Numeric, 9 positions; display-only. Company name: Alphanumeric, 30 positions; display-only. Sold to name: Alphanumeric, 40 positions; display-only. |
Credit card description |
A description of the credit card offered to the customer. Alphanumeric, 30 positions; display-only. |
Credit card offer |
The offer number associated with the order. The credit card service assigns a credit card offer number during the Pre-Approval phase of the credit card application process. A credit card offer number is required when initiating the credit card application process from outside Order Entry. Alphanumeric, 30 positions; display-only. |
The last response received from the customer for the credit card offer. Valid values: • A (Accepted) = The customer accepted the credit card offer. • R (Refused) = The customer refused the credit card offer. • D (Declined) = The customer declined the credit card offer and does not want to be asked again to apply for this credit card. • C (Cancelled) = The customer cancelled the credit card. Alphanumeric, 1 position; required. |
|
The date the last customer response was received. The Number of Days for CC Application Request (J81) system control value uses this date to determine the next time to offer the credit card to the customer. If this field is blank, and the customer’s last response is A (accepted), R (refused) or blank, the system will offer the credit card to the customer then next time the customer places an order. Note: If you update the customer’s last response to R (refused), you must also remove the date in the Last customer response date field if you want the next customer’s order to qualify for the credit card application process, regardless of the setting of the Number of Days for CC Application Request (J81) system control value. Numeric, 6 positions (MMDDYY format); required. |
|
Application response |
The response received from the credit card service, indicating if the customer was approved for the credit card offer. Valid values: • Approved = The credit card service approved the customer for the credit card offer. The customer is now a card holder of this credit card if the Last customer response is also A (approved). • Declined = The credit card service declined the customer for the credit card offer. The customer is not a card holder of this credit card. Alphanumeric, 10 positions; display-only. |
Application # |
The application number assigned to this customer by the credit card service for the credit card offer. Numeric, 20 positions; display-only. |
Error text |
A description of the error that occurred during the credit card application process. Alphanumeric, 75 positions; display-only. |
Display CC Application Status Screen
To display: Enter 5 next to a credit card application at the Work with CC Application By Customer Screen to display credit card applications by customer. You cannot change any information on this screen. See the Change CC Application Status Screen for field descriptions.
| Customer API Report: Customers In Error | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Reset Customer Sold To $ On Order (RONO) |
CS03_25 CWDirect 18.0.x 2018 OTN