Reviewing the Customer's Credit Profile on the Collections Workbench

Credit Profile Tab

COLLECTION_WRKBNCH

View the current and past circumstances of the selected customer's credit.

Risk Score Details Page

AR_RISK_DTL_SBP

Click the Risk Score value link on the Credit Profile tab to review risk score details.

See the Credit Profile Tab for more information.

Customer Messages Page

CUST_MESSAGES

Click the Customer Messages link on the Credit Profile tab to display any messages sent to the customer on various documents such as a statement, reminder notice, and more.

Balance

Displays the current outstanding balance for the selected customer. Click the Balance amount link to display the Items tab, which contains the list of items and their amounts that were purchased to make up this balance amount. The Total Amount on the Items tab should equal the Balance amount on the Credit Profile tab.

Past Due

Displays the amount of the outstanding balance owed that is currently past due. Click the Past Due amount link to display the Items tab, which contains a list of items and their amounts that are past due.

Credit Limit

Displays the current credit limit for this customer. This value is derived from the Customer Information – Credit Profile page (Customers > Customer Information > General Information > select 0030 – Credit Profile in the General Info (information) links field

Risk Score

Displays the risk score that is calculated based on setting up risk scoring rules and running the Request Risk Scoring process (AR_RISK). Click the Risk Score value link to access the Risk Score Details page (AR_RISK_DTL_SBP).

See Generating Risk Scores.

Collector

Displays the collector ID and name assigned to this customer on the Bill to Options page (Customers, Customer Information, General Information, select 0030 – Credit Profile in the General Info (information) links field).

Risk Level

Displays the level of risk for this customer, which is set up on the Credit Profile page (Customers, Customer Information, General Information, select 0030 – Credit Profile in the General Info (information) links field).

Credit Class

Displays the credit class for this customer, which is set up on the Credit Profile page (Customers, Customer Information, General Information, select 0030 – Credit Profile in the General Info (information) links field).

D&B Rating (Dun & Bradstreet rating)

Displays the Dun & Bradstreet credit rating for the selected customer. You can purchase a Dun & Bradstreet Report for a customer, which you can integrate with PeopleSoft. This Dun & Bradstreet rating is derived from the Dun & Bradstreet Report's Credit and Risk page.

See Obtaining D and B Credit Reports.

Credit Hold

If this check box is selected, the customer has been put on a credit hold. When you run the Condition Monitor process, the process searches for customers with credit holds and creates an action based on the rules that you define.

See Condition Monitor Page.

Customer Messages

Click this link to access the Customer Messages page.

Use the Customer Messages page (CUST_MESSAGES) to display any messages sent to the customer on various documents such as a statement, reminder notice, and more.

See General Information - Messages Page.

Promises: Fiscal Year to Date group box

Displays the number of Open, Kept, and Broken promises for this year and last year.

See Understanding Conversations.

Breakdown Balances grid

Displays the setid, business unit, item balance and currency for a specific customer.