UX One: Credit Manager Page
The Credit Manager page (P03B003X|W03B003XA) enables credit managers to receive alerts about outstanding credit requests and issues, receipt batches that need attention, and sales orders on hold for credit reasons. The page also enables credit managers to review analytical data about their customers, and provides easy access to frequently used programs.
To access the UX One Credit Manager page, log in to the EnterpriseOne system using the Credit Manager role.
This graphic illustrates the Credit Manager page:
Watchlist Alerts
These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.
This table lists and describes the watchlist alerts that are available on the Credit Manager page:
Watchlist Alert |
Description |
|---|---|
Credit Limit Exceeded |
This alert tells users how many customers are currently exceeding their credit limit. This alert is based on the Account Balance Inquiry program (P03B218). When you click the alert, the system displays the Account Balance Inquiry form. The following form layout is available:
The following grid format is available:
|
Credit Limit Changed |
This alert tells users how many customers have had a change to their credit limit. This alert is based on the Account Activity Log program (P03B31). When you click the alert, the system displays the Account Activity Log form. The following form layout is available:
The following grid format is available:
|
Credit Review Requested |
This alert tells users how many customers are currently awaiting credit review. This alert is based on the Credit Granting/Management program (P03B305). When you click the alert, the system displays the Credit Inquiry form. The following form layout is available:
The following grid format is available:
|
Credit Review Overdue |
This alert tells users how many customers are currently overdue for a credit review. This alert is based on the Credit Granting/Management program (P03B305). When you click the alert, the system displays the Credit Inquiry form. The following form layout is available:
The following grid format is available:
|
Receipt Batches in Error |
This alert tells users when there are receipt batches that are in error. This alert is based on the Batches program (P0011, version ZJDE0009). When you click the alert, the system displays the Work With Batches form. The following form layout is available:
The following grid format is available:
Additionally, the system displays the updated Work Center on the right side of the form. See Work Center CafeOne Application in the JD Edwards EnterpriseOne Tools Foundation Guide. |
Pending Receipt Batches |
This alert tells users how many receipt batches are currently pending. This alert is based on the Batches program (P0011, version ZJDE0009). When you click the alert, the system displays the Work With Batches form. The following form layout is available:
The following grid format is available:
Additionally, the system displays the updated Work Center on the right side of the form. See Work Center CafeOne Application in the JD Edwards EnterpriseOne Tools Foundation Guide. |
Receipt Batches Out of Balance |
This alert tells users how many receipt batches are currently out of balance. This alert is based on the Batches Out of Balance program (P007032, version ZJDE0003). When you click the alert, the system displays the Batches Out of Balance form. The following form layout is available:
The following grid format is available:
|
Sales Orders with Credit Hold |
This alert tells users how many sales orders are currently being held for credit reasons. This alert is based on the Held Order Release program (P43070, version ZJDE0002). When you click the alert, the system displays the Work With Held Orders form. The following form layout is available:
The following grid format is available:
|
For additional information about the programs accessed by these watchlist alerts, see these topics in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide:
Additionally, see Releasing Held Orders in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide.
Charts
These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.
This table lists and describes the charts that are available on the Credit Manager page:
Component Title |
Description |
|---|---|
Invoice Amount Trend by Payor (P03B202X|W03B202XD) |
Use this chart to view invoice amount trends by payor for an extended period of time. This chart is based on the One View Customer Ledger Inquiry program (P03B2022). |
A|R Write-offs by Customer and Write-off Reason Code (P03B720X|W03B720XD) |
Use this chart to view the amount of accounts receivable writer-off amounts by customer and reason code. This chart is based on the One View Customer Receipt/Draft Inquiry program (P03B720). |
Receipt Trend by Payor (P03B720X|W03B720XB) |
Use this chart to view receipt amounts by payor over an extended period of time. This view enables you to identify receipt trends. This chart is based on the One View Customer Receipt/Draft Inquiry program (P03B720). |
For additional information about the programs associated with these charts, see these topics in the JD Edwards EnterpriseOne Applications One View Reporting User Guide:
Springboard Tasks
You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.
This table lists and describes the tasks on the Credit Manager page:
Task |
Description |
|---|---|
Credit Granting and Management |
Use this task to access the Credit Granting/Management program (P03B305). The following form layout is available:
The following grid format is available:
|
Account Balance Inquiry |
Use this task to access the Account Balance Inquiry program (P03B218). The following form layout is available:
The following grid format is available:
|
Account Activity Log |
Use this task to access the Account Activity Log program (P03B31). The following form layout is available:
The following grid format is available:
|
Account Statistical Summary |
Use this task to access the Account Statistic History program (P03B16). |
Customer Ledger Inquiry |
Use this task to access the Customer Ledger Inquiry program (P03B2002, version ZJDE0001). |
Customer Receipts Inquiry |
Use this task to access the Standard Receipt Entry program (P03B102, version ZJDE0001). |
Customer Service Inquiry |
Use this task to access the Sales Order Entry program (P4210, ZJDE0001). |
Aging Open Amounts by Customer |
Use this task to access the Aging Open Amounts by Customer As Of chart (P03B202X|W03B202XA). This chart is based on the One View Customer Ledger Inquiry program (P03B2022). |
For additional information about the programs accessed by these tasks, see these topics in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide:
Additionally, see Entering Sales Orders for Customer Service Representatives in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide.