Activating Workflow Messages for Credit and Collection Managers

When you add or change the credit limit, the system sends a workflow message to the credit manager. The message indicates that the change is pending approval. This credit limit change is not reflected on the Customer Master Revision form until the appropriate credit manager approves the change.

Additionally, the system sends workflow messages to the collection manager when you run the Credit Analysis Refresh program, according to the policy that is set up for the customer.

For the credit and collection managers to receive workflow messages, the user profiles for the user and the credit and collection managers must be associated with a valid address book number. You set up this association by creating records in the User Profile program (P0092).

See JD Edwards EnterpriseOne Tools Security Administration Guide.

Additionally, the credit and collection managers who are associated with the customer must be set up in UDC table 01/CR (for the credit manager) and UDC table 01/CM (for the collection manager). The Description 2 field of the UDC record must include the address number of the credit or collection manager.