Credit Information

When managing credit information, you can access a variety of customer information from a centralized online location. For example, you can:

• Review a summary of a customer's credit status and identify whether it is over its credit limit.

• Monitor customer accounts for scheduled review dates.

• Change and update credit limits and review dates.

• Set up credit insurance limits.

• Enter or review notes or memos about a customer.

• Create daily lists of customers who require credit attention.

• Review a complete history of open and closed items by a specific credit manager, sales location, or account representative.

• Access and review current aging information for a customer.