Credit Manager Codes (01/CR) and Collection Manager Codes (01/CM)

You can assign codes to specify who is responsible for updating and approving credit information, such as credit limits, and who is responsible for approving collections information, such as delinquency fees and notices. For the manager who is represented by this code to receive workflow messages, you must also specify the manager's address book number in the Description 2 field.

Note: The Credit Manager UDC (01/CR) requires that you also set up blank as a value. You must enter some character in the Description 1 field, such as a period, to set up the code as blank.