Understanding Credit and Collection Managers
If credit and collection processes are managed by specific people, you can set up credit and collection managers and assign them to customer records. Each manager can inquire or report on his or her customers only. Additionally, the system can send workflow messages to the managers for various credit and collection processes, such as when customers exceed their credit limit or invoices become past due.
To set up credit and collection managers, you add them to the address book, and then set them up in a UDC table. You cross-reference the code that you use in the UDC table with the manager's address book number and assign the code to the customer records.
Do not create separate address book records if one manager performs both credit and collection duties. However, the address book number for the manager must be established in both of these UDC tables:
01/CR (credit manager)
01/CM (collection manager)
After you set up the credit and collection managers in the UDC tables, you must assign the UDC value to the customer records.
See Assigning Credit and Collection Information to Customers.
If you assign generic codes for the credit and collection managers, such as CR1 or CM1, then you can easily change the reference to the person by changing the address book number in the Description 2 field of the appropriate UDC table. This can be very useful if the person in that position changes frequently. The system displays the name of the manager next to the value that you assign to the field.
For example, if you select to use the name of the person, such as ABBOTT for Dominique Abbott, and that person leaves the position, you cannot globally update all the customer master records (F03012) to the new name without using a data file utility. However, if you use a generic code such as CM1, you can easily change the Description 2 field and you do not have to update the customer master records.