Understanding the Customer Self Service Program
The Customer Self Service program (P03013SS) enables customers to review their customer master information online, and to request a change to their credit limit. Customers can review these types of information from their customer master record:
Tax
Invoice
Credit
Collection
Billing
When customers use the Customer Self Service program to request a change to their credit limit, the system sends a workflow message to their assigned credit manager. The credit manager can either approve or reject the request. If the credit manager approves the request, the system updates the credit limit in the customer master record accordingly.
The system uses the Credit Limit Change Approval (CREDLIMIT) workflow to send the message notifying a credit manager that a customer requested a change to his or her limit, and that approval is required. You must perform these additional setup tasks for the system to send the message:
Assign a credit manager to the customer.
Verify that the credit manager has a valid address book number.
Add an internal electronic address record for the credit manager on the Email/Internet Revisions form in the Address Book Revisions program.
Activate the CREDLIMIT workflow.
If you do not assign a credit manager to the customer, the system disables the Request Credit Limit Change button, preventing the customer from requesting the change. If you assign a credit manager, but do not activate the CREDLIMIT workflow, the system sends only an informational workflow message to the credit manager. This message simply notifies the credit manager that the customer requested a change to their limit; the message does not require approval. If the credit manager does not have an internal electronic address, the system sends the informational message to whatever email address exists for the credit manager on the Email/Internet Revisions form.
See Assigning Credit and Collection Information to Customers.
See Activating Workflow Messages for Credit and Collections.