Descriptive Flexfields in Credit Case Folders

Use descriptive flexfields to pass additional source transaction information for credit check requests. This information is passed to credit case folders created as a result of a credit checking failure.

You can pass information about the source transaction requesting the credit check, including, for example, Contract Start Date, Contract Billing Frequency, and Contract Invoicing Rule. The descriptive flexfields are displayed in the Additional Information section of the Edit and View Credit Case Folder pages.

You can edit these additional attribute values before the case folder is approved. Once the case folder is approved, these values are displayed as read-only.

You must ensure that the credit case folder descriptive flexfields you define match the values passed through the credit checking service. If the data types for the attributes don't match, or if the descriptive flexfields aren't defined, these additional attributes don't appear in case folders created as a result of a credit check failure.