My Oracle Support Banner

E1: 03B: How To Set Up and Run Credit Analysis Refresh In EnterpriseOne (R03B525) (Doc ID 1495853.1)

Last updated on FEBRUARY 16, 2018

Applies to:

JD Edwards EnterpriseOne Accounts Receivable - Version XE and later
Information in this document applies to any platform.

Purpose

Overview of Credit Analysis Refresh (R03B525)

To effectively analyze and manage account activity for a customer, you must first update the customer’s account information. To do so, run the Credit Analysis Refresh program (R03B525) at the beginning or end of each business day. This ensures that the information that the system displays for the customer’s account is current and helpful when you analyze the customer’s account for credit and collection purposes.

When you run the Credit Analysis Refresh program, the system includes all the customers with an open balance (regardless of whether the balance is past due) in the Credit and Cash Management table (F03B15) and displays the balances on the Account Balance Inquiry form. You must select a version of this program that has the processing option set to update the F03B15 table for the program to perform these functions:

Technical Considerations

When you run Credit Analysis Refresh, the system creates a minimum of two records in the Credit and Cash Management table (F03B15) for each customer. For example, if you enter one invoice for customer 1234 for company 00001, the system creates these records in the table:

The system uses the record for company 00000 to total the information for all company records. If you had invoices entered for multiple companies, the system would generate additional records, one record for each company.


Prerequisites

 

Scope

N/A

Details

To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!


In this Document
Purpose
 Overview of Credit Analysis Refresh (R03B525)
Scope
Details
 Running Credit Analysis Refresh (R03B525)
 Setting Processing Options for Credit Analysis Refresh (R03B525)
 Credit and Collections Activities
 Real Time Aging in Accounts Receivable
References

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.