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

Last updated on JULY 14, 2021

Applies to:

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


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.






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

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