E1: 03B: Frequently Asked Questions about Setting Up Credit and Collections Management (P03B08, P03B30, P03B2901, P0004A, P03013) (Doc ID 1499088.1)

Last updated on MAY 27, 2024

Applies to:

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

This document provides answers to some frequently asked questions on setting up Credit & Collections in JD Edwards EnterpriseOne Accounts Receivable.

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In this Document

Purpose

Question 1: Is there a way to quickly update the credit or collection manager in the system, without going into every customer master record?

Question 2: How can we review which customers are attached to a general credit insurance policy?

Question 3: When changing the credit limit for a customer in Customer Master Revisions (P03013), the change is not kept after exiting the screen. How can we change the credit limit?

Question 4: What is the difference between credit message and temporary credit message on the customer master record (F03012), and how can we update the temporary credit message on closed invoices??

Question 5: Where can I find more information on setting up Credit & Collections?

Question 6: What must be defined in order for a credit or collection manager to receive workflow messages?

Question 7: Why is the CREDLIMIT2 Version in release 8.12 set to "Approver1001" as the default value?

Question 8: Is it possible to set up a single insurance policy for multiple customers that each have a different insured amount?

Question 9: What UBE should be used to create a credit report for Dun & Bradstreet?

Question 10: What is the difference between Tiered and Non-Tiered delinquency policies?

Question 11: Is it possible to receive a file from one of the credit reporting agencies, e.g. Dun & Bradstreet or Experian, and import the credit limit information from this file automatically into JD Edwards EnterpriseOne?

Question 12: We have an active CREDLIMIT workflow process and do not want to de-activate it. However, for business reasons, the person currently set up as the credit manager to approve or reject credit limit changes should no longer make these changes. How can we keep the workflow process active but at the same time approve all credit limit changes automatically?

Question 13: Is there a Workbench Application where a Credit Manager can view Approval and Reject messages for credit limit changes for customers, and act on them in that application?

Question 14: Is it possible to turn off "Over Credit Limit" Work Center Messages while leaving on Customer Credit Limit Approval Request messages?

Question 15: When workflow messages for credit limit approval are active (the CREDLIMIT workflow), and a new Customer Master record is created, does this generate an approval notification to a credit manager for review/approval?

Question 16: Provide the list of business partners that can customize the Credit Management process.

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