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