Creating credit analyst records
- Select Financials > Receivables > Setup > Receivable Code Setup > Credit Analyst.
- Click Create.
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Specify this information:
- Company
- Select a company number.
- Credit Analyst
- Specify a credit analyst code.
- Name
- Specify the name or responsibility of the credit analyst.
- Phone Country Code/Phone Number/Extension
- Select the phone country code and specify the phone number/extension of the credit analyst. This field is a free-format field to accommodate a variety of number formats.
- Click Save.