Selecting customers for review

A workflow trigger is used to notify the credit analyst through email that customers have been selected for credit review.

Select Customer Review Selection.
Select Company or Company Group, but not both.
Specify this information:

Report Option

Select whether the report is for company level only or for company and national account.

Include Open Review Dates

Select Include open review dates to include customers with open review dates.

Risk Code

Specify a risk code to limit the customers selected to those assigned a specific risk code. The risk code is used as a selection option within the other selection options.

Major Class

Select a major to create statements for customers that have assigned in Customer.

Minor Class

Select a class to create statements for customers that have assigned in Customer.

Percent of Limit

Specify a percent value to select customers that have reached their credit limit percentage. The process multiplies that value with the percentage limit that is specified in Customer to calculate the customer's percentage of credit limit.

Include Open Orders

Select Include open orders to include open orders with the current balance for the Percent of Limit comparison.

Past Due Company Amount

Specify the past due amount to limit the customers that are selected to those that exceed this past due amount for the past due period.

Past Due National Account

Specify the past due amount to limit the national account customers selected to those that exceed this past due amount for the past due period.

Past Due Period

Select the first customer static aging period to include for the past due amount calculation.

Credit Analyst

Select a credit analyst to notify.

Purge File

Select whether to delete the resolved or unresolved records from the work file.
In the Report Distribution section, select a distribution list and an export type for Customer Review Selection Report.
Click Submit.