Customer Add or Credit Limit Change
This service creates a workunit when a customer credit limit is added or changed on Company Customer or Company Customer Interface. This API is used to add or change customer records using an interface from a third-party system.
Service | CustomerAddCreditLimitChangeService |
Service name | Credit Limit added or Changed for Customer |
System | Accounts Receivable |
Criteria | ReceivablesCompany |
Work Category |
Credit Analyst Data string = [credit analyst] |
Prerequisites | Normal accounts receivable processing, which includes a non-existent customer for adding a customer, or an existing customer for changing a credit limit. |
Initiating event | Adding a customer credit limit, changing a customer credit limit on Company Customer, or using the Company Customer Interface. This API is used to add or change customer records using an interface to a third-party system. |
Resolution action | N/A |
Variables | CompanyCustomer.Company CompanyCustomer.Customer Customer.CustomerName CompanyCustomer.CreditLimit |
Possible process flow sequence
The Credit Analyst is notified that a company-level customer was added or a company-level credit limit was changed. Possible actions are Done, Hold, and Suspend.
Related IPA Process
The FSM_ION_CustomerAddCreditLimitChangeAlert process file is delivered with Financials & Supply Management FSM ION Connector.