Example
Ace Electrical Supply wants to run credit exception reports for credit analyst Joe Smith's customers that have transactions are past due where summarized amounts are 50,000 or over.
Attribute | Values |
---|---|
CR ANALYST |
BROWN JOHNSON SMITH |
STATIC AGING 4 |
10,000 25,000 50,000 |
To assign specific credit analyst and threshold amounts, you can manually add the appropriate values to each customer. But, assuming that you have a large group of customers related to Joe Smith, you can save time by creating an attribute template that lets you add these values automatically.