Credit manager

The credit manager obtains credit reports, maintains, and updates credit information, and approves credit. A designated credit manager can be notified when a customer’s order goes on credit hold. The credit manager can then review the order and the customer’s information to determine if the order should remain on credit hold.

Default settings for credit manager notification are in SA Administrator Options-Documents-Sales Order-Approval Process. The settings determine if a credit manager is notified, and which credit manager receives notification. To enable a customer or group credit manager notification, Customer Credit Mgr must be selected.

You can designate a credit manager at both the customer level and the group level. Specify customer credit manager settings in Customer Setup-Credit. Specify group credit manager settings from Customer Master Group Setup-Credit. Based on the credit manager group setting, there are two primary notification paths:

• If you specify a credit manager at the group level, both the group and customer credit managers receive notification. If the credit manager for the group and the customer is the same, only one notification is sent.
• If you do not specify a credit manager at the group level, the credit manager notification is controlled by the customer setting.