Enter Credit Management Remark

Explanation

The Enter Credit Management Remark activity is used for entering credit management notes on customer invoice header and lines. The notes are used in such instances as when the credit analyst needs to review an invoice. Depending on the note that is used, the credit analyst can automatically receive a message when a specific note is used. Only predefined notes can be entered.

To enter credit management remarks:

• Go to Overview Customer Invoices page, query and find the invoice. Use command button and click Customer Invoice Details. In the General tab, Use command button and go to Credit Management Notes to enter notes on the header level..
• To enter invoice notes on the line level, select the Lines tab in Customer Invoice Analysis page.Use command button and go to Line Credit Management Notes to enter notes on a line level. Click Save

Prerequisites

This activity requires that information has been entered in the Notes Status tab of Credit Managemetnt Basic Data. The credit analyst must also be linked to a message group with the Send Message option marked for the Message Type Notes Status Messages.The customer to which the invoice belongs must have the credit analyst specified in the Credit Info tab of Customer.

System Effects

When a user saves a credit management note with message allowed for Note Status, the message is sent to the credit analyst having note status messages setup.

Pages

Customer Invoices Analysis

Activity Diagrams

Enter Credit Management Notes