Using the Administration (Admin) module the business
administrator maintains the eCredit application by performing the following
tasks:
Setting up Approval
Authority for credit lines.
Maintaining Sources
for Sales Channels.
Setting up the collateral
types that credit analysts can add in the Customer Analysis module.
Setting up the work
queue processes and tasks that appear in the Work Queue for credit analysts
and sales representatives.
Maintaining Bank
Information for issuing, advising, and confirming banks for letter of
credit transactions.
Setting up business
hierarchies of customer entities that have legal or business relationships.
Entering exchange
rates.
Modifying the threshold
values used by the automated decision process.
Adding additional
information fields.
Modifying a selected
group of drop-down lists, including the list that defines the action items
that can be associated with work queue processes.
Selecting fields
and display labels for certain eCredit screens.
Defining Aging
Buckets that enable collectors to track the client's payment trends according
to your organization's standards for aging unpaid invoices.
Excluding
certain days from the working calendar for all collectors.
Configuring
the key performance indicators used by the Dashboard. The Dashboard uses
graphs to provide a visual representation of the collection Key Performance
Indicators (KPI) for your organization.
Setting up
collection periods to mirror your yearly fiscal calendar.
Maintaining the description
and default subject for templates for e-mail correspondence. You can also
activate templates to make them available to users in the Automated Decisions
and Customer Analysis modules.
Maintaining your
employees as internal contacts. Internal contacts are used when setting
up notification events in eCredit.
Setting up reports
by editing report details and parameters.
Setting up notification
events that specify the actions that are triggered when a system event
occurs in eCredit for the notification type.
Maintaining Scorecards
by adjusting the weight or default value for the scorecard and the default
value, weight, or ranges for scorecard factors.
