Create New Credit Request Screen (Customer Search)

Description of fields

Field

Description

Customer Search

Business Entity Level

Select the business entity that describes the customer's business,  such as Ultimate, Parent, or Subsidiary.

Country

Country where the customer's business is located.

Credit Analyst

The analyst who owns the account.

Customer #

Number assigned to the customer either by eCredit or by a credit analyst or sales representative.

Customer Name

Name for the customer as entered on the Basic Information screen.

Doing Business As

An alternative name or trade name used by a business for sales or marketing purposes.

DUNS #

Dun & Bradstreet identification number for the customer.

Note: When you search by DUNS #, you must enter the complete number.

Experian BIN

9-digit number assigned by Experian for the customer

LINK ID

9-digit number assigned by Cortera for the customer. More

Account Status

Select the customer's account status: Active, Default, Inactive, or On Hold.

Legal Entity Level

Select the legal entity that describes the customer's business, such as Ultimate, Headquarters, Branch, or Invoice To.

Source Sources are your internal or external sales channels that originate credit requests. External sources include vendors, dealers, distributors, and value added resellers that are directly or indirectly involved in selling your products. Internal sources include direct sales representatives, branch, or regional offices. When setting up sources in eCredit, you can control the degree of access that your sources have to each other's customers and transactions, and the user roles that the source administrator can assign to source users.

Select the name of the source that created the customer record. If you do not select a source, eCredit searches all source and subscriber customers.

Note: The Source list is available only if you are a subscriber user. If you are a user for a source that has access to all customers, eCredit always searches for all source and subscriber customers. If you are a user for a source which does not have access to all customers, eCredit always searches for only customers created by your source.

State

Select the state for the customer's legal address.

Search Results

Note: When you click any underlined column header the list sorts by that information in ascending order. If you click the header a second time, the list displays in descending order.

Action

Provides links for quick access to information about the customer. Boldface font indicates that data is available for the customer.

Business Entity Level

Business entity that describes the customer's business, such as. Ultimate, Parent, or Subsidiary.

City

City for the customer's legal address.

Country

Country where the customer's business is located.

Credit Analyst

The analyst who owns the account.

Customer #

Number assigned to the customer either by eCredit or by a credit analyst or sales representative.

Customer

If selected, indicates that the business or individual is a customer.

Customer Name

Name for the customer as entered on the Basic Information screen.

Doing Business As

An alternative name or trade name used by a business for sales or marketing purposes.
Note: The doing business as name entered in the DBA (Trade Style) 1 field on the Basic screen for the customer appears in this field, even if the DBA match was with the entry in DBA (Trade Style) 2 - 4 fields.

DUNS #

The Dun & Bradstreet (D&B) assigned number for the customer.

Experian BIN

9-digit number assigned by Experian for the customer.

LINK ID

9-digit number assigned by Cortera for the customer.

Account Status

The customer's account status: Active, Default, Inactive, or On Hold.

Legal Entity Level

Legal entity that describes the customer's business, such as Ultimate, Headquarters, Branch, or Invoice To.

Source Name

Name of the source that created the customer or guarantor record.

State

State location for the customer's legal address.