Credit Request Search

Description of fields

Field

Description

Customer #

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

Customer Name

Legal name for the customer as entered on the Basic Information screen.

Country

Select the country for the customer's legal address. For example: United States.

Decision

Select the decision for the credit request.

Decision State The decision state describes where the credit request is in the decision process. For example, if the automated decision process cannot establish a decision, the decision state for that request could be Refer. Your automated decision process can generate the Decision, Decision State, and the Decision Status, or you can manually enter it.

Select the current decision state, such as Decision in Process, or Complete.

Decision Status The decision status describes why the credit request has the decision state that is assigned to it, informing you of the next step needed to complete the request. For example, the Decision state could be Conditional Approval. For this state, the status would describe why the approval is conditional, such as financials needed, or collateral needed. Your automated decision process can generate the Decision, Decision State, and the Decision Status, or you can manually enter it.

Select the current description for the decision status. For example, if the decision state is Conditional Approval, the decision state might be Requires Personal Guaranty.

From/To (yyyy-mm-dd)

Select the beginning and ending dates to define the time period during which the credit request was last modified.

Owned By

Select the credit analyst or sales representative who owns the account.

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 admin can assign to source users.

If your business administrator has set up eCredit for sources, select the name of the source, if any, that entered the credit request. If you do not select a source, the search results section displays results from all sources.

Note: If you are a source user for an external source, or for an internal source that does not have access to all customers, the Source list is not available. When the Source list is not available, eCredit always searches for credit requests created only by your source organization.

State

Select the state for the customer's legal address. For example: Massachusetts.

Tran #

eCredit-generated transaction number.

Search Result

Note: The Search Results section initially displays credit requests sorted by the date and time the credit request was created, beginning with the most recently created credit requests. 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.

You can also customize the information that is displayed in the Search Results section by adding or removing columns, and renaming optional column display labels. The Admin user role is required to customize the Search Results section.  More   

Action

Provides links for quick access to transaction and other information about the customer. Boldface font indicates that data is available for the customer. The automated decision process generates this information.

Country

The country for the customer's legal address.

Customer #

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

Customer Name

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

Date

Date and time the credit request was last modified.

Decision

The decision for the credit request. This column links to the screen from which you review and update the decision information for the transaction.

Decision State

The decision status describes why the credit request has the decision state that is assigned to it, informing you of the next step needed to complete the request. For example, if the automated decision process cannot establish a decision, the  decision state for that request could be Refer. Your automated decision process can generate the Decision, Decision State, and the Decision Status, or you can manually enter it. Examples: Decision in Process, or Complete.

Decision Status

The current description for the decision state. For example, if the decision state is Conditional Approval, the decision state might be Requires Personal Guaranty.

Owned By

The name of the sales representative or credit analyst who is assigned to the customer.

Source Name

Name of the source that entered the credit request data. If the subscriber created the customer record, this field is blank.

State

The state for the customer's legal address.

Tran #

The system-generated number to identify the transaction.