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If you are assigned to a role that includes the capability
to modify and save customer data in credit requests, you can add, change
or delete customer information when resubmitting a credit request for
an existing customer, and save the changes. You can then reprocess the
credit request using the modified information.
To change credit request details:
Select the
credit request. How? To change business,
origination, or credit request information, locate the corresponding section
on the Credit Request Details screen for the information you want to change.
Change the
information, and click Save in each section for which you changed information. To change address,
contact, trade reference, or guarantor information:
Navigate
to the corresponding section of the Credit Request Details screen. Select
view/edit in the row for the address, contact, reference, or guarantor.
The detail screen for the selected information appears. Change
the information, and click Save on the detail screen for the selected
information.
The Credit Request Details screen appears.
To change bank
reference information:
In the
Bank Reference section of the Create New Credit Request or Credit Request
Details screen, select view/edit in the row for the reference.
The Bank Detail screen appears. Modify
information for the bank reference, such as contacts, deposit account,
or loan account information, and click Save.
Note:
You cannot change any of the information in the Bank Detail section at
the top of the screen. This information is maintained in the Admin module.
To return
to the Create New Credit Request or Credit Request Details screen, click
Cancel.
To change additional
information, if any is defined for your implementation:
In the
Additional Information section, select view/edit in the row for the additional
information.
The Create New Credit Request screen for the additional information
your business administrator has defined appears. Enter
information, and click Save.
Notes:
If you resubmit
the credit request, the process uses the modified information. Any customer
information that you changed is updated in the Customer Analysis module. You can also
add bank reference information, addresses, or additional information.
How?
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