Trade Reference is a feature of the eCredit application
which you can use to
enter business information
for the trade reference.
assign the trade
reference a relative weight Relative weight is a value between 0 and 100 that indicates a confidence
rating for a record relative to other records of the same type for the
same customer. The values selected for relative weight are especially
important if you have credit decision rules used by business processes
or score cards that evaluate this type of reference information..
maintain trade reference
contact information.
enter verification
comments.
enter A/R data for
the customer's trade credit experience.
enter review dates
that can be used to set up work queue items to review the reference.
generate correspondence
for the trade reference using your company's templates.
You can add Trade references for a credit request or
for a customer. From the Customer Analysis module you can view both trade
references for a credit request and trade references for the customer.
If the trade reference has a Tran # on the Trade References screen, it
indicates that the trade reference was entered for a credit request. |