Request Credit Information

Access

Use this routine to enter a request for credit for a customer. This is the first step in entering a credit application. Once you enter the credit request information on this screen, the routine continues to the Credit Application Entry screens, where you complete the credit application process.

Once you specify the selling store below, you can use either the Social Security # field or the Customer Code field to select a customer.  Once you specify a customer, the program pulls the customer's information from Customer Settings and displays it on the screen. To edit the customer's information, click on the Actions button at the bottom of the screen and select Customer Maintenance.  

The system then checks for pending or completed credit requests for the customer. If a previous request is found, a message appears indicating the status of the last credit request for the customer for the indicated credit bureau.

If an existing application is found to be "current" (determined by your Credit Application Control Settings), you are prevented from clicking the Next button and creating a new application. You must click the Actions button and select Credit Application Maintenance, which opens the Credit Application Entry process.

If a new application is needed, you can proceed to the Credit Application Entry process via the Next button once you have completed the necessary fields on this screen.

Use Configure Document Signature Capture and Configure Document Archive to establish parameters for capturing electronic signatures and business document archiving, respectively. If these features are enabled and the appropriate signature capture hardware exists, the signature capture ceremony is launched and this signed business document is archived.

Selling StoreEnter the store location for which you are entering the credit application. If you click on the Arrow, a list of available locations appears from which you can choose.  

Social Security #

The field name "Social Security #" displays when processing with the United States as your "home" country, or  "Social Insurance #" when processing with Canada as your domestic country.  

CustomerEnter the code of the customer for which you are entering this credit application.  If you click on the Search button, the Search for a Customer screen appears which you can use to select a customer.  If you click on the Action button, you access the Customer Settings, which you can use to enter a new customer.  

 The following applies if the "Customer Entry - Warn if Primary Email exists for other Customers" setting is checked in the Customer tab of Point of Sale Control Settings: If an email address is added or changed, the new email address is checked to determine if it has been assigned to any other customer account as a primary email address. If the email address already exists, a warning message appears that can be dismissed.

Full Name, Address 1, Address 2, City/Town, State/Province, Zip Code/Postal CodeThe customer's name and address information appears from Customer Settings. These fields cannot be directly edited. To change customer information, click the Actions button and select Customer Maintenance.

SalespersonEnter the code of the salesperson associated with the sale/request for credit.  If you click on the Search button, a list of salespersons appears from which you can choose.  

Credit Bureau

Marketing Code 1Use this field to enter and/or maintain the marketing code associated with a customer. If you click the Search button, a list of all marketing codes that have previously been set up in Marketing Code Settings will appear. This field will only be active if the First Marketing Code field in Point of Sale Control Settings is set to either optional or mandatory.

Code 2

Review CommentEnter the comments (if any) you want to associate with this request for credit, for example a comment to the underwriter.  The comments appear on the Credit Review Comments Entry/Inquiry Screen.