Credit Review Status Code Settings

Customer > Electronic Interfaces > Credit Application > Credit Application Settings > Credit Review Status Code Settings
Accounting > Receivables > Credit Application Settings > Credit Review Status Code Settings
Accounting > Settings > Credit Application Settings > Credit Review Status Code Settings
System Administration > System Settings > Customer System Settings > Interface System Settings > Credit Application Settings > Credit Review Status Code Settings
System Administration > System Settings > Accounting System Settings > Credit Application Settings > Credit Review Status Code Settings

Use this routine to view, edit, or create the credit review status codes you enter at the Review Status prompt on the Credit Request Review Screen. STORIS comes delivered with a set of credit review status codes, for example

You cannot delete the standard codes, and you can only edit the Description field. For codes you create, you can delete them or you can edit all fields except the key field.

Select the credit request status you want associate with this credit review status code. If you click on the Arrow button, the following options appear:

Pending Decision
Transmission in Progress
Pending Review
Review in Progress
On Hold Awaiting Further Information or Verification
Conditionally Approved
Credit Approved
Credit Declined
Credit Request Closed

This field is active only for codes you create. It is inactive for STORIS' standard codes.

Codes with this field set to 5 or 6 (see above) are considered "on hold" by the system.

When editing the Current field in the Credit Request Review Screen, if you specify a credit review status code for which one of the following associated credit request statuses has been specified, the program requires you enter a reason code.

    5. On Hold Awaiting Further Information or Verification

    6. Conditionally Approved

    8. Credit Declined