Request Credit Information

Customer > Coordination and Logistics > Credit Application > Request Credit Information
Customer > Electronic Interfaces > Credit Application > Request Credit Information
Accounting > Receivables > Credit Application > Request Credit Information

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.

Enter the social security number of the customer for which you are entering this credit application. Once you specify a valid social security number, the program re-displays it in masked format.

If you specify a social security number for which no customer exists in the system, you can still either select an existing customer or create a customer on the fly.

If you specify an existing customer and the social security number you entered above does not match the existing social security number (if any) for the customer, a warning message appears but you can proceed.

All Social Security # fields in STORIS reference the Allow Duplicate Social Security Numbers field in the Accounts Receivable Control Settings.

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.

The 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.

Enter the code of the credit bureau you want to use for this credit request. If you click on the Arrow button, a list of credit bureaus appears from which you can choose.

The program searches the following fields for a default response and displays the first one it finds:

Warehouse/Store Location Settings - Preferred Credit Bureau field on the Credit Application tab
Credit Application Control Settings - Primary Credit Bureau field on the General tab

Use this field to enter and/or maintain a second 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. Entries in Marketing Code 1 and Code 2 must differ.

This field will only be active if the following conditions are met:

The Second Marketing Code field in Point of Sale Control Settings is set to either optional or mandatory.
There must be a value specified in the Marketing Code 1 field above.

Once you finish entering credit request information for the customer, click the Continue button. The Credit Application Entry - Primary screen displays, where you enter/maintain the application for the primary applicant. You can also access the application entry screens for the co-applicant or co-signer, if any.

Update a Credit Application
Resend Application to Bureau - this option is inactive
Update a Customer Address
Update a Customer Shipping Address
Assign Payment Terminal - Select this option to access the EMV Terminal Selection screen, where you can view and edit the current payment terminal assignment.