Review Pending Credit Requests

Customer > Coordination and Logistics > Credit Application > Review Pending Credit Requests
Customer > Electronic Interfaces > Credit Application > Review Pending Credit Requests
Accounting > Receivables > Credit Application > Review Pending Credit Requests

Use this routine to review pending credit requests. The program selects all pending requests that are not on hold and displays them in the grid. Pending credit applications statistics display in the header area of the screen, including the following:

The default sorting method for the grid is ascending by creation Date/Time. If you click on the Arrow button, the following list of sort options appears:

Date/Time – sorts in ascending initial request Date/Time
Initials – sorts by Reviewer's initials, then by ascending initial request Date/Time
Name – sorts by customer last Name, then by ascending initial request Date/Time
Status – sorts by review Status, then by ascending initial request Date/Time
Store – sorts by Store, then by ascending initial request Date/Time

The below columns are displayed in the grid. You may export the grid information by right-clicking anywhere in the grid to select Export Grid Data. The information is saved as an Excel file to your local drive. To update a review item, double-click the item in the grid to access the Credit Request Review Screen.

Customer (code)
Name (customer)
Store (code)
Date (initial request)
Time (initial request)
Reviewer (initials) - reviewer's initials are displayed; automatically set to 'AUTO' if using InterConnect
Status (review status)
Salesperson

Review Credit Requests on Hold
Assign Payment Terminal - Select this option to access the EMV Terminal Selection screen, where you can view and edit the current payment terminal assignment.