View Available Financed Credit

Accounting > Financing > Financing Views and Reports > Financing Views > View Available Financed Credit
Accounting > Financing > Electronic Transmittal > View Available Credit

Use this inquiry to retrieve basic credit information about a customer from a finance provider. You inquire by entering either the finance account number or the customer code and finance provider. The request for credit information is then transmitted to the provider and the returned data is displayed on the View Available Financed Credit Response screen. Not all fields on the Available Credit Information Screen display information for all providers; they populate as a result of what is returned by each finance provider.
If this screen is accessed via a payment entry process and the Save button is clicked, the finance account number is returned to the payment entry process. If that finance account number is different from the one that exists on file for the bill-to customer, a message displays asking to apply the finance account number to the current order. If Yes, the account number displays in the Finance Receivable Entry Screen and the payment process continues. If No, entry of an account number is required in order to continue with the process.

To transmit information requests to finance providers, the Available Credit Inquiry field must be active in the Finance Provider Settings for the selected finance provider.

A duplicate finance account number may exist and assigned to different customers if the Multiple Customers Per Finance Account setting on the Receivables tab of Financing Control Settings is enabled.

Select the finance provider using this field. This field is required; the remaining fields on this screen remain inactive until a finance provider is selected here. Finance providers listed here have the CREDIT VIEW - Activate the Online Available Credit Information Inquiry setting checked in the Online Transmit tab of Finance Provider Settings. If only one provider has that setting enabled, that provider defaults in this field. If more than one provider has that setting enabled, "None Selected" is the default.

Use this field to select a search method to locate credit information. This field is required and remains inactive until a finance provider has been selected in the Finance Provider field. The following lookup options are available, depending on the provider selected:

Customer Code - The Search button at the Search Input field opens the Search for a Customer window.
Finance Account Number
Order Number - The Search button at the Search Input field opens the Open Order by Customer Inquiry window. This Order Number option is not available if this screen is accessed via the Finance Receivable Entry Screen.
Social Security Number

This field is dependent on the Lookup By field. Enter the information into the field or use the Search button to locate the information. The Search button is only available if Customer Code or Order Number is selected in the Lookup By field. If Customer Code was selected, the Search button opens the Search for a Customer window; if Order Number was selected, the Search button opens the Open Order by Customer Inquiry window.

If a customer account exists, the account number, customer name and address information display here.

A duplicate finance account number may exist and assigned to different customers if the Multiple Customers Per Finance Account setting on the Receivables tab of Financing Control Settings is enabled. If multiple customers are assigned to the same finance account number, the FR Customer Selection window opens to display the Customer Codes and Customer Names associated with the finance account number.

View Available Financed Credit

(Available Credit Inquiry)