Setup Area

Description

Credit Warning Lockdown Setup

Use this setup to control how the application treats a customer assignment for four credit conditions.

Personnel Setup

If you wish collectors to receive an email notification upon a credit warning, then verify that their Personnel Setup record contains a valid Email Address within the General tab.

Security Profile Setup

Users with Full access to the Credit Override module have the ability to make customer assignments regardless of the credit warning or lockout. Assign this module through the Security Profile Setup for key profiles.

The Credit Override module is not branch-specific, therefore only one record assignment for any branch is needed to enable the ability for the user to override the credit warning.

Refer to Security Modules for basic details on the Credit Override module.