Customer · Credit Profile
The limit, what it is made of, what happens when it is reached, and what security is held against it. Reviewed on its own cycle by different people.
Where to find it
- Module: CRM
- Group: More
- Section: Reachable by link
- Screen: Customer · Credit Profile
Address in the console: /crm/customer-credit
List · 9 columns · 23 fields on its form · 2 of them required
This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Account | Code | account_no |
| Name | Text | account_name |
| Limit | Amount | credit_limit |
| Risk | Status | risk_category |
| On breach | Status | on_limit_breach |
| On hold | Yes or no | is_on_credit_hold |
| Next review | Date | next_review_on |
| In force from | Date | effective_from |
| Until | Date | effective_to |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Account required | Choice | Looked up from existing records | |
| Credit limit required | Number | ||
| Currency | Text | ||
| Single order limit | Number | ||
| Open orders count towards it | Yes or no | ||
| Undelivered goods count towards it | Yes or no | ||
| External rating | Text | ||
| Rating agency | Text | ||
| Internal score | Number | ||
| Risk category | Choice | low, moderate, elevated, high, prohibited | |
| When the limit is reached | Choice | allow, warn, hold, reject | |
| On credit hold | Yes or no | ||
| Hold reason | Text | ||
| Credit insured | Yes or no | ||
| Insurer | Text | ||
| Insured amount | Number | ||
| Guaranteed | Yes or no | ||
| Prepayment required | Yes or no | ||
| Letter of credit required | Yes or no | ||
| Last reviewed | Date | ||
| Next review | Date | ||
| In force from | Date | The date this version of the row takes effect. Leave it as today unless you are dating a change ahead. | |
| Until | Date | Leave empty for open-ended. Setting it ends this version rather than deleting it. |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.