Block/Limit Suggestion
Creditsafe Connect can integrate credit check with customer block. The credit limit provided by Creditsafe can also be used on customers (directly as is or altered by setup based on e.g. ranking).
The integration of block and credit limit can be setup as a direct integration with customers or an indirect. When using the indirect method, customers are updated by using the block limit suggestion worksheet. Lines in the worksheet can be created manually using the Create Suggestion action described below or by enabling the update of Block/Limit Suggestion on a scheduled update
| Field | Description |
|---|---|
| Customer No. | Specifies the customer number. |
| Name | Specifies the customer name. |
| Current Credit Limit (LCY) | Specifies the current creditlimit on the customer. |
| New Credit Limit (LCY) | Specifies the new calculated credit limit. The calculation depends on settings in Customer/Vendor Integration Setup and on ranking groups. |
| Current Block | Specifies the current block on the customer. |
| New Block | Specifies the suggested block based on the latest credit check and the settings on the Credit Template used. |
| Payment Method Code | Specifies the current value of the corresponding field on the Customer Card. A change in this field will update the customer when the customer is updated. There is no logic that calculates this field based on data from Creditsafe. |
| Payment Terms Code | Specifies the current value of the corresponding field on the Customer Card. A change in this field will update the customer when the customer is updated. There is no logic that calculates this field based on data from Creditsafe. |
| Prepayment % | Specifies the current value of the corresponding field on the Customer Card. A change in this field will update the customer when the customer is updated. There is no logic that calculates this field based on data from Creditsafe. |
Create Suggestion Lines
The Create Suggestion Lines actions opens a batch report for creating/updating suggestion lines.
Note
Suggestion lines can also be created automatically by enabling the update of Block/Limit Suggestion on a scheduled update.
When creating the suggestion lines it is possible to include only new/changed suggestions or all differences between customer and monitoring object. The default method is to only include new or changed suggestions. This way the user can delete suggestions and they will not be created again unless the option "All suggestions" are specified.
Update Customers
When the suggestion has been reviewed (lines can be changed or deleted), the remaining suggestion lines can be used to update the customers.
If the option "New or changed suggestions" are used the next time the suggestion worksheet is loaded with new data, any changes made in the previous update will be respected and a new suggestion will only be created if the new suggesstion values differ from the previous proposed values.