Bailment Dealer Details - Credit Review Tab

Purpose

The Credit Review process will be undertaken to determine what the Bailment Dealers’ Permanent and Temporary limits will be.  Credit Reviews will normally be undertaken annually, but special reviews for a new dealer, or to set a temporary limit may also be undertaken.  The type of credit review can be tracked.

This tab facilitates the management of Credit Reviews.

Access

1. Bailment Dealer Details | Credit Management Tab | Credit Review Tab

Dialog Details

The initial presentation is a list of completed Credit Reviews

From here, the reviews may be created, edited or deleted

Details Specific Buttons

[Button]	Explanation
	The following dialog will be presented: Field Explanation Start Date The date the credit review was started This will default to today’s date when setting up a new Credit Review Completion Date The date the Credit Review was completed Credit Review Status These are user defined records established to identify possible states of a Credit Review [F2] to highlight and  the appropriate Credit Review Status The Credit Review Status will be updated as the Credit Review is undertaken Credit Review Type These are user defined records established to identify the type of Credit Review [F2] to highlight and  the appropriate Credit Review Type Credit Officer This field will default to the Next Review Credit Officer specified in the Credit Management Tab It can be changed [F2] to highlight and  the credit officer who will be undertaking this Credit Review Account Manager [F2] to highlight and  the account manager for this credit review Primary Facility Limit Enter the Primary Facility Limit that will be allocated to this Bailment Dealer If an earlier Credit Review exists, this limit will default to the amount on the latest earlier Credit Review It can be changed The Primary Facility Limit will be allocated between each Distributor the Bailment Dealer does business with This is undertaken as part of the Credit Facility process Financial Data Click on the down arrow for a list of the Financial Data that has been set up for this Bailment Dealer The Financial Data used for this Credit Review can be selected, and when the Bailment Dealer is saved, that Financial Review will be associated with this Credit Review Notes Enter any notes that may be relevant to this Credit Review
	Allows editing of the above detail
	Allows deletion of a credit review The following message will display:

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