Bailment Dealer Details - Credit Status Tab

Bailment Dealer Details - Credit Status Tab

Purpose

To allow for the easy recognition of whether the Bailment Dealer is a potential Credit Risk.  The latest Credit Status will be marked as Active.  All earlier Credit Status will have a Record State of Archived.

Access

  1. Bailment Dealer | Credit Management tab | Credit Status tab

Dialog Details


Details Specific Buttons

[Button]Explanation

The following dialog will display:


Field
Explanation
Credit Risk
[F2] to highlight and  a Credit Risk

A new Credit Risk can be established at this time
Reason
A list of Credit Reasons that have previously been associated with the Credit Risk selected can be chosen from the drop down list

This list will be blank if no credit risk reasons have been associated with the Credit Risk selected
Effective From
This defaults to the date and time the credit risk record was created

It is a display field only
Notes
This defaults to the date and time the credit risk record was created

It is a display field only
Communication Type
[F2] to highlight and  a Communication Type

Allows the changing of Credit Status Details

Allows the deletion of Credit Risk Details

The following message will display:


The creation of a new Credit Status will automatically flag the previous Credit Status as Archived

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