Ability to View and Edit Credit Class and Limit on Account Details Page

Customer Field Configuration in Customer Care lets you set up your application to view and edit Credit Class and Credit Limit in the Credit Information section on the Account Details page. Require, Default and Restrict capabilities are supported for both the Credit Class and Credit Limit fields.

Setup

Credit Class and Credit Limit can optionally be configured on the MANAGE > Customer Field Configuration page (Manage Configurations permission required). These two fields are now available via the Add field configuration for drop down menu.

• Require: Require Credit Class and/or Credit Limit for all or any subset of Account Types

• Default: Set default value(s) for Credit Class and/or Credit Limit by Account Type(s)

• Restrict: Restrict edit capability for Credit Class and/or Credit Limit for specific Account Type(s), Account Status(es) and/or User Group(s).

View Capability

Credit Class and Credit Limit can be viewed from the Account Details page (Account > Account Details) in the Credit Information section.

Edit Capability

Users with Manage Customers permission can set the Credit Class and Credit Limit fields when adding or editing a customer.

Note:

If Restrict capability for Credit Class and Credit Limit has been enabled from Manage > Customer Field Configuration, the edit capability will be restricted based on the configured rules.