Once credit evaluation logic has been set up by IDI per your specifications, you select the specific the logic to drive credit scoring processes via IDI Desktop Client Applications > Credit Scoring and Deposits > Setup > Configuration. Access to this requires Credit Scoring > Setup > Configuration permission.
Note
Most of this setup is applicable for running credit evaluations in the web and the IDI Desktop Client; however, the Evaluate when … check boxes only apply for Client-based evaluations. This functionality is handled through starting block setup for web-based credit evaluations.The Credit Scoring and Deposits Configuration form is used to select which workbooks are used. It also determines when -- throughout the Sale process -- the Credit Check Required workbook is evaluated.
To set up the Credit Scoring and Deposits Configuration:
From the Applications menu, select Credit Scoring and Deposits > Setup > Configuration. This opens the Credit Scoring and Deposits Configuration window.
In the Credit Check Required section:
Use the Workbook menu to select the Credit Check Required logic that determines when a credit check is required as part of the transaction (web or POS Make Sale).
Then use these checkboxes to specify when to run the logic. These check boxes are only applicable for credit checking in POS Make Sale and not the web:
Evaluate when creating a new customer
Evaluate when using an existing customer – This refers to initiating a new/modify feature transaction on an existing customer.
Evaluate when adding a new service
Check Write to debug file to write information to a debug file that can be reviewed to diagnose an issue.
Use the following respective menus to select the logic for:
Credit Report Response received from TransUnion.
Order Changed – item added, modified or removed on a transaction.
Complete Sale.
Click Save.