Credit Team Maintenance

Menu Path: Credit and Collections $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Credit $Images\bluerarw.gif$ Credit Team Maintenance

Purpose

Define valid credit teams.
Assign credit users to credit teams.
Re-assign credit customers to other credit teams.

Overview

Use Credit Team Maintenance to define valid credit teams and users that are assigned to those teams.

Credit team members only have access to credit customers that are in their team(s) when running the following programs:

Credit Task Management

For database information for this window, see Credit Team Maintenance Database Information.

Creating Credit Teams

To add a new credit team:

Click the New button in the ribbon.
Enter a name for the credit team in the Credit Team field.
Enter a description of the credit team in the Description field.
Double-click the user ID in the Eligible Members grid for all users you want to include in the credit team. If you want to remove a user ID from the credit team, double-click the user ID in the Team Members grid.

Note A user only appears in the Eligible Members grid if the Allowed to Process Credits check box is selected for the user ID in User Extended Options.

Click the OK button in the ribbon. The credit team is created.

Updating Credit Teams

To update a credit team:

Enter the credit team name in the Credit Team field.
Click the Update button in the ribbon.
Update the credit team description, credit team members, or credit team assigned to credit customers.
Click the OK button in the ribbon. The credit team is updated.

Deleting Credit Teams

To delete a credit team:

Enter the credit team name in the Credit Team field.
Click the Delete button in the ribbon.
Click the OK button in the ribbon. The credit team is deleted.

Note You cannot delete a credit team if it was already assigned to a credit customer.

Displaying Credit Customers Assigned to a Team

To display all credit customers assigned to a credit team, select a team, then click the Show Data button in the ribbon.

Changing Customers’ Team Assignments

To change the credit team assigned to a specific credit customer, click the Update button in the ribbon, double-click the related cell in the Team column, and double-click the new credit team.

If you want to move all the credit customers in a team to another team, click the Global Update button in the ribbon, and select the new team to which the credit customers should be assigned.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Credit Team Maintenance window.
New	Click this button to create a new credit team.
Update	Click this button to update the selected credit team.
Delete	Click this button to delete the selected credit team.
Show Data	Click this button to display all credit customers for the selected credit team.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first credit team.
Prev	Click this button to display the previous credit team.
Next	Click this button to display the next credit team.
Last	Click this button to display the last credit team.
Global Update	Click this button to display Team Selection, which allows you to select a new credit team for all credit customers currently assigned to the selected credit team.

Fields and Buttons

Field or Button	Description
Credit Team	Enter the name of the credit team, or click the Lookup button to select an existing credit team.
Description	Enter a description of the credit team.

Main Tab Fields and Buttons

Field or Button	Description
Eligible Members	This grid displays the user ID's of all users who you can add to the selected credit team. Note A user ID only appears in this field if the Allowed to Process Credits check box is selected for the user ID in User Extended Options.
Add	Click this button to add the user ID selected in the Eligible Members grid to the Team Members grid.
Add All	Click this button to add all user ID's in the Eligible Members grid to the Team Members grid.
Remove	Click this button to remove the selected user ID from the Team Members grid.
Remove All	Click this button to remove all user ID's from the Team Members grid.
Team Members	This grid displays the user ID's of all users in the selected credit team. Alternate users may appear when the primary user is not currently available to process credit tasks.
Credit Customers	This grid displays credit customers assigned to the selected credit team. This grid includes the following columns: Credit Customer Name - This column displays each credit customer's name. Credit Customer Code - This column displays the customer code for each credit customer. City - This column displays the city for each credit customer. State - This column displays the state for each credit customer. Postal Code - This column displays the postal code for each credit customer. Team - This column displays the credit team assigned to each credit customer. In Update mode, you can double-click this field to assign a credit customer to another team. Customer Division - This column displays the credit division for each credit customer. Group - This column displays the credit group for each credit customer.