Credit tasks are tasks for reviewing a customer's credit. Credit tasks are usually performed by a credit manager.
There are four types of credit tasks:
Credit Alert - These credit tasks are created during Credit Task Refresh and are set up on the Credit Alert tab in Group Credit Rule Maintenance or Customer Credit Rule Maintenance. These tasks can be manually closed, or automatically closed if alerts are no longer valid.
Credit Hold - These credit tasks are created dynamically when sales orders fail credit rules. These tasks can be manually released (closed), or automatically released (if the credit customer subsequently passes its credit rules).
Over Limit - These credit tasks are created dynamically when sales orders fail credit rules. These tasks can only be automatically released.
Review Date - These credit tasks are created in Credit Task Refresh and are set up on the Credit Dates tab in Customer Credit Rule Maintenance. These tasks can only be manually closed.
Credit tasks are reviewed in Credit Task Management.