You do not necessarily have to assign any of your customers to a specific Credit Manager. If you wish to do so there are two ways to accomplish it.

 

•The first is simply by assigning a Salesperson to a Credit Manager. Using this new option in Salesperson Maintenance which makes it so that all customers assigned to this salesperson will also be automatically assigned to this person as their Credit Manager.

 

 

▪Use menu path: Salesperson ribbon menu > Salesperson/Broker Maint. option > select a Salesperson > use the drop down list to select a Customer Credit Manager > click Apply > click OK.

 

 

•The second way to assign a customer to a Credit Manager is to directly assign the customer. You may also use this method to override a salesperson setting allowing you to set most of their customers to Credit Manager "A" by making the assignment in Salesperson Maintenance and then override it for specific customers by making a direct assignment in Customer File Maintenance using the option found on the Customer tab.

 

 

•After making the Credit Manager assignment in the Salesperson or Customer file

▪Use menu path: Customer ribbon menu > Tools drop down menu > Credit Hold Queue to go back to the Credit Queue utility.

▪Hit "Refresh" (or wait for the automatic cycle if it's short enough) and the change is recognized immediately.