System Data Credit Review Method

Credit Review Method

Users can enter the way in which they perform customer credit reviews, for example bank statement, credit reference agency etc. This is then recorded against the customer in their [ Customer | Detail | Financial ] screen.

Credit Review Method Grid

  • Credit Review Method: the method used to check a customer credit rating.

Credit Review Method Context Menu

  • Apply Value Range: allows the user to specify a value that is to be applied to all of the currently selected rows/items for the current column.
  • Clear Selection: deselects the currently selected line(s).

See Also

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