Credit Manager supplements the Accounts Receivable and Order Entry modules by presenting information in ways that meet the needs of credit representatives. Credit Manager provides essential customer and credit information and includes customer communication tools.
Credit Manager presents customer information in a format specifically for use in evaluating credit risk, monitoring customer performance, and communicating appropriately to your customers. The following information discusses key features of Credit Manager.

Credit Actions
Credit actions are the credit management tasks that you need to perform, such as telephoning customers, sending letters, and doing credit reviews. When working in Credit Manager on a daily basis, you can add credit actions to remind yourself of the tasks you need to complete for your customers. Each credit action is prioritized, so you can work on the most important tasks first.
Credit Manager also provides automated credit actions so you can promptly respond to current situations. For example, whenever a credit hold is placed on an order, the Order Entry module automatically generates a credit action for the customer. Because you see the credit action immediately in Credit Manager, you can respond quickly to the situation and decide whether it is wise to delay the shipment and jeopardize a sale. In addition, Credit Manager can automatically create credit actions to remind you when it is time for customers' regular credit reviews.

You can create and prioritize your own credit actions for any reason. Each time you speak with a customer you can update the credit action online by entering customer comments, questions, or notes.

Whenever you add a Credit Action, the system creates an "alert notice," which is the on-screen reminder of the credit action. Credit Manager automatically displays alert notices for your review when you start the module, and periodically thereafter.

Dunning Letters and Business Correspondence
Dunning is the process of contacting customers about their accounts, specifically to communicate with them when accounts are past due. With Credit Manager, you can design your own dunning form letters to handle past due situations for all levels of delinquency. These form letters can include a table containing a list of the customer's open items.

Dunning letters are not the only types of correspondence between you and your customers. For general business letters, you can use the same Microsoft Word interface that you use for dunning letters. You can create a standard letter and generate it immediately, or use Word to edit the letter.

Grid/Graph Toggle
When a grid is displayed in Credit Manager, a Grid/Graph button is available. This toggle button switches back and forth between a graphical portrayal of the information and a list of the data from which the graph is created.

Bridge View/Customer View Toggle
When a customer is related to a parent company by bridge code, a toggle button is available so you can switch between viewing data for the customer and the parent company. This button is available on all Customer tabs where a relationship between a customer and a parent company exists.