Help

Setting Up Your Credit Policy

• What is an account score?
• Can I use account scores in my account review rules?
• What does disabling an account score do?
• Can I create account scores with custom account, financials, and aging fields?
• How are account scores calculated?
• What does re-allocate weights to available variables mean?
• What does ignore missing variables, keep weights as defined mean?
• What is an account review rule?
• What is a �RuleSet�?
• How to define a RuleSet condition?

• Where are defined RuleSets listed?
• How are account review rules assigned to / removed from RuleSets?
• What does disabling an account review rule do?
• Can I create account review rules with custom account, financials, and aging fields?
• How are account review rules triggered?
• Can I set the order in which data from various financial statements available in my workspace are evaluated?
• Can I disregard data from statements that are too old, while evaluating review rules?
• Can I set the order in which my account review rules are evaluated?
• What are approval authorities?
• Can I set up credit limit rules?
• How do I setup a credit limit table?
• What Countries have nightly refreshed data in Account Manager?