Oracle Business Flow: Credit Review to Approval

Create Credit Policy and Scoring Models

OF0950 FM0951
Manage Manage
Credit Credit
Policies Scoring Criteria

• Establish Credit • Build, maintain and

Policies in Conjunction update credit scoring
with sales criteria

Manage Customer Credit

OF0953
Perform
OF0952 Internal OF1047 Yes OF1052 OF1054
Request Customer Grant/Credit Credit Manage Release
Credit Credit Check /Establish Terms Customer Credit
• Establish credit case Limits Breached Credit Holds Holds on Sales
folders Orders
• The customer’s credit • Credit limits are • Age Customer • Review and release
• Initiate credit requests
worthiness is Established Accounts credit holds
either automated or via
reviewed,leveraging • Credit limits for No • Customers are associated with
self service
scoring models. accounts are placed on or specific sales orders.
OF0950 analyzed and revised removed from • Does not cover credit
Manage based on actual credit hold. application holds
Credit results. credit holds
Policies associated with
customer accounts.
• Establish credit case
folders
• The customer’s credit
worthiness is reviewed
• Integrate credit request
with D&B

Outside Roles
Customer Invoice to Receipt
Customer Statement to Collection Customer

Not included in Accelerator Offering Order to Shipment

Order to Drop Shipment Enterprise Roles
Accounts Receivable
Manager
Copyright © 2004, 2009, Oracle. All rights reserved. Accounts Receivable
Clerk
22/10/4
October 4, 2022 Release 12.1 Slide
Slide11