Running A Credit Review

After creating your Credit Review Ruleset you will wish to run it. You should test run the Ruleset first, before running the whole Credit Review Ruleset 'for real'.

Running a Credit Review Ruleset involves:

• Selecting and opening the required Credit Review from the Finder - see Opening A Saved Ruleset; and then

• Clicking Start Credit Review - see Running The Credit Review.

When the Credit Review has finished running you will need to:

• Review Actions; The Credit Review will generate a list of customers against which Actions (i.e. updating account Status; making telephone calls; sending letters) should be performed. You may review these prior to carrying out the Actions; i.e. review the list of accounts against which Actions (i.e. Change Status To/Telephone/Send Letter) have been flagged - see Reviewing Credit Review Actions; then:

• Submit Actions; i.e. instruct the system to carry out the Actions (i.e. change the Status of / print a telephone list of / print letters for) the flagged accounts - see Submitting Credit Review Actions; then:

• Complete the Credit Review; i.e. mark the Credit Review as complete when you have finished submitting Actions - see Completing The Credit Review.

NEXT: Running The Credit Review