The flexible setup procedures that follow reflect Oracle Credit Management's ability to meet the demands of your enterprise's particular credit policies.

During setup, you define your credit policies that determine the data used for analysis, the credit scores that are calculated, and the credit recommendations that are made.

First, design the credit review tools that Oracle Credit Management uses to assess creditworthiness:

• Define checklists

• Define scoring models

• Assign automation rules (optional)

Then, define credit recommendations and approval policies.

Finally, use the tools on the Performance tab to ensure that your credit policies are adequately assessing the creditworthiness of your customers and prospects. See: Reviewing Credit Management Performance.

Other Sources

• Chapter 2, Implementing Oracle Credit Management