Credit Management uses lookups to help speed data entry and increase accuracy. You can use the predefined lookups that Credit Management provides, or you can create additional lookups where required.
For example, to identify an applicant's potential credit risk, you must select a credit classification, if not previously assigned, when entering a credit application. The credit classification describes the type of credit relationship that you have with the applicant.
Credit Management provides you with High Risk, Low Risk, Moderate Risk, and New Prospect, but you can optionally define new credit classifications to fit your business needs.
Use the Oracle Receivables Lookups window to define any additional lookups that you require.
Suggestion: After you add new credit classifications or reason types, bounce the apache server to make sure that the new values are available for users to select in the application.
The following table lists lookup types used for Credit Management.
| Meaning | Type | Where Used |
|---|---|---|
| Credit Analysis Topic | AR_CMGT_ANALYSIS_ TOPIC | Case folder |
| AR CM Collateral Category | AR_CMGT_COLLATERAL_ CATEGORY | Credit application, case folder |
| AR CM Collateral Valuation Type | AR_CMGT_COLLAT_VALUATON_ TYPE | Credit application, case folder |
| Credit Classification | AR_CMGT_CREDIT_ CLASSIFICATION | Credit application, checklist setup |
| Business Entity Type | AR_CMGT_ENTITY_TYPE | Credit application |
| AR CM Financial Data Monetary Unit | AR_CMGT_FIN_DATA_ MONETARY_UNIT | Credit application, case folder |
| Financial Reporting Period | AR_CMGT_FIN_REPORTING_ PERIOD | Credit application, case folder |
| Credit Recommendations for Trade | AR_CMGT_ RECOMMENDATIONS | Case folder, automation rules setup |
| Review Type | AR_CMGT_REVIEW_TYPE | Credit application |
| Credit Recommendations for Term | AR_CMGT_TERM_ RECOMMENDATIONS | Case folder, automation rules setup |
| Credit Management Internal Trade Ratings | AR_CMGT_ TRADE_RATINGS | |
| Asset Classes | OCM_ASSET_CLASSES | |
| Asset Quantity Type for Class Other | OCM_ASSET_QNT_ ASSET_OTHER | |
| Asset Quantity Type for Machinery and Equipment | OCM_ASSET_QNT_ MACHINERY_EQPMNT | |
| Asset Quantity Type for Real Estate | OCM_ASSET_QNT_ REAL_ESTATE | |
| Asset Quantity Type for Securities | OCM_ASSET_QNT_ SECURITIES | |
| Asset Reference Type for Class Other | OCM_ASSET_REF_ ASSET_OTHER | |
| Asset Reference Type for Machinery and Equipment | OCM_ASSET_REF_ MACHINERY_EQPMNT | |
| Asset Reference Type for Real Estate | OCM_ASSET_REF_ REAL_ESTATE | |
| Asset Reference Type for Securities | OCM_ASSET_REF_ SECURITIES | |
| OCM Request Source | OCM_REQUEST_SOURCE | |
| User Data Point Categories | OCM_USER_DATA_ POINT_CATEGORIES | Additional data points setup |