Other Oracle E-Business Suite applications integrate with Oracle Credit Management to incorporate the credit review process in their business flows. These applications are:
For a list of seeded recommendations, see: Setting Up Credit Recommendations. Or, follow these steps to define your own recommendations for use with Lease Management or Loans:
Define the recommendations that credit analysts will enter for credit reviews initiated from Lease Management or Loans. Credit analysts manually enter these recommendations in the case folder.
Use the AR_CMGT_TERM_RECOMMENDATIONS lookup code.
See: Defining Lookups.
Re-enter the recommendations defined in the previous step using a second lookup code, AR_CMGT_RECOMMENDATIONS. Credit analysts access these recommendations when defining automation rules.
Suggestion: (Lease Management only) Use the Tag field in the Receivables Lookups window to assign a URL or OA function to a term credit recommendation. Later, when a credit analyst picks a recommendation that has an assigned URL or OA function, the analyst is presented with a new page where data can be entered and stored in Lease Management. This is used when an analyst is making a conditional approval. See: Approving a Credit Review with Conditions.