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Requirement: Credit Check Process based on GUP Hierarchy — Cloud Customer Connect
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Requirement: Credit Check Process based on GUP Hierarchy

edited Apr 8, 2021 3:01PM in Receivables & Collections


Hello Team,

We have a requirement to set the credit limit only at Global Ultimate Party (GUP) level not at Party or Account level.

Client has two business segments which works as separate entities. There would be different Business Units (Vision Corp1 and Vision Corp2) for them.
They want the credit limit to be setup separately for two business segments. But they don't want to duplicate their Parties or Accounts which means, two business segments will be using same customer records (parties, accounts and sites)

Please refer the attached screenshot, we have set two hierarchies for each GUPs (Vision Corp1 and Vision Corp1) and mapped the parties to them.

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