Receivables - EBS (MOSC)

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Validating Credit Recommendation Values for Custom Recommendations

edited Aug 18, 2020 5:02AM in Receivables - EBS (MOSC) 1 commentAnswered

Has anyone had experience with customizing credit recommendations?

We can create a custom recommendation, but the recommendation page always displays Value1 and Value2. We would like to not only customize those labels to make it more intuitive to what the credit analyst is supposed to enter (for example, entering a date in a specific format or entering a Yes/No or an amount) but also, in some cases, be able to validate the data the analyst enters (for example, only allowing them to enter a date that is within the next 30 days or only entering an amount less than 100,000).

We are able to use custom recommendations; but it would be more efficient and valuable to the business if such additional concepts above were able to be properly implemented.

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