How Often Should Initialize Credit Summaries be run?

Assumption: Use Pre-Calculated Exposure is checked on the Exposure tab of the Credit Check Rules form.

The frequency with which you run Initialize Credit Summaries is business dependent. However, Oracle can provide some recommendations.

1. If you want your customer's credit exposure to be very close to the online credit exposure calculation, then you will need to run it frequently (maybe this is hourly). Be careful as the parameter for Initialize Credit Summaries is Lock Tables. The tables to be locked are AR tables, so make your decision wisely as running Initialize Credit Summaries may impact your AR application users.

......If you want to lock the AR tables when you run Initialize Credit Summaries, it might be best to do this at night when no other users will be impacted.

3. When you first create a customer you would like to invoke credit checking on (or make changes to an existing customer's credit limit/order credit limit), then you will need to run Initialize Credit Summaries.

.....As a side note, if you make changes to an existing customer's credit limit/order credit limit and you want to re-credit check existing orders, run the credit check processor concurrent request.

4. If you enter all of your collections by let's say 2PM, then you should run Initialize Credit Summaries after that time to calculate a more accurate credit exposure.

5. If you enter many orders for a particular customer on a daily basis and want credit checking to include each order in the credit exposure, then you run Initialize Credit Summaries after each order or every other order.



Summary: The frequency with which you run Initialize Credit Summaries will be based on your business needs. Oracle has provided the above guidelines to give some insight as to when you might want to run Initialize Credit Summaries .