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Setup

What you'll do here:

  • Enable Customer Credit Rating and choose the credit rating agency.
  • Enter the agency API key.
  • Decide whether to update the customer credit limit automatically.
  • Manage the subscription and assign the permission sets.

Overview

The Customer Credit Rating Setup page controls whether the app is active, which agency it uses, and how results are applied to customers. Open it by searching for Customer Credit Rating Setup in Business Central.

Prerequisites

  • An active Customer Credit Rating subscription through Dynapro Licensing.
  • The Credit Rating Setup permission set assigned to the user who performs the setup.
  • An API key from the credit rating agency (Bislab).

Configure settings

Search for Customer Credit Rating Setup, then set the fields described below.

General

Setting Description
Enable Customer Credit Rating Turns the app on. When on, the app registers a trial subscription if none exists and makes the other fields editable. You must log out and back in for the change to take full effect.
Credit Rating Agency The agency used to retrieve credit ratings. Bislab is available by default.
Update Customer Credit Limit When on, the app writes the agency credit limit to the customer's Credit Limit (LCY) field after each check.

Credit Agency

This group appears when Credit Rating Agency is Bislab.

Setting Description
API Key The API key for Bislab. The value is masked and stored securely.

Manage the subscription

The setup page includes actions to manage the Dynapro license. These appear in online (SaaS) environments.

Action Description
Update License Synchronises the subscription with the Dynapro licensing server.
Register Trial License Registers a trial subscription with the Dynapro licensing server.

Permission Sets

Permission Set Purpose
Credit Rating Setup Assign to administrators who configure the setup page.
Credit Rating Edit Assign to users who run credit checks and read credit information.