Set Credit Decision on Schedules Attached to Master Agreement or Line of Credit via API

Set Credit Decision on Schedules Attached to Master Agreement or Line of Credit via API

This work was completed under Work Item 48900 and was included in the v5.20.69 release in Aug, 2025. 

This functionality will allow users to have the Credit Decisions and other Credit fields from a Master Agreement automatically populate on Schedules that are associated to the master agreement via the API.

Whenever a new or existing contract is assigned as a child to a parent Master Agreement/Line of Credit contract via the API Contract endpoint  (POST or PUT),  several credit data fields and a credit UDF are now populated with the values from the parent, overwriting any existing child values, even if the parent values may be blank.  

Data fields to be set on the attached schedule from the Master Agreement/LoC:
  1. Credit Decision Value
  2. Credit Decision Date
  3. Credit Decision Expiration Date
  4. Credit Decision Days to Expire
  5. Contract Status Credit Rating
  6. Contract Status Credit Score
  7. UDF - 'Credit Rating' (RID 'Credit Rating)
    1. This is a Contract Credit UDF 
Example Use Case: MA is created with a Purpose of Finance. That contract has a Credit Decision made and set. Additional contracts are then associated with that Master Agreement via an API call. When the schedule is attached, specific Credit Decision values (bulleted above) are taken from the MA and the attached contract is updated with those values.

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