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 custom will allow users to have the credit decisions from the master agreement automatically populate on schedules that are associated to the master agreement via the API

Data fields to be set on the attached schedule from the master agreement:
  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)
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 are taken from the MA and the attached contract is updated with those values.

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