Published at: 2026-10-12

Configure Credit Management

Enable Credit Management, initialize occupancy rules and customer credit grants, and add credit control on the CRM account.

Overview

After you purchase the license, Credit Management appears in Setup. Enablement checks for a Customer Fund Account license. If that license is missing, the system prompts you to enable it first.

Before you begin

❗
  • The Credit Management license is purchased.
  • Customer Fund Account is enabled.

Steps

  1. Open the Credit Management menu in Setup and enable Credit Management.
  2. Confirm that Occupancy Rule and Customer Credit Grant are initialized.
  3. Confirm that menus such as Credit Balance Inquiry are preset.
  4. Confirm that Credit Occupancy Details is also preset.
  5. Confirm that the Account object has the Credit Control field.
alt text alt text 6. Configure occupancy rules, then tell users to enable Credit Control on the Existing Account record after a credit grant.

Verification

  • Enablement is blocked if the Customer Fund Account license is missing.
  • After enablement shows Activation Successful, you can open occupancy rules, customer credit grants, credit balance inquiry, and credit occupancy details.
  • The account detail shows Credit Control.

Related topics

Submit Feedback
Previous
Configure account validation rules
Next
Configure credit occupancy rules