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Latitude Help
Generate Credit Report Requests
Use the Credit Report Requester window to run a query to request credit bureau reports for accounts that meet specific criteria.
To generate credit report requests
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In the lower section of the Credit Report Requester window, in the Credit Report Type list box, click the type of report to request.
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Click Request. The CBR Requester dialog box appears.
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Click Yes. A notification dialog box appears, which indicates the requests are complete.
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Click OK, and in the next dialog box, click Close.
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When you are ready to transmit the requests to the specified credit bureau, do the steps to Create a SmartALX Import File and Process Credit Bureau Report Requests Using SmartALX.