Purpose

Use this segment to group records for credit hold review reporting and review.

Behavior

AreaSetting
Applies to transactionsYes
Available in reportsYes
FilteringAvailable in saved searches

Operational notes

  • Keep segment values stable because they are commonly used in reports.
  • Review role access before adding sensitive segment values.

This object references:

Technical reference

Record identity

ItemValue
Record nameDemo Region
Script IDcseg_demo_region
Object typeCustom Segment
Source XMLObjects/cseg_demo_region.xml

Project assignment

ItemValue
Primary projectPricing Review Process
Record typesReturn Authorization, Contact