Add a Credit Reason

To add a new Credit Reason, from the main menu, arrive at the Credit Reasons setup with this path: Setup > Other > Credit Reasons.

The Credit Reasons list will be displayed.  Click on the Add Credit Reason button at the upper left of the form.

 

The Credit Reason form will be displayed.   There is only one field on this data entry form – Name.  Enter the name to describe the proposal.  This field will allow a maximum of 50 characters.

When finished, click the Save button at the bottom of the form.

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