Articles
Credit Approval
The credit approval process starts by creating a credit approval rule. This process continues with the creation of a credit that meets a credit approval rule. This includes any method for creating a credit, including the one-click credits created by...
Credit Approval Queue
On the Invoices page, there is a new tab called Credit Approval Queue. The credit approvals grid has these columns: Credit # — Number of the credit entered the credit approval queue Customer Name — Customer # and Customer Name the credit was crea...
Credit Approval Setup
There is a setup feature for credit approval rules. (Setup > Operations > Credit Approval Rules) Use this to define the credit approval process and to specify the parameters that determine whether a credit needs to be approved and to whom the parame...