As soon as the credits are created, they are submitted for approval. Credits can be approved, rejected, reopened, edited. This article explains how to perform this actions.

bgColorWhitetitleColorWhitetitleBGColorSteelBluetitleWho Can Approve, Reject or Reopen Customer Credits

Who can approve credits?

• Create credits: Users with the Sales Role are allowed to create credits and submit them for review. Sales Manager and Credit Manager role can also create credits.
• Approve or reject credits: Users with the Sales Manager role are allowed to approve or reject customer credits.
• Reopen a credit: Once they are approved, the only roles authorized to reopen a credit, are the Credit Manager and the Sales Manager role.

Users with the Admin role can perform all the actions previously explained.

Approve Credits Associated to

an Invoice

1. Go to Order Entry > Add / Edit Credit.

1. Use the filter to Search for the order or credit needed, go to the Actions column. Hover the mouse over the pencil icon. The system will display the credits associate to the invoice pending.

1. Click on the Edit button. The system will open the Credit Details screen.
2. Click on the Approve Button to finish.

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Approve

and Reject

Credits from Credit

Summary

The Credit Summary displays both credits associated to invoices and those who are not.

small Ui step

1. Go to Order Entry>>Credit Summary.

1. Search for the credit with a Pending Review status.

1. In the Actions column click on the drop-down menu and select Approve or Reject.

1. Once the customer credit is approved or rejected, the system will send a notification to the salesperson.

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Reopen a Credit

tip

: If you want to restrict a given user from re-opening credits that have already been approved, activate the setting Restrict from reopening Approved Credits from User Options.

Credits Associated to Invoices

To reopen credits Associated to Invoices follow the next instructions

1. Go to Order Entry > Add / Edit Credit.

1. Use the filter to Search for the order or credit needed, go to the Actions column. Hover the mouse over the pencil icon. The system will display the credits associate to the invoice.

1. Click on the Reopen button.

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Standalone Credits

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Ui step

1. Go to Order Entry>>Credit Summary.

Ui step Search

1. Search for the credit with an Approved status.

Ui step In

1. In the Actions column click on the drop-down menu and select Reopen. The status will change to <resubmitted

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