Overview
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The Credit Summary screen provides detailed information about the credits issued for your customers. This article explains what options users have available from this screen. |
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There are several filters available, just click on the Search button and apply the filters in order to search for specific credits.
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Notice that from the Actions column, there are several actions you can perform for a specific credit:
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The Detailed Credit Report is an excel file that contains information about the orders and the credits placed for them. If any credit is created for an additional charge, the system will also include it in separate lines. Instructions1)
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The Credit Summary screen displays the next statuses: New: as long as a the Add Credit screen is opened for a given order, the system will display this screen, even if the user does not add any credit. A new credit can be created by a Sales, Sales Manager and Credit Manager user. Pending Review: once the user clicks on Submit for Review in the Add Credit screen, the credit will have an status "Pending Review". Approved: this is the status that a credit will have once the Sales Manager approve it. Rejected: this is the status that a credit will have once the Sales Manager reject it. Resubmitted: once a Credit Manager or Sales Manager user reopen a credit, this will be its status. |
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If you want to restrict a given user from reopen credits that have already been approved, activate the setting Restrict from reopening Approved Credits from User Options. |