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Overview


Excerpt

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. 


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titleWho Can Approve, Reject or Reopen Customer 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.



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titleHow to Approve a Credit?


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Ui step

Go to Order Entry > Add / Edit Credit.


Ui step

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.


Ui step

 Click on the Approve button. The status of the credit will be updated to Approved and you will be able to see it on the Credit Summary tab.

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titleApprove or Reject a Credit From the Credit Summary


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Ui step

Go to Order Entry>>Credit Summary.


Ui step

 Search for an order with a Pending Review status.


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


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

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Tip
titleOpen Credits Restriction

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.