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Overview


Excerpt

Credit managers and sales managers are authorized to reopen approved credits already approved, this option allows to restrict users from reopening credits that have already been approved.



Instructions

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Ui step

Go to Setup > Users > Company Users.


Ui step

 Use filters to "Search" for the user.


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 Go under the Actions column and click on "Edit".


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 Select the "Options" tab.


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 Enable the " Restrict from reopening Approved Credits". Leaving the option unchecked, users with Credit Manager and the Sales Manager roles will be authorized to reopen a credit.


Ui step

 Click on Save.



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