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Overview


Excerpt

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



Instructions

Ui steps
sizesmall


Ui step

Go to Setup > Users > Company Users.


Ui step

 Use filters to "Search" for the user.


Ui step

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


Ui step

 Select the "Options" tab.


Ui step

 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.



Panel
titleRelated Articles

Filter by label (Content by label)
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showSpacefalse
sorttitle
cqllabel in ( "users" , "options" , "customer" , "gpm" , "user-options" )
labelsusers, options, gpm, customer


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