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.
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
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In this article you will learn how to review, edit, approve, reject, or cancel credits.
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Approve Invoice Credits
To review and approve credits associated with an invoice, do the following instructions:
Go to Order Entry and select Add/Edit Credit.
Search the order or credit.
Hover over the pen icon in the actions column to display credits associated with the invoice in a tooltip.
In the tooltip, click on Edit in the credit you are reviewing.
Review the credit details and make modifications if necessary.
Click on Approve.
Approve and Reject Credits from Credit Summary
The Credit Summary displays both credits associated
with invoices and those
that are not. You can also manage credits from this screen.
To approve or reject a credit request, do the following instructions:
Go to Order
Entry and select Credit Summary.
Search for the credit with a Pending Review status.
Click on the drop-down menu
in the Actions column.
Select Approve or Reject.
The system will
notify the salesperson after you approve or reject a credit.
Reopen a Credit
If you
need to modify an approved or rejected credit, you can reopen credits and send them back for review if the credit has not been applied as payment.
Reopen Invoice Credits
To reopen credits Associated
with Invoices
, do the
following instructions:
Go to Order Entry
and select Add/Edit Credit.
Search
the order or credit
.
Hover
over the
pen icon in the actions column to display credits associated with the invoice.
Select Reopen
.
Reopen Standalone Credits
Go to Order
Entry and select Credit Summary.
Search
the credit
.
Click on the drop-down menu
in the Actions column.
Select Reopen.
You can find the credits again in the Credit Summary with Resubmitted status.
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If you want to restrict a given user from reopening credits that have already been approved, enable the Restrict from reopening Approved Credits setting from the user options. To learn more, read Setup Company Users & User Options. |
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