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The system by default only allows users with Sales Manager and Admin roles to to approve or reject customer credits. The system allows to make an exception so certain users are allowed to approve their own credits.

To enable the setting, do the following instructions:

  1. Go to Setup and select Users.
  2. Search the User you are modifying.
  3. Click on Edit in the Actions column.
  4. Click on the Options tab.
  5. Check the box next to Approve Own Credits.
  6. Click on Save.

Related Articles

Information

For further information on how to approve customer credits read How to Approve, Reject and Reopen Credits.

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