Credit Overrides Notification

Credit Overrides Notification

Overview

If you want for a given user to be informed when someone else approves a Credit Override request , you can do it by enabling the setting  Notify via email when a Credit Override is approved by somebody else.

 

Instructions

 

  1. Go to Setup > Users > Company Users.

  2.  Use filters to "Search" for the user.

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

  4.  Select the "Options" tab.

  5. Select the option  Notify via email when a Credit Override is approved by somebody else

  6.  Click on Save.

 

 

 

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Information

The system also sends an email notification to the salesperson that requires a credit override once it is approved. For further information about credit overrides, read Credit Limit Overrides