Once you have setup your employees and User Group Credit Memo limits and User Group security options you may begin using Credit Requests. This section describes the flow of a Credit Request from the creation of a Credit Request to the final generation of the Credit Memo on the customer’s account. In the example provided, we are using a three step sign-off process using a Credit Template.
For step by step instructions on creating Credit Requests, follow the topic links found on the Credit Requests Overview page.
Create a Credit Request & First Sign-off
In the screen shot below, a Credit Request was created using a Credit Template by the lowest approval level User Amanda. Amanda’s User Group security only allows her to approve a Credit Request for up to $50.00. Since the Credit Request amount is for $65.00, when Amanda clicked the Sign-Off 1 button, the amount defaulted to her maximum Credit Memo approval amount which is $50.00. The next employee to whom the Credit Request is assigned may accept, increase or decrease the approved amount of the original requested amount.
