For each User involved in the Credit Request process that will be able to sign-off the Credit Request, the User must be assigned to a User Group with a Credit Memo Limit set up and User Group security privileges that will allow the User access to the various functions of the Credit Request process. For more information on the User Group security privileges related to Credit Request Users, refer to Credit Requests – User Group Security.
For each User Group you may set a Credit Memo Limit amount. A User assigned to the group with a Credit Memo Limit amount will only be able to approve a Credit Request up to a total amount of the limit amount assigned to their User Group. You may have Users that you want to grant the permission to create Credit Requests, but not be able to sign-off on any amount requested. For these types of Users, their Credit Memo Limit would be set to zero.
