Overview


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, Reject or Reopen Customer 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.


How to Approve Credits Associated to Invoices?

Go to Order Entry > Add / Edit Credit.

Use the filter to Search for the order or credit needed, go to the Actions column. Hover the mouse over the pencil icon. The system will display the credits associate to the invoice pending.

 Click on the Edit button. The system will open the Credit Details screen. Click on the Approve Button to finish.

Approve or Reject a Credit From the Credit Summary

The Credit Summary displays both credits associated to invoices and those who are not.

Go to Order Entry>>Credit Summary.

 Search for the credit with a Pending Review status.

 In the Actions column click on the drop-down menu and select Approve or Reject.

 Once the customer credit is approved or rejected, the system will send a notification to the salesperson.

How to Reopen a Credit

Open Credits Restriction

If you want to restrict a given user from re-opening credits that have already been approved, activate the setting Restrict from reopening Approved Credits from User Options.

Credits Associated to Invoices

To reopen credits Associated to Invoices follow the next instructions

Go to Order Entry > Add / Edit Credit.

Use the filter to Search for the order or credit needed, go to the Actions column. Hover the mouse over the pencil icon. The system will display the credits associate to the invoice.

 Click on the Reopen button.


Standalone Credits


Go to Order Entry>>Credit Summary.

 Search for the credit with a Pending Review status.

 In the Actions column click on the drop-down menu and select Reopen.