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Pre-Requisites

  1. Companies
  2. Customers
  3. Users
  4. Customer Credit - Setup

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In the top portion of the Manage Credit Queue screen the user can choose their company, division, date from, and date to:

*Note:  the 'Date To' field cannot exceed the date of the defined Credit Approval Days in the Company Master.

Example - If the Credit Approval Days is 5 and today is 8/11/2017, the field cannot go past 8/16/2017.

 

Approving, Denying, and Reviewing Credit Details 

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