Accounts Receivable                                                   Credit Requests

Credit Requests using the Credit Template (continued)

4.  Create the Credit Template - The blank Credit Template form will be displayed.  Fill in the form with the desired selections, then click the Save button when finished. 

While in the credit template form, the User has the option of marking the Credit Request for future invoice type application.  If the Credit Request is approved and a Credit Memo is created, the credit will automatically be applied to the next invoice type posted for the selected invoice type(s) on the Future Auto Apply form.  The ability to use the Future Auto Apply option is controlled by User Group security.  If the User working on the Credit Request template does not have this permission granted, this checkbox will be grayed-out and unavailable for use.  Please refer to Credit Requests User Group Security for more information.

FRM 4008-1

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