Accounts Receivable Credit Requests Credit Requests Planning
Before activating and using Credit Requests, it must first be determined which Users will be allowed to create Credit Requests, which Users will be able to approve Credit Requests and a dollar amount that the User Group is allowed to approve. Each User is linked to one or more User Groups; make certain the User Groups that you assign a credit limit will apply to the Users you want to grant these new permissions. You may have to re-design your User Group Security to accommodate Credit Request processing. Your company may create new User Groups for the Credit Request Processing and assign the Users involved in the process to the appropriate User Group. Please refer to the topic Credit Requests Setup for information on how to set up Users for the Credit Request processing.