Accounts Receivable Credit Requests How To Create a Credit Request with a Credit Template
Credit Requests using the Credit Template (continued)
4. Credit Request Sign-Offs - The User may press the Sign Off 1 button on the Credit Request or press the Save button located at the lower right of the form to complete the Credit Request.
If the User creating the Credit Request has the appropriate permissions to generate credit memos and that User’s credit memo limit is equal to at least the total amount of the Credit Request, pressing the Save button will prompt the User with a message asking if they are ready to create the credit memo.
If the User’s credit memo limit is less than the requested amount, the Credit Request will remain in the Credit Request List until a User with the appropriate credit memo limit opens the Credit Request and presses the Save button to create the Credit Memo.
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