Accounts Receivable Credit Requests Managing Credit Requests
Managing Credit Requests (continued)
Once the Credit Request functionality has been activated, a new option will appear on the customer tree labeled Credit Requests which is located below the Credit Memos tree option. When highlighting this customer tree option, a list of all open and closed Credit Requests is displayed in the Active Pane to the right. A new item, Open CR Requests is also added to the open/active items displayed in the Active Pane when initially opening a customer record or when highlighting the customer name at the top of the customer tree. Activities performed with Credit Requests are recorded in the Sedona Event Log for each customer.
The screen shot below illustrates the Open CR Requests option displayed when initially opening a Customer explorer record.
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