How do I request approval for a credit limit?
Before a credit limit can take effect, it first has to be approved by an authorized user.
- Set a credit limit for a business partner.
- Go to the record tab “Credit Limit” at the bottom of the page and select the line of the credit limit for which you want to request approval.
- Start the action “Credit Limit Request Approval”. An overlay window opens up.
- In the field Approved by, select the authorized user who shall approve your request.
- Click “Start” to request the approval and close the overlay window.
Note: The authorized user will now receive a notification in the upper right corner with the request to approve the credit limit.
Zur Quelldatei auf github.com