How do I manage the credit status of a business partner?
This describes how you can manage the credit status of a single business partner. If you want to know how to set the credit status for an entire business partner group, click here.
- Open the entry of an existing business partner or add a new one.
- Go to the record tab “Statistics” at the bottom of the page.
- Double-click the field Credit Status of the statistics line and select a status from the drop-down list, e.g. Credit OK.
- metasfresh saves the progress automatically.
- Set credit limit.
- Request approval for the credit limit.
- Approve credit limit (only authorized users).
Zur Quelldatei auf github.com