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Action menu for Credit Limit Worksheet added.  User can find in Departments => Financial Management => Tasks 

User can use the standard function Add to Actions on Role Center Ribbon if needs.

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2) Fill up the worksheet for review and apply new credit limit.  Select Action button Add Cust. to Credit Limit Wksh.

Remarks: user can fill up the Start Date, End Date, Customer, Calculation Value x, y manually

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Fill up the criteria for adding customer to the worksheet for review the sales amount and credit limit in the worksheet.

Field Description

(1) Start Date / End Date Enter the Date Range for allow system calculate the Sales Amount for the customer during the period (2) x / y - calculation figure for the calculate the suggested credit limit. The formula below provided by user during requirement stage  formula: a year or half year sales data / 12 or 6*3 or /12 or 6*2 or Others  (3) Filter criteria for Customer The screen capture show the sample below;  Review the customer with Nature of Business - RTL-MEDCO Review the Sales Data from 1/1/2020 to 6/30/2020  Formula for calculate Suggest Credit Limit = Sales Data / 6 * 3

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3) Select Action button Calculate Suggested Credit Limit...

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