08-Credit Limit Worksheet and add field in Customer Card
A place for review all customers & apply all new C/L at the same time.
i. New field in customer card
New field Credit Limit Tolerance added. This field also related to then enhancement for Credit Approval
iI. Action Menu
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. |
How to use the Credit Limit Worksheet
1) Select the action Credit Limit Worksheet
Case Handling and Example
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