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
*User need to fill up data in existing customer record if needs.
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.
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How to use the Credit Limit Worksheet
1) Select the action Credit Limit Worksheet
Case Handling and Example
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