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08-Credit Limit Worksheet and add field in Customer Card

Setup

i. Customer Card
New field
Credit Limit Tolerance

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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