Setup - Credit Request Processing

The following setup must be complete to process a credit request on an invoice.

Permissions Required

Review the following permissions required specific to credit request processing and it's setup. 

Role Setup

Pathway: Setup > System > Role

In Role Setup, review each role that permits invoice adjustments or participates in the approval process for adjusted invoices.  Additional details about Role Setup can be reviewed here: Role Setup

Reason Code Set Up

Pathway: Setup > System > Reason Code

In Reason Code Setup, create an 'Invoice Adjustment' reason code for each type of adjustment a user may qualify an adjustment under for an account. Additional details on reason codes can be reviewed here: Reason Code Setup


Related Articles

Adjustment History and Pending Approval

View Details / Adjust Invoice