The following setup must be complete to process a credit request on an invoice.
Permissions Required
Review the following permissions required for credit request processing.
| Permission ID | Permission Name | Description |
| 332 | Invoice Adjustments - Pending Approval and History | Grants users permission to approve or deny pending invoice adjustments in the Invoice Adjustment - Pending Approval and History tool. Only user's who's job responsibilities include approving/denying invoice adjustments should have this permission. Permission 332 is not required to create an adjustment request. |
| 345 | Apply Credit to Invoice | Grants users permission to adjust an an account's invoice. |
Role Setup
Pathway: Setup > System > Role
To setup the Role Invoice Adjustment Limit and Adjustment Approval limit:
- Navigate to Setup > System Role
- Double click on the Role Name to open the Update Role tool
- Enter the Invoice Adjustment Limit. This is the maximum amount a user can credit an invoice by without needing approval.
- Enter the Adjustment Approval Limit. This is the maximum amount a user with Permission 332 can approve in the Invoice Adjustment - Pending Approval and History tool.
Reason Code Set Up
Pathway: Setup > System > Reason Code
Invoice Adjustment type Reason Codes are required when adjusting an invoice.
- Navigate to Setup > System > Reason Code
- Click + in the top left corner of the Reason Code Setup screen.
- This will open the Add Reason Code editor.
- Select Invoice Adjustment from the Type drop down field.
- Enter an ID. This displays under the Reason Code column in the Reason Code Setup screen.
- Enter a Name.
- Select a GL Account.
- Select Save when finished.