Approve Credit for a Work Order That Exceeds Customer Credit Limit

Modified on Thu, 15 Jun 2023 at 04:27 PM

1. First, try to close the work order by clicking Configure Icon > File > Close/Invoice.

Screenshot of: First, try to close the work order by clicking Configure Icon > File > Close/Invoice.


2. Click "OK"

Screenshot of: Click "OK"


3. Click "Yes"

Screenshot of: Click "Yes"


4. To initiate credit approval, click Configure Icon > Entry > Credit Approval.

Screenshot of: To initiate credit approval, click Configure Icon > Entry > Credit Approval.


5. Select work order that needs approval.

Screenshot of: Select work order that needs approval.


6. Set Approved Amount and then click "Approved"

Screenshot of: Set Approved Amount and then click "Approved"


7. Click "Cancel" to return to invoice.

Screenshot of: Click "Cancel" to return to invoice.


8. To close work order, click Configure Icon > File > Close/Invoice

Screenshot of: To close work order, click Configure Icon > File > Close/Invoice



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