Page History
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- Open the customer record. Navigate to Sales > Customers (select a customer) > Customer tab > Misc tab.
- Note the display of:
| Field | Message to User | Action |
|---|---|---|
- Approvals not Required- When checked, any record that is subject to review may be approved by any user
- Invoice Posting - List of users who are authorized to post an invoice for this customer. Blank = all usersPosting activity will not occur until confirmed by someone on the approval list.
- Over Credit Limit - List of users who are authorized to override / approve a credit check on a record. Blank = all users
- Order Approval -
- Quote Approval:
- Order Quantity Shortage:
- Receive Payment Posting:
- Commissions:
- Past Due:
- Price Change:
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