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Email Setup: 

1. This is required for the Approval group to be notified when there is an invoice pending approval.
   1. System Manager > Company Configuration > System Manager > SMTP Email Settings

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Creating an Approval List (group):

1. An approval list must be set up if any approvals are to be required to post invoices 
   1. Common Info > Approval List
   2. Open a List / Create new list
   3. Add approvers to the list
      1. Assign approval limits
      2. Toggle email request

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Credit Details:

Note: The system will not check for credit when entering a cash invoice for a customer.  

1. Open the customer record. Navigate to Sales > Customers (select a customer) > Customer tab > Misc tab.
2. Note the Display of:
   1. Credit limit - The maximum amount of credit to be extended to the customer as determined by the Credit Manager from the Credit Application.  When entering an invoice or an order, if the customer will exceed this limit with their total AR balance, the transaction will be processed according to the setting in the “Credit Code”. 
      1. Enter 9 - 9’s to (essentially) bypass this feature and not check for a Credit Limit amount.  
      2. Enter 0.00 to trigger the Credit Limit validation anytime an invoice is posted.
         1. This field is required for the "Credit Code" to operate properly.
         2. The
      3. Blank = no limit.  
      4. It is highly recommended that the
         1. 'Approval' menus (see
         below
         1. above)
         are
         1. must be properly configured when applying a credit limit.
          
      5. This field is required for the "Credit Code" to operate properly.
   2. AR Balance - Displays the current balance of any all outstanding invoice invoices or creditcredits/prepayments.   
   3. Credit Stop Days- The number of days allowed for payment of the account before stopping credit for this customer.  Enter all 9’s for unlimited.  The system will allow a cash sale or cash refund for said customer.  When entering an invoice or an order, if the customer will exceed this limitUpon posting invoice, if there is an existing open invoice equal to or exceeding the number of Credit Stop Days, the transaction will be processed according to the setting in the “Credit Code”.  
      1. Enter 9 - 9’s to (essentially) bypass this feature and not check for Credit Stop Days.
         1. Note: Entering a number larger than 2,147,483,647 into the Credit Stop Days field will result in value not being saved as this is over the maximum value for the field.
      2. Enter 0 to trigger the Credit Stop Days if there is any outstanding balance in the 'Current' AR aging bucket.
      3. This field is required for the "Credit Code" to operate properly.
   4. Credit Code- This field will determine how the customer’s order/invoice will be processed in the Sales Ticket Entry program when the credit limit is reached. The credit limit will be set in the “Credit Limit” and “Credit Stop Days” fields on this screen.
      1. Refer to the linked page for detailed information on the individual Credit Codes:  Credit Codes
   5. Active- Toggle that allows the Credit Limit to be applied, or ignored with a single click.
   6. PO Required- The record cannot be saved or processed without PO Number entered. If enabled, a prompt will display when creating a transaction to enter this informaitoninformation.
   7. Credit Hold- To be removed.  This feature has been incorporated into the Credit Code of "Monitoring" or "Always Hold"
      Image RemovedAllows the user to toggle credit hold on/off without modifying the 'Credit Limit', Credit Stop Days', or 'Credit Code' field.
      
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Setting the ApproverApproval Process:

1. Open the customer record.  Navigate to Sales > Customers (select a customer) > Customer tab > Misc tab.
2. Note the display of:

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Approvals not Required

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There are two approval items for commissions. First, within commissions there is an approval required for certain conditional incentives. These will set in the "sales approval" screen for the appropriate approver until approved.

The other approval is to have an overall approval for commissions processed. Once commissions are processed, a report will be generated. Commissions will need approved before they will process in AP or payroll. Whoever the approver is must view the report and approve before commissions will transact to AP and payroll. The approval will show in the "sales approval" screen for the appropriate approver until approved.

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1. General Tab
2. Under the Web Portal Approvals menu, select the transaction type in the 'Require Approval For' column
3. Select the Approval List created from Common Info > Approval List

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