The Review Pending Credit Requests process uses the Review Pending Credit Request; Manually approve linked sales order Receivables user security setting with the Installment Credit Approval Limits settings to determine if a user has permission to manually approve linked orders or if automatic approvals are processed. The following describes the effect of these settings on the approval process.
If you check this box, and any of the Installment Credit Approval Limits user settings are set, the manual approval process works as follows:
When the user attempts to manually approve the credit request and saves the request, a prompt appears asking if the user wants to approve the linked orders manually.
If the response is YES, each linked sales order is displayed for manual approval. The user can approve or not approve the order. If approved, the order is checked against the Installment Credit Approval Limits security settings. If any of the security checks fail, the order is not approved, but the credit request is approved.
If the response is NO, the linked credit hold orders are checked for automatic approval based on the Installment Credit Approval Limits security settings. Each order is displayed indicating whether or not it was approved and the credit request is approved.
If the request is Declined, the sales orders remain on credit hold and the credit request is closed.
If you check this box, and NONE of the Installment Credit Approval Limits are set, the manual approval process works as follows:
When the user attempts to manually approve the credit request and saves the request, a prompt appears asking if the user wants to approve the linked orders manually.
If the response is YES, each linked sales order is displayed for manual approval. The can approve or not approve the order. If the user chooses to authorize the sales order, the order is automatically approved without any further checks and the credit request is approved.
If the response is NO, the linked installment credit hold orders are checked for automatic approval based on credit limit and installment classification. Each linked order is displayed with an indication as to whether or not it was approved and the credit request is approved.
If the request is Declined, the sales orders remain on credit hold and the credit request is closed.
If you leave this check box blank, and any of the Installment Credit Approval Limits user settings are set, the approval process works as follows:
When the user attempts to manually approve the credit request and saves the request, the linked installment credit hold orders are checked.
If all linked orders pass the security checks, the credit request and the sales orders are automatically approved.
If any of the linked orders do not pass the security checks, all orders remain on F2 credit hold and the credit request is set back to its previous status.
If the request is Declined, the sales orders remain on credit hold and the credit request is closed.
If you leave this check box blank, and NONE of the Installment Credit Approval Limits are defined, the approval process works as follows:
When the user attempts to manually approve the credit request and saves the request, the linked installment credit hold orders are checked for automatic approval based on credit limit and installment classification. Each linked order is displayed with an indication as to whether or not it was approved and the credit request is approved.
If the credit request is Declined, the orders remain on credit hold and the request is closed.