While the NAV-X Credit Management setup performs most of the setups for you, you might want to understand and review the setups to be able to make changes when needed. All setups described below can be reached by choosing the icon and entering the headings below.
The User Setup should be reviewed or updated for each user allowed to approve orders on hold or update credit limits for customers. For each user, who should be able to perform these tasks, you have to have a User Setup record defined and the field Credit Manager checked. The field User Auto Approve Credit Hold can define the behavior described below. The field is only editable when the setup Credit Hold Auto Approval in the Credit Management Setup is set to Defined by User Setup.
|No||No automatic approval for sales orders will be done.|
|Yes with Warning||Sales orders will automatically be approved and a warning will be displayed.|
|Yes without Warning||Sales orders will automatically be approved and no warning will be displayed.|
There is a standard way of automatically approving sales orders for specific users based on maximum dollar amounts. However, this functionality does not allow emails to be sent to other people to inform them. Standard Approval Workflows can define approval limits in the Approval User Setup.
Approval User Setup
Each user releasing sales orders or approving sales orders on hold should be configured as an approver in the Approval User Setup. You can define different approvers for different users. A user who should be able to approve sales orders on hold, should be setup in the Workflow User Group called CREDITAPPROVER. This group is automatically setup when you finish the Assisted Setup. It is important to setup email addresses for the Approval Users, if email notifications should be sent to users when an order needs approval. Learn more about Email Account Setup.
For each Payment Method you can choose, if you want to turn off the credit check or have it activated. By default, credit check is activated for each Payment Method. To deactivate the credit check for a specific Payment Method select Bypass Credit Check for a particular record.