What's Changing?
Introduction of the ability to close credit requests that may no longer be valid or won’t be completed.
Release Date: 22nd November 2018
Customers Affected
Any user with the correct permission can use this functionality.
Release Notes
This functionality is controlled by a user permission. To have this user permission switched on, please request access from your Customer Success Manager (CSM).
If a user records an invoice against a GRN with a discrepancy and raises a credit request, they are taken to the Credit Request screen.
On the Credit Request screen there will be a new button - Close Credit Request.
Fig.1 - New Close Credit Request button
When a user selects this button, they are given a warning prompt confirming that they want to close the credit request.
On closing the credit request the invoice will be marked for export and the Document Reconciliation status is updated to “Marked for Export”.
If the user returns to the Document Reconciliation screen and searches for the credit request they will see that the status has been updated to reflect the change.
Fig.2 – Closed Credit Request status
Introduction of the ability to close credit requests that may no longer be valid or won’t be completed.
Release Date: 22nd November 2018
Customers Affected
Any user with the correct permission can use this functionality.
Release Notes
This functionality is controlled by a user permission. To have this user permission switched on, please request access from your Customer Success Manager (CSM).
If a user records an invoice against a GRN with a discrepancy and raises a credit request, they are taken to the Credit Request screen.
On the Credit Request screen there will be a new button - Close Credit Request.
Fig.1 - New Close Credit Request button
When a user selects this button, they are given a warning prompt confirming that they want to close the credit request.
On closing the credit request the invoice will be marked for export and the Document Reconciliation status is updated to “Marked for Export”.
If the user returns to the Document Reconciliation screen and searches for the credit request they will see that the status has been updated to reflect the change.
Fig.2 – Closed Credit Request status
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