Here you are going to learn about the steps to generate Credit control approval for shipment and report
Step 1: Login with Fresa Gold and create shipment in customer service module. (Fig-1)
Step 2: The below shipment will not allow to create, now click raise request for credit limit override. (Fig-2)
Step 3: Now click the create request. (Fig-3)
Step 4: Now go to Credit control module, the user must have credit control rights. (Fig-4)
Step 5: Click Credit control over ride approval. (Fig-5)
Step 6: Select list of override organization, kindly select to Approve then system will allow to create shipment and if Reject it will not allow to create shipment. (Fig-6)
Step 7: Now click yes to approve the confirmation. (Fig-7)
Step 8: Now system will allow to create shipment. (Fig-8)
Step 9: While taking report will not allow to generate the report, now click raise request for credit limit override. (Fig-9)
Step 10: Now click the create request. (Fig-10)
Step 11: Now go to Credit control module, the user must have credit control rights. (Fig-11)
Step 12: Click Credit control over ride approval. (Fig-12)
Step 13: Select list of override shipment/job, kindly select to Approve then system will allow to generate report and if Reject it will not allow to generate report. (Fig-13)
Step 14: Now click yes to approve the confirmation. (Fig-14)
Step 15: Now system will allow to generate report. (Fig-15)
I hope you got an idea about the steps to generate Credit control approval for shipment and report
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