User Manual,

Version: 1

Customer Credit Approval System

User Manual
Customer Credit Approval System
Prepared By: IT Team
Apr, 2015

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User Manual,
Version: 1

Customer Credit Approval System

Table of Contents
Introduction.......................................................................................................................... 3
Scope of System................................................................................................................... 3
System Navigation................................................................................................................ 3
System Data Flow................................................................................................................. 3
Customer Credit Request...................................................................................................... 4
Navigation......................................................................................................................... 4
Customer Credit Request Form.......................................................................................... 4
Search / Load request..................................................................................................... 4
Request.......................................................................................................................... 5
Request Detail................................................................................................................ 5
Request Approval.................................................................................................................. 6
Navigation......................................................................................................................... 6
Request Approval Form...................................................................................................... 6
Search Request Pending for Approval............................................................................. 6
Approve / Reject............................................................................................................. 6
Save Decision................................................................................................................. 7
Customer Credit Limit View.................................................................................................. 7
Navigation......................................................................................................................... 7
Customer Credit Limit View Form...................................................................................... 7
Search criteria................................................................................................................... 7
User Rights........................................................................................................................... 8
Level of rights.................................................................................................................... 8
Requester....................................................................................................................... 8
Approver......................................................................................................................... 8
View Only....................................................................................................................... 8

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Customer Credit Approval System

Introduction
Customer Credit Approval System is to update customer credit ceiling amount and credit
days through approval hierarchy. It will record all requests to change customer ceiling and
days with request status change and approver remarks and action taken. After getting
final approval as approve, requested change in customer ceiling amount and /or days will
be updated and available for further controls or reporting.

Scope of System
Customer Credit Approval System is related to customer, all companies running order
management system can be facilitate with the system to have control on customer ceiling
amount and days.

System Navigation
Customer Credit Request System is available at [Dnet > ERP > Customer Credit Approval
System]. The system is under single sign-on same as other ERP systems are running. All
rights within system and level of access will grant by system administrator on approval.

System Data Flow

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Customer Credit Approval System

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Customer Credit Approval System

Customer Credit Request

Navigation
Customer Credit Approval System > File > Customer Credit Limit Request

Customer Credit Request Form

Customer Credit Request form can divide in three main areas;
1. Search / Load request
2. Request
3. Request Detail
Customer Credit Request [Screen Shot]

Search / Load request

To search request, user can give parameters;

Company: on which user is granted to request, this field is mandatory to perform

any action on customer credit request form.
Business Area: Business area of selected company and on which user have rights
to create request.
Customer : Customers of selected company

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Customer Credit Approval System

Status:
Status of Request, on which user want to search for follow-up or to
perform further action.
Search: After selecting above parameters, user can search by click on [Search]
button. That will show all requests that meets given parameters.
Load: Load button is to facilitate user; to load all customers of selected company
and business area to request for update their ceiling amount or days or both.
Limitation: User cant create a request without any change in current ceiling
amount / days. To remove un-changed requests within bulk, user has to check [Clear
Unchanged] before saving requests

As in screen shot; user select company 105 Descon Chemicals Limited and business
area as 431 Coating and search for its requests.

Request
To create a new request;

Company; validated from list of granted companies

Customer; from List of customers of selected company
Business Area; with validation from list of business areas assigned with selected
customers and requester is granted to create request. It will also populate current
ceiling amount and days in Previous ceiling & days column
Requested Ceiling / Days; enter ceiling amount / days to request for approval and
apply changes. There must be at-least one change in amount or days to create
request.

Request Detail
At bottom of the form request detail area is to update requester on every change in
request status. That will facilitate the user to follow-up the request and let him to know the
approver comments on request with status update. A new line will be added in request
detail, with change in request status.
To get detail of request; user can search the request and it will show detail of selected
request.
Next Approver: will show the next user who will be approver of the request, or on whom
desk the request is waiting for decision.
As in screen shot; selected request detail shows, that request is approved from first
approver and pending on user showing in next approver field. It also showing the detail of
every action with its date time and remarks given by approver.

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Customer Credit Approval System

Request Approval
Navigation
Customer Credit Approval System > File > Request Approval

Request Approval Form

This form is available only for the users having rights as approver on combination of
company and business area.
Customer Credit Request Approval [Screen Shot]

Steps to apply decision on request are;

1.
2.
3.

Search Request Pending for Approval

Approve / Reject
Save Decision

Search Request Pending for Approval

Search requests by giving available parameters. It will show all requests on given criteria
and log-on user as next approver of the request.

Company [Mandatory]: on which user have right to approve a request.

Business area [Optional]: on which user have right to approve a request.
Customer [Optional]: All customers of selected company.

Approve / Reject
Approver can approve / reject; in any case remarks are mandatory.

The check-box above the approve column is for [Approve All]. It is for multiple
request approval. In that case a window will appear to get remarks for all approved
requests. These comments / remarks will be attached with each request individually.
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For rejection, approve has to reject each request one-by-one, and give remarks
against each request.

Save Decision
Approver will save decision applied on requests. System will hide all requests against
which decision has made.

Customer Credit Limit View

Navigation
Customer Credit Approval System > File > Customer Credit Limit View

Customer Credit Limit View Form

Form is available to view active credit limit of ceiling amount and days of customers on
selected criteria. User can view current credit limit of all customers of company and
business area, on which he has rights of request create or approval or view only.

Search criteria
Search criteria is on following;

Company [Mandatory] : Select from assigned

Business Area: Business areas of selected company and user have rights on it.
Customer: Select from list of customers of selected company.
Hide Zero (Ceiling / Days): User have option to hide customer record having
ceiling amount zero or with zero days credit or both.

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User Rights
User rights are granted by system administrator on approved request.
Every user have rights with combination of company and business area.

Level of rights
Requester

A user can be a requester of different combination of company + business area.

The request generated in selected company and business area will forward to its
approver.

Approver

A user can be an approver of difference combinations of company + business area.

User cant be approver and requester of same business area of a company.

View Only

A user may have view only rights on combination of company + Business area.
If a user is requester or approver of a business area of a company, view only rights
will also available automatically.

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