Professional Documents
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Version: 1
User Manual
Customer Credit Approval System
Prepared By: IT Team
Apr, 2015
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User Manual,
Version: 1
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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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.
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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;
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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Request Approval
Navigation
Customer Credit Approval System > File > Request Approval
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.
Search criteria
Search criteria is on following;
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User Manual,
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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
Approver
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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