Title here
Summary here
Credit Rules Callover
Concept
Credit Rules Callover supports Vendor Relationship Management by keeping vendor, portal, relationship, transaction, activity, or case records available in the current ERP route structure.
Fields
| Field | Meaning |
|---|---|
| Vendor / Partner | Vendor, partner, or account affected by the record. |
| Reference | Unique record or transaction reference. |
| Description | Human-readable summary or business context. |
| Status | Current workflow state, such as pending, active, approved, posted, closed, or retired. |
How To
- Open VRM -> Records -> Credit Rules Callover.
- Use search or filters to find an existing record.
- Open a record to review details and related sub-records.
- Click New when a new record is required.
- Complete the required fields and save.
- Use workflow actions only where they are available on the page.
Screenshot: VRM Credit Rules Callover list and detail view