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Prevailing Credit Rules

Concept

Prevailing Credit Rules supports Vendor Relationship Management by keeping vendor, portal, relationship, transaction, activity, or case records available in the current ERP route structure.

Fields

FieldMeaning
Vendor / PartnerVendor, partner, or account affected by the record.
ReferenceUnique record or transaction reference.
DescriptionHuman-readable summary or business context.
StatusCurrent workflow state, such as pending, active, approved, posted, closed, or retired.

How To

  1. Open VRM -> Records -> Prevailing Credit Rules.
  2. Use search or filters to find an existing record.
  3. Open a record to review details and related sub-records.
  4. Click New when a new record is required.
  5. Complete the required fields and save.
  6. Use workflow actions only where they are available on the page.
Screenshot: VRM Prevailing Credit Rules list and detail view
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