Setting Up Credit Review Methods

Setting Up Credit Review Methods

Overview  

This video will show you how to set up the methods you want to use to credit review your customers. A step by step guide can be found below the video.


Steps 

  1. In System Setup, open System Data.
  2. Double click on the Credit Review Method line to open the table.
  3. Enter Edit mode.
  4. Use the New button to add a new Credit Review Method.
  5. Save the screen.