Credit Department Email Addresses
System Maintenance Menu -> Configure
System Settings -> Customer Management Tab ->
General Settings -> Credit Department Email
For each Division, list the email addresses of the Credit
Department personnel that should be informed when a sale quote is
submitted for credit approval in Sale Approval
Quotes and also if the submit status is revoked for a sale
quote in the Remove Sale Quote Approval
utility.
The addresses can be maintained in the Credit Department Email
Addresses window on the Customer Management tab of the
Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the Customer Management -
Credit Department Email in order to access this table.
-
- Notification to the Credit Department can be by Division and/or
Company-wide:
- Enter the Division or select one from the window, to define
email addresses specific to that Division.
Type ALL in the division field to enter email addresses that will
be notified for all credit approval quote activity
company-wide.
The Division of the Sale Approval Quote is
included in the subject of the email.
EMAIL ADDRESS
- List the email addresses, or search for and select them from
the Email Address Search
window.
Refer to Sale Quotes Pending Approval for
an overview on this feature.
Topic Keyword: RSVH09 (3691)