Change Credit Status

Use these instructions to change the credit status of a company.

1. From the company’s summary segment, click on the workflow button beside the Credit Status field.

   

2. The Change Credit Status workflow will open in a new window.

   If the 'Manage Credit Status' permission (under Administration>Administration>General Administration>Manage Security Profiles) is turned to No, you will not be able to open this workflow.

3. Select the new status in the New Credit Status field.

4. Click Confirm to complete the workflow.

   

5. After completing the workflow you are returned to the Summary segment and the field is updated.

6. Verify the Company Credit Status Updated and notes from workflow are posted to the journal.