We are trying to come up with a way of approvals for credit memos. RAs seem like the best route, but one idea is a user should be able to create RAs, but also create a credit memo if is under a certain dollar value.
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Nic Answer
07/09/2024, 9:13 PM
You could probably use a workflow to allow the credit button to appear / dissappear based on on RA value - you may have to execute as admin if they dont normally have access to credits or add a workflow on the credits to stop them saving a credit over the defined value and then give them permissions for credit memos. (this is a super quick response, but this is where i would start)
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Noel B
07/10/2024, 2:37 PM
Thank you for the suggestions. I have to determine if it is too much work for a couple of users to create the CMs for all the team of (5 or 6). Or go the workflow route where.