Credit Case Folder - Is it possible populate order amount in credit case folder? — Cloud Customer Connect
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Credit Case Folder - Is it possible populate order amount in credit case folder?

in Receivables & Collections 1 comment

Hello,

Once a sales order is created and placed on Credit Review Hold, a credit case folder is automatically generated and awaits action from the credit analyst for review and approval. Currently, the credit analyst reviews the customer name and approves the case accordingly.

We now have a requirement to include the sales order amount in the credit case folder, so that the credit analyst can view the specific order value while reviewing the case. Could anyone advice if this requirement can be achieved?

Regards,
Deepak Sharma

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