You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How to auto-approve dispute based on User Role and system automatically create Credit Memo

edited Oct 11, 2026 6:13PM in Receivables & Collections 4 comments

Summary:

We have a requirement for the Credit Memo Approval workflow created from Collections disputes:

If the user raising the dispute has the AR Manager role, the dispute should be automatically approved.
If the user raising the dispute does not have the AR Manager role, the dispute should be automatically rejected.

Content (please ensure you mask any confidential information):


Version (include the version you are using, if applicable):



Code Snippet (add any code snippets that support your topic, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!