Updating Credit Field Authorization

To allow a user to change a customer's credit hold status, credit hold reason code, and credit limit, you must include the user in the Order Entry and Credit Field Update authorization groups:

  1. Select the user for whom you want to update credit field authorization.
  2. Ensure that the Super User check box is cleared.
    (If the user is a Super User, then the user already has permission to access any field on any form.)
  3. Save your changes, if any.
  4. In the Groups tab, add the Order Entry and Credit Field Update authorization groups for the user.
  5. Save your changes.