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since ‎08-27-2019
‎08-27-2019
sgangal
sgangal
Newly Enrolled

Re: Creating report with aging buckets

by Newly Enrolled sgangal in Analytics
‎08-27-2019 01:56 PM
‎08-27-2019 01:56 PM
Rolando:   Question ... What if we need "Credit Memo Aging", how do we go about doing this?   For the Invoice the "Days Overdue" is available, so we can bucket using this, however, for Credit Memo there is no such field like "Days Overdue".   If we need to make the Aging of Credit Memo using the (Date Today - Credit Memo Creation Date) then is that possible?    Can you please guide how to do this sort of Aging for Credit Memo? Thanks. ~ Salil ... View more

Credit Memo: Amount Limits + Approval Hierarchy

by Newly Enrolled sgangal in Admin & Settings Ideas
‎08-27-2019 11:03 AM
‎08-27-2019 11:03 AM
Hello,   I will like put forth a suggestion related to Credit Memos.   (1) Please consider implementing a mechanism to limit Credit Memo creation by "Amount" e.g User role "A" should be permitted to create a Credit Memo <= $100 User role "B" should be permitted to create a Credit Memo <= $1,000 User role "C" should be permitted to create a Credit Memo <= $5,000 etc. (2) Please consider implementing a mechanism to have approval hierarchy for Credit Memos  e.g. All Credit Memos >= $500 and < $2,000 need approval by Supervisor "S" All Credit Memos >= $2,500 and < $5,000 need approval by Manager "M" All All Credit Memos >= $5,000 need approval by Director "D" etc.   Thanks. ~ Salil     ... View more
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