When the Insert Option is selected in the Credt Request Lookup program, the system activates the Credit Request Detail program so a new Credit Request can be created.
As the program is activated, the system will default the customer and invoice for the Credit Request into the appropriate fields – based on where the program was called from (if a customer was selected in the lookup, the system will default the customer, if an invoice was selected in the lookup, the system will default the customer and invoice).
Once the Credit Request Detail panel is displayed, you may enter the other required information for the new Credit Request.
Once you have saved a new Credit Request you may add a Comment or Images to the record, and you may view and edit the record using the Credit Request Lookup. Other operators in the system may also view and edit the record as required.