Description

Workflow Description

The system sends a workflow message to the credit manager when a user, such as a customer service representative, updates the credit limit for a customer. The credit limit change is not updated to the customer master record until the credit manager approves the credit limit change. The system also sends a workflow message to the credit manager to approve an initial credit limit for new customers that are added to the system.

Workflow Trigger

Adding a new customer master record or updating the credit limit field for an existing customer master record.

Workflow Action

The credit manager of the customer whose credit limit is changed receives a workflow message that requests approval of the change. When the credit manager accesses the approval form, they are presented with the existing credit limit, the requested credit limit, and options to approve or reject the requested credit limit.