How You Define Approval Groups for the Credit Memo Workflow

There are two predefined rule sets for the credit memo workflow: Collection agent rule set and Non-collection agent rule set.

These two predefined rule sets refer to two approval groups that aren't predefined. The approval groups are:

• Collection_Manager_Approval_Group

• Billing_Manager_Approval_Group

You must define the two predefined approval groups and assign users to the groups using these steps:

1. Create one approval group called Collection_Manager_Approval_Group and one approval group called Billing_Manager_Approval_Group.

2. Assign the users that you want to each approval group.

Note: You must assign the user with the Billing Manager role to the Billing_Manager_Approval_Group.