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CC Customer Credit Manager

CC Customer Credit Manager

Owned by Kyle Wilkinson
Oct 25, 2023
1 min read

Follow the path: Xmc>Financial Management>General Operations >Customer Credit Manager

 

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This will allow an A/R specialist to manage customers. It provides the credit limit, it likes a tracker such as their payments, invoices, etc. It is one place where a person can manage a customer’s credit.

 

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Information about navigating the Epicor ERP application

*For a basic quote-to-cash scenario that’s only 36 pages, System Flow education doc is here on SharePoint. 
*The rest of the Education documents are good guides to basic Epicor functionality.