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Finance | Project Operations, Human Resources, ...
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Credit Management Insurance and guarantees

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Posted on by 45

Hello experts,

I setup the a Credit limit for a german customer for 10000 EUR:

pastedimage1654178944646v1.png

On Credit management /Related informations/Insurance and guarantee I setup an Insurance from 50000 EUR.

pastedimage1654179121130v2.png

Finally I expected that an update about 50000 EUR in Field Insurance and guarantees. Unfortunatelly this update is not hapened.

pastedimage1654179261118v3.png

Many regards 

Liana

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  • Suggested answer
    saurabh bharti Profile Picture
    15,037 Moderator on at
    RE: Credit Management Insurance and guarantees

    Looks like you have added 100 % increase in credit limit value field (Second screenshot), if you change that to 0 or some other percentage you can see value updated.

  • Suggested answer
    Morgan Bazin Profile Picture
    80 on at
    RE: Credit Management Insurance and guarantees

    Hi Liana,

    I tried this process to see if I could replicate your issue and was successful in doing so.

    What I believe you are experiencing is a browser refresh issue - when you completed the insurance entry then closed that form, it did not refresh the underlying data on the customer form.

    Try clicking the field in question and/or reloading the record and this value should appear.

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