Bally internal use
Assign Customer Code
For an application with no credit terms. There is nothing to approve and nothing to sign — the code is all that is missing. If a client asked for credit terms, use the Payment Terms Approval page instead.
Which application are you coding?
Looking for applications waiting for a code…
Nothing is waiting for a code right now. If you were
expecting something here, it may already have been done — check the Approved
Application folder.
Type it exactly as it appears in the Client Data folder, including the date.
Customer code
This becomes the file name, so it can't contain
/ \ : * ? " < > |
What happens when you submit
- The signed application is filed as <code>.pdf in the Approved Application folder
- The client's row gets the customer code, terms COD, and status Approved