Before you begin, ensure the following settings are configured:

Roles

Navigate to Setup > Security > Roles to assign the necessary permissions:

• Client: Credit Control Edit: Allows users to modify credit control settings for clients.

• Client: Credit Control View: Allows users to view credit control settings for clients.

• Workflow: Credit Control Override Requests on Loan: Enables users to request overrides for loan credit control.

• Workflow: Credit Control Requests List Edit: Permits users to edit credit control request lists.

• Workflow: Credit Control Requests List View: Allows users to view credit control request lists.

• Workflow: Credit Control Requests Report: Grants access to credit control request reports.

Loan

Under Setups > Loan Related > General, set the Default Loan Status to "Application".

Client

Under Setups > Clients > General, enable the "Force Credit Control" option.