OTE – Before you can complete this task, please set up the release approval used by your customer.

Navigate to Data⇒Organisation⇒Customer

Locate the customer you wish to amend, using the Search function if required. Double click or click the edit icon to open the customer record.To set the Default Release Approval, select from the drop down list the Release Approval you are most likely to receive orders for from this customer, this determines the Release Notes to be printed on certificates for this customer. This can be amended per Sales Order as required.

Then click the Save button.