Display the Credit Allocation Dialog Box

You display the Credit Allocation dialog box from the Contract Management form in the Projects hub.

  1. In the Navigation pane, select Hubs > Projects > Contract Management.
  2. Select the project for which you want to enter sales credit information.
  3. Click the Contract tab.
  4. In the Contract Management grid, hover over the contract row for which you want to enter sales credit information and click .
  5. Click Credit Allocation.