Scenario map
Follow the operating track, open a scenario, and see where responsibility changes hands.
2 tracks8 scenarios
CR
Credit creation
Turn extra money and cancellations into credit, refunds, or write-offs.
CU
Credit use and transfer
Spend credit oldest-first, move credit between clients, or move an unpaid balance.
Shared operating concept
SettleWise
Alerts connected to this scope
These alerts depend on records in this scope. The responsible person corrects the trusted source before the next step in the money loop.
A name in this matrix documents operating coverage; it does not grant application access by itself.
| Alert | When | Source scope | Trigger summary | Responsibility | Coverage | Status |
|---|---|---|---|---|---|---|
| Large client credit unused | Close | Credits | A client carries a material credit balance that has not been applied to a new invoice. | Primary: Sales reads the commercial picture before the next saleEscalation: Accounting when the credit source is unclear | Primary: SalesBackup: Accounting | Needs review |