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            Set an Approval Limit for Disputed Transactions

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            Set an Approval Limit for Disputed Transactions

            For disputed transactions, you can set an approval limit for service reps. If a disputed transaction amount is within the approval limit, the Dispute Transactions flow marks the resulting case as Closed. Otherwise, the case status is marked as New.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
            2. In the list of custom metadata types, next to Transaction Dispute Approval Limit, click Manage Records.
            3. Click New.
            4. Enter a label for the approval limit.
            5. In the Agent Approval Limit field, enter the approval limit amount.
            6. Save your changes.
             
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