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为客户冲销费用
使用费用冲销服务流程提交请求,以完成客户的费用冲销。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
使用费用冲销服务流程提交请求,以完成客户的费用冲销。
| 适用于:Lightning Experience |
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
当客户要求撤销其财务账户的费用时,您可以使用费用撤销服务流程来快速提交费用撤销个案以供审核。经理查看费用冲销个案详细信息,然后选择履行类型并请求冲销费用、上报个案或完结个案的原因。

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