Service Credit creation from Incidents/Outages

[tindiz]

Hi everyone, I am trying to follow the steps defined in product documentation on how to create a Service Credits from Incident or Outage.

Per the steps below, I need to select the record and click on the 'overflow' icon and select the Create Service Credit

However, I cannot seem to find that 'overflow' icon -

Even if I open the record, there is no way to create Service Credit.

I need to know how to do it from the Incident. Thanks!

[Dr Atul G- LNG]

Hi @tindiz 

1. Please check that do we have role to create this?

2. Also try from the native view once.

3. Is any condition need to met before you create Service Credit.

[tindiz]

Yes, these are the conditions when creating a Service Credit from an Incident which has been met and I am trying to create it as admin. My only issue is that I cannot seem to find the 'overflow' icon to create the Service Credit from Incident.

[Dr Atul G- LNG]

Hi @tindiz 

[tindiz]

yes, still has the same view even if I try to impersonate a user that has Vendor mgr role. Cannot seem to find where I can create Service Credit from Inc.