Order Management users can now send a Funding Issue Request to Sales Reps to correct paperwork during the funding process. Previously, it was possible that the paperwork had issues that prevented funding and the process to resolve was handled offline. This new Request type and workflow for this scenario enables reporting on Funding issues and a standard procedure for all Regions.
Process
Order Management Users can create a “Funding Issue” Request on a Proposal that will automatically assign to the Sales Rep on the deal.
The Order Management user will enter the missing information in a free text box which will be displayed to the Sales user in an email notification and within PREO.
Sales Reps will have an open request on their PREO home page to remind them of actions that are required to take.
The Sales rep will upload the corrected paperwork and complete the request closing out the process.
This data will be available to report on by filtering on “Request Type” when reporting on requests.
