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SOP - Cash Credit Approval Request

Instructions on handling a Cash Credit Approval Request for XBS Midwest

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago

  1. Order Processing will take ownership/assign ownership of request

    1. Open request to gather credit approval information

    2. Use email to receive approval using the following table:

      1. <25k = No additional approval required

        1. Escalate to local lease admins if any credit approval issues arise

      2. 25-75k = Rosanna Hank for Approval

      3. 75k > = Claire Mcfadden for Approval

    3. Open Request and populate fields

      1. Expiration Date

      2. Approval Number

      3. Contingencies

      4. Upload Credit Approval

    4. Approve Request

  2. Complete

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