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SOP - Cash Credit Approval Request

Instructions on handling a Cash Credit Approval Request

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. Open Request and populate fields

      1. Expiration Date

      2. Approval Number

      3. Contingencies

      4. Upload Credit Approval

    3. If Funding amount exceeds your local approval threshold, follow your local guidelines outside of PREO and then approve in PREO.

      1. Example, if >10k requires local CFO approval, receive the approval via email outside of PREO and then approve in PREO. Upload the supporting approval email/document.

    4. Approve Request

  2. Complete

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