To approve credit request in Bectran, you must first set up your Approval Policy (Account settings - - > Credit Policy - - > Approval Policy) and assign approval limits to your officers (Account settings - - > User Admin - - > Users).
Credit Analyst/Manger sets up the credit approval for the customer. To set up credit approval, click on Set up Approval on the Task Console.
Approving officer receives an email message to approve the credit request. The Approving Officer has the option to change the credit terms set up by the Analyst or decline the credit request if desired.
NOTE: The customer receives notification that credit has been approved.