Bectran offers you three options to make a decision on any credit request:
- Approval will be given to officers with approving power. Approve Request can be done through the credit management workflow, Task Console, or via email. Customer receives notification that the credit request has been approved, only if officer verifies notification.
- Set Up Approval will be given to officers with limited credit authorization, or for analysts with no approval power. This will send the approval up to the next approving officer after review of data within the workflow.
- Decline credit request - customer receives notification that credit request has been declined. To decline a credit request, click on Decline Request on the Task Console or within the workflow.