How to Submit a New Credit Request

Procedure

To submit a new credit request:

1. Select Automated Decisions.

2. Select Create New Credit Request.
   The Create New Credit Request - Customer Search screen appears.

3. In Customer Search, enter information to identify the customer, and click search.
   The Search Results list any matching records.

To sort the screen, click any underlined column header. The list sorts by that information in ascending order. If you click the header a second time, the list displays in descending order using that column header.

4. Do one of the following:

• If the customer record does not appear in Search Results, click Create New Customer.
  The Create New Credit Request screen appears.

• If the customer record appears in Search Results, select the option button in the row for the customer, and click Use Selected Customer.
  The Create New Credit Request screen appears filled in with the information already stored for the customer.

5. Enter all required information.

For a line of credit, the Credit Request Type, Amount Requested, Sales Rep, customer Legal Name and address are required fields,

6. To add business, credit request, or origination information, locate the corresponding section on the Credit Request Details screen, and enter the information.

7. To enter address, contacts, trade reference, or guarantor information:

1. Locate the corresponding section on the Credit Request Details screen, and click Add.
   The detail screen for the selected information appears.

2. Enter information on the detail screen and click Save.
   The Credit Request Details screen appears.

• If the credit request does not have the legal address entered for it, you must enter it now.

• If you are adding guarantor information, the address you enter on the Guarantor Details screen is recorded as the residence address for the guarantor. You can add additional addresses of different types by clicking Add in the Address Details section of the Guarantor details screen after you have saved the guarantor information.

8. Add a bank reference if needed.

9. Add Additional Information if your business administrator has defined any.

After you process the credit request, the additional Information you enter will be available through the Additional feature.

10. Click Continue.
    The Credit Request Details screen appears with the information you entered highlighted in gray.

11. Verify that the information is correct, and select Submit.
    A status screen appears while the credit request is being processed. When the submission is complete, the Decision screen appears.

If any information is incorrect, click Back, modify the information, and continue from Step 5.