My DSO Manager allows you to manage
Credit limits validations.
In
My DSO Manager , the credit limit is managed at the level of the legal entity. If you have multiple accounts that belong to the same legal entity, the credit limit has to be checked compare to the consolidated
receivable of all of these accounts.
From Settings /
Manage credit limits validation :
1 Tab
Settings → set your approval rules:
Choose the expiration time, and the action to take if it expires; also define whether the request should be submitted at lower levels.
It is possible to define the validation levels apply on the unsecured part of the credit limit (credit limit - credit insurance guarantee amount - other guarantees) or based on the credit limit amount. To define this preference,
contact us.
2 Tab
Validation levels → set your approval rules:
An error message will be displayed if a person requests a credit limit beyond the maximum approval level set in My DSO Manager.
Tips
→ Set a credit limit for example to "99,999,999" to give a validator an unlimited level.
→ You can grant the same level of validation to two people, for example to manage absences or co-validations. In this case, validation of only one of the two persons is necessary.
3 Set in
Setting / Manage risk the standard
Credit limits validity duration. This can be personalized for each request.
4 Tab
Requests history → view the requests and their
states:
For all requests, the person at the highest level has the hand to validate.