3 Proposal Initiation

This topic provides systematic instructions about the Proposal Initiation stage in the Simplified Credit Proposal Evaluation Process.

In this stage, credit proposal application can be created by capturing basic information about the organization and its connected parties (child organization) and then sent for evaluation process.

  1. From Home screen, select Credit Facilities. Under Credit Facilities, select Corporate. Under Corporate, select Simplified Credit Proposal.
    The Initiate Credit Proposal Evaluation Process window is displayeed.

    Figure 3-1 Initiate Credit Proposal Evaluation