A sign-off process is not required, however is highly recommended in larger companies (refer to the Credit Requests Planning topic). For each employee that will be involved in the Credit Request sign-off process, a selection must be made in the Supervisor and Credit Request Handoff field of the Employee setup form within SedonaSetup. This will define to whom a Credit Request will be assigned.
The only employee that does not require the Supervisor and Credit Request Handoff be populated would be the employees that have the authority to generate the Credit Memo and do not need to assign the Credit Request to any other employee. In the Employee setup example provided below, there are three levels of sign-off, Amanda, then Vicky, then Carolyn; Amanda may enter a Credit Request and it will automatically be assigned to Vicky for approval. Vicky may approve the request then handoff the Credit Request to Carolyn who will either approve the request and generate the credit memo or decline and close the Credit Request.
