As part of DHC’s ongoing efforts to standardize and streamline internal processes following our legal amalgamation and in preparation for the upcoming ERP system implementation, we have introduced a new process for handling customer account applications and credit/payment term reviews.
This updated process includes a standardized Customer Application Form and Credit Assessment Form, ensuring that all necessary information is collected before proceeding with customer account setup or credit approval.
Key Details
New Standardized Customer Application and Credit Assessment Forms
The new Customer Application Form and Credit Assessment Form, along with detailed work instructions, are now available on the intranet under Policies & Procedures. Moving forward, please use these forms when processing customer applications.
Roles and Responsibilities
- Ensure that customers provide all required information on the application forms.
- Before submitting forms to Legal or Accounts Receivable, carefully review them for completeness and accuracy.
- Incomplete forms will be rejected, and the customer account will not be created, nor will their request for terms be approved.
Supplier Process Reminder
- Suppliers should not be set up as customers.
- A separate process for supplier setup will be introduced soon. Stay tuned for further updates.
Credit Card Authorization Form Update
A refreshed Credit Card Authorization Form is attached. Please review and use this updated version as needed.
Next Steps
Access the new forms and instructions in the Policies & Procedures section on the intranet.
For any questions or concerns, contact Accounts Receivable at receivables@dehavilland.com.
Your attention to this new process is crucial in ensuring a smooth transition. Thank you for your cooperation!
Team: Announcements