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Credit Policy and SOX Consumer Compliance Template
Use this credit policy and sox compliance checklist to build or improve your own policy for handling customers over credit limits, payment terms
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Credit Today · www.credittoday.net
 

This policy was originally designed to help with SOX compliance, but now provides broader guidance for credit.

This policy is an excellent example of a policy which has some detail - enough to be helpful - but not an overwhelming amount. This gives it flexibility and some element of timelessness.

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Credit Policy and SOX Consumer Compliance Template

Use this credit policy and sox compliance checklist to build or improve your own policy for handling customers over credit limits, payment terms

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About this course

description
lessonOverview

This policy was originally designed to help with SOX compliance, but now provides broader guidance for credit.

This policy is an excellent example of a policy which has some detail - enough to be helpful - but not an overwhelming amount. This gives it flexibility and some element of timelessness.

Included:

  • Purpose
  • Scope (including 15 areas either in, or related-to receivables)
  • Policy
  • Procedures - including a credit approval matrix, customer master record details, methods for handling customers over credit limits, payment terms, collections

Innovative highlight: It includes a handy routing list/checklist for approval of the document from key top management positions, as well as an easy and prominent "date last revised" section.

Industry: Health & beauty lotions, competitive, strong margins

Length: 5 pages

As always with a document such as this, this should serve as a great source of ideas - at the very least a starting point from which to build or improve your own policy.

 

 
instructor
name title image description Ins
Credit Today www.credittoday.net      
related
image tag title description link contentType
KPIs and Reporting
Credit Policy for Credit and Collections Department		 Credit policy and procedure manual gives a detailed perspective on integrated credit, order release, collections and customer trade lines.
https://academy.highako.com/credit-policy-credit-collection-department		 video
Deductions Resolution
Credit Policy Training for Trade Creditors		 This training course on credit policy gives a detailed perspective on the benefits of an integrated credit, collections and dispute management policy as well as a framework to build the credit policy.
https://academy.highako.com/credit-policy-trade-creditors-course		 video

 

About this course

description
lessonOverview

This policy was originally designed to help with SOX compliance, but now provides broader guidance for credit.

This policy is an excellent example of a policy which has some detail - enough to be helpful - but not an overwhelming amount. This gives it flexibility and some element of timelessness.

Included:

  • Purpose
  • Scope (including 15 areas either in, or related-to receivables)
  • Policy
  • Procedures - including a credit approval matrix, customer master record details, methods for handling customers over credit limits, payment terms, collections

Innovative highlight: It includes a handy routing list/checklist for approval of the document from key top management positions, as well as an easy and prominent "date last revised" section.

Industry: Health & beauty lotions, competitive, strong margins

Length: 5 pages

As always with a document such as this, this should serve as a great source of ideas - at the very least a starting point from which to build or improve your own policy.

 

 
instructor
name title image description Ins
Credit Today www.credittoday.net      
related
image tag title description link contentType
KPIs and Reporting
Credit Policy for Credit and Collections Department		 Credit policy and procedure manual gives a detailed perspective on integrated credit, order release, collections and customer trade lines.
https://academy.highako.com/credit-policy-credit-collection-department		 video
Deductions Resolution
Credit Policy Training for Trade Creditors		 This training course on credit policy gives a detailed perspective on the benefits of an integrated credit, collections and dispute management policy as well as a framework to build the credit policy.
https://academy.highako.com/credit-policy-trade-creditors-course		 video