Credit & Collections

The following 142 items are listed by Content Data.

Risk & Control Matrices - RCMs

Manage Customer Orders: Sales Approval Process Risk and Control Matrix (RCM)

This document outlines risks and controls common to sales approval during the ‘‘manage customer orders’’ process in a ri...
Subscriber Content
Mon, Nov 18, 2019
Audit Reports

Billing and Credit Memo Process Review Audit Report

This sample audit report focuses on the customer billing and credit processes for invoices and credit memos.
Subscriber Content
Mon, Sep 23, 2019
Checklists & Questionnaires

Sales Order Entry Questionnaire

This sample questionnaire is designed to document a review of the sales order entry process. This process focuses on evi...
Subscriber Content
Mon, Jul 22, 2019
Checklists & Questionnaires

Sales Planning and Forecasting Process Appraisal Questionnaire

This questionnaire sample includes questions that can be addressed when evaluating an organization's sales planning and ...
Subscriber Content
Mon, Jun 3, 2019
Checklists & Questionnaires

Accounts Receivable, Credit and Collections Questionnaire

This questionnaire can be used to compare your current business practices with leading practices for the accounts receiv...
Subscriber Content
Mon, Apr 22, 2019
Checklists & Questionnaires

Site Audit Questionnaire

This questionnaire includes an extensive — but not exhaustive — list of questions typically used to drill down to the fa...
Subscriber Content
Mon, Apr 22, 2019
Audit Reports

Sales Compensation Process Audit Report

This sample audit report summarizes an internal audit review of an organization's sales compensation process. The report...
Subscriber Content
Mon, Apr 1, 2019
Audit Reports

Incentive Compensation Process Audit Report

This sample report summarizes an internal audit review of an organization's incentive compensation process. The report i...
Subscriber Content
Mon, Mar 11, 2019
Risk & Control Matrices - RCMs

Process Accounts Receivable and Collections RCM

This document outlines the risks and controls common to the accounts receivables and collections process in a risk contr...
Subscriber Content
Mon, Mar 4, 2019
Audit Reports

Distributor Sales Review Audit Report

This audit report focuses on the distribution sales process, including items such as current distributor contracts and c...
Subscriber Content
Mon, Jan 28, 2019
Blog

Developing Budgets: What You Need to Know

In a previous blog on Managing Mergers and Acquisitions KPIs, we discussed what exactly key performance ind...
Fri, Jan 18, 2019
Audit Reports

Business Partner Royalty Audit Report

This sample audit report covers business partner agreement compliance and includes a review of company compliance relate...
Subscriber Content
Mon, Jan 14, 2019