What occurs after a customer approves a proforma in Treasury Management?

When a customer approves a proforma in Treasury Management, it typically initiates the creation of an order entry. This process aligns with the operational flow within Treasury Management, where the approval signifies that the customer has accepted the proposed terms and conditions, allowing the transaction or service to move forward. An order entry is a fundamental step that translates the approval into actionable items within the organization, facilitating subsequent processes such as billing or service fulfillment.

The creation of an order entry is critical as it sets the stage for tracking and managing the transaction effectively. This ensures that all necessary documentation is in place and that the transaction adheres to both customer needs and regulatory requirements.