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Epicor Business Credit Limit Approval

Are you looking for an Epicor Business Credit Limit Approval workflow solution to streamline your business credit limit adjustment processes and reduce company exposure to financial risk? Or are you looking to achieve a 100% accurate audit trail of credit limits approved and declined?

Codeless Platforms' Epicor ERP Business Credit Limit Approval solution provides business of all sizes with the ability to quickly and easily create credit limit approval workflow processes to increase the visibility of credit limit adjustments and remove repetitive administration from employee workloads.

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Epicor Business Credit Limit Approval Scenarios and Benefits

Common business credit limit workflow processes implemented with Epicor ERP include:

  • Create single or multilevel credit limit adjustment approvals
  • Create an 100% audit trail of credit limit adjustments
  • Set up workflows that start or end inside or outside of Epicor ERP
  • Automatically extend business processes resulting from workflow generated decisions
  • Automatically gather and present external information e.g. credit score data within the workflow approval process
  • Dynamically include advanced business alerting capabilities to workflows to ensure SLAs are met and or unusual behaviour is reviewed

Common commercial advantages of creating workflow approvals for credit limit adjustment approvals include:

  • Reduced exposure to financial risk
  • Organisations achieve complete visibility of all adjustments
  • Eradication of paper-based processes
  • Improved decision making
  • Reduced repetitive employee administration
  • The company benefits from a 100% accurate audit trail
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Credit Limit Authorisation Brochure

Credit Limit Authorisation Brochure

Learn how creating credit level approval workflows will improve decision making and help to reduce company exposure to financial risk.

Epicor Business Credit Limit Approval

Connector Price

Epicor ERP

One time purchase


BPA Platform

Standard Product Base Server

Starts from:


Configuration day(s) required subject to requirement.

Please note that the dependency information is intended for technical purposes and is expressly not intended to provide exhaustive guidance on licensing matters. With regard to licensing therefore, this information should be treated as advisory only and is provided purely on an “as is” basis.

The precise license restrictions applied to the use of third party products and technologies lie entirely with their respective owners and/or licensors and may be changed from time to time without notice to Orbis Software Ltd t/a Codeless Platforms. It is not within the control of Codeless Platforms exactly how its products will be used in conjunction with third party technologies.

It is therefore the responsibility of the End User to ensure that their use of Orbis Software Ltd t/a Codeless Platforms products, in conjunction with third party products and technologies, lies within the licensing restrictions applied to those third party products and technologies.

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