BPA Platform

Workflow & Human Interaction

Epicor Business Credit Limit Approval

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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

Epicor ERP Integration

Learn more about Epicor ERP connector.

Epicor Business Credit Limit Approval starts from

Connector Pricing

Epicor ERP

One time purchase

POA

BPA Platform

Standard Product Base Server

Starts from:

£2,000

Configuration day(s) required subject to requirement.

Workflow & Human Interaction

Workflow & Human Interaction

Whether your workflow process involves a single level or a multistage workflow authorisation process, our capability enables you to start small but scale quickly

No coding required

Simple drag and drop, point and click workflow editor. No coding required.

Fully responsive

Workflows that automatically comply with desktop, mobile and tablet devices.

Multi-level workflow authorisations

Pre-configured groups of approvers that can be modified by end users.
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