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Epicor Credit Limit Alerts

Are you looking for an Epicor credit limit alerts solution to automatically know when a key customer is approaching their credit limit? Or do you need to know if the finance department has already placed a customer on credit hold?

Codeless Platforms’ credit limit alerts solution for Epicor ERP removes the risk of relying on employees to monitor and report on potential financial issues by automatically creating and distributing real-time email or SMS alerts from Epicor ERP.

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Epicor Credit Limit Alerts Scenarios and Benefits

Common email or SMS credit limit alert scenarios created by Epicor users include:

  • Automatic creation of email / SMS alerts for strategic customers approaching their credit limit
  • Automated email / SMS alerts for large orders exceeding agreed credit limits
  • Automatic credit review alert
  • Automated notifications of key customers placed on credit hold
  • Automatic notifications to relevant parties when a credit limit is exceeded by X number of days
  • Automatic notification of credit limit changes and adjustments

Commercial benefits of implementing credit limit alerting capabilities into Epicor ERP include:

  • Improved company cash flow
  • Increased ability to monitor and enforce best practice
  • Removal of company reliance on employees to spot financial issues
  • Ability to identify issues before they become a problem
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Credit Limit Alerts for Epicor Brochure

Credit Limit Alerts for Epicor Brochure

Automate email or SMS notifications on critical customer credit status changes through credit limit alerts for Epicor.

Epicor Credit Limit Alerts

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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