Sage X3 Credit Limit Alerts

Sage X3 Credit Limit Alerts

Are you looking for a Sage X3 credit limit alerts solution to reduce exposure to financial risk and automatically notify you when a key customer is approaching its credit limit? Or do you need to automate the creation and distribution of SMS and email alerts to account managers when the finance department has placed a customer on credit hold?

Codeless Platforms’ Sage X3 credit limit alerts solution dynamically 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 Sage X3.

Credit Limit Alerts for Sage X3 Brochure

Automate email or SMS notifications on critical customer credit status changes through credit limit alerts for Sage X3.

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Sage X3 Credit Limit Alerts Scenarios and Benefits

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

• Automated creation of email / SMS alerts for strategic customers approaching their credit limit
• Automatic email / SMS alerts for large orders exceeding agreed credit limits
• Automated credit review alerts
• Automatic email / SMS notifications sent to account managers when key customers are placed on credit hold within the finance department
• Automatically create and distribute email / SMS 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 Sage X3 include:

• Improved company cash flow
• Reduced exposure to financial risk
• 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