SYSPRO Credit Limit Alerts

Are you looking for a SYSPRO 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 places a customer on credit hold?

Codeless Platforms’ credit limit alerts solution for SYSPRO ERP 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 SYSPRO ERP.

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SYSPRO 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 SYSPRO ERP 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

SYSPRO Integration

Learn more about SYSPRO connector.

SYSPRO Credit Limit Alerts starts from

Connector Pricing

SYSPRO

One time purchase

£2,000

BPA Platform

Standard Product Base Server

Starts from:

£2,000

Configuration day(s) required subject to requirement.

Notifications & Alerts

Notifications & Alerts

The Notifications & Alerts capability provides you with the ability to automatically distribute email and SMS messages 24/7, 365 days a year.

Easy-to-use editor

Build HTML and plain text notifications and alerts using an easy-to-use editor. No coding required.

Multiple delivery methods

Send notifications and alerts via multiple channels including email, SMS or compatible messenger APIs.

Memory and escalation

Capture everything that happens and action where escalation is required.
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