Skip to main content
Question

Credit Limit - review dates

  • Feb 12, 2021 1:21 PM UTC
  • 2 replies
  • 113 views

Forum|alt.badge.img+9

If we add in a Credit Limit review date, does this affect anything?

 

Do we get any alerts to review or does it affect orders etc?

This topic has been closed for replies.

2 replies

Forum|alt.badge.img+6
  • Hero (Employee)
  • Feb 12, 2021 7:20 PM UTC

you have to setup the message groups, assign credit analysts to the customer and ensure the notification events are enabled. once all this done, you can then receive notifications / alerts when credit limit review date arrives.


Forum|alt.badge.img+6
  • Hero (Employee)
  • Feb 12, 2021 7:21 PM UTC

you have to setup the message groups, assign credit analysts to the customer and ensure the notification events are enabled. once all this done, you can then receive notifications / alerts when credit limit review date arrives.

also, it does not affect orders or credit checking, it is just for house-keeping of the customer credit limits.