Credit Limit Lock for Business Central
Rand Group understands the importance of enforcing credit limits to mitigate risk. With the Credit Limit Lock for Business Central application, you can easily stop over credit limit sales orders and implement a credit limit approval override process for exceptions.
With the Credit Limit Lock application you can:
- Increase controls
- Mitigate financial risk
- Enforce credit limit restrictions
- Implement approval processes
- Require a password or set user approval limits
- View credit limit override audit logs
Seamless integration with Business Central
Our Credit Limit Lock application is a custom app that seamlessly integrates with Business Central
Block over limit sales order
Block sales orders that exceed the customer’s credit limit from being released or posted until they have been approved
Option 1: Use password for approval
Set up a password that can be used to approve sales orders and override the credit limit lock
Option 2: Set approval levels
Set up approval levels for each user and set the max amount or max percentage that they can approve
Get Credit Limit Lock for Business Central today
Enhance your controls and build your credit limit approval process by implementing Credit Limit Lock for Business Central by Rand Group.
Require a password for credit limit approvals
Easily create a password for credit approvals that allows any user with the password to approve over limit Sales Orders. If a Sales Order is created for a customer that exceeds their credit limit, it will not be able to be posted unless the overage has been approved. To override the credit limit lock and approve the Sales Order, a user must enter the set password.
Set approval levels for specific users
Alternatively, you can specify approval levels for specific users that will be approving credit limit overages for Sales Orders to be posted. For each user, you may specify either a maximum approval amount or maximum approval percentage. If the amount over limit is not within the user’s approval level, Business Central will generate an error notifying the user that the Sales Order amount has exceeded the user’s approval level.
Extend the functionality of Business Central with Rand Group’s custom add-ons
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