Setup alerts when AR reaches xx % of credit limit!
You certainly use credit limits to manage your customer outstandings as well as the related functionalities: validation workflow, risk report, scoring, etc.
Anticipate the management of your credit limits!
It is now possible to be alerted when the total outstanding amount reaches xx % of the credit limit amount in the Alertes :
This change is part of an upcoming evolution of My DSO Manager concerning the creation of a risk agenda.
This agenda will include customer risk monitoring actions:
- Credit limit validations
- Accounts Receivable / credit limit management
- Guarantee amount change
- Manual follow-up action trigerred by the credit analyst