Keep track of AP Vendors over or nearing their credit limit. You designate via Variable filters on whether to be notified based on percentage (%) or dollars ($) within their limit.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
If you maintain Credit Limit information inside e-automate for your Vendors, it can be useful to get a heads-up when you are near (or over) your credit limit with a given Vendor. This alert will advise you if you are within a certain percent or dollar amount of a credit limit, or if we expect you will be soon based on recent trends.
Run Schedule: Daily AM
Type of Output: Email
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Sample
Sample
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Variables
Variables
You MUST have a value in either VariableX or VariableY, but NOT both.
Variable W: Branch Numbers for alert to trigger on (separated by comma) OR leave blank for ALL
Variable X: Alert will trigger when total due is within X percent of credit limit (enter whole numbers only)
Variable Y: Alert will trigger when total due is within Y dollars of the credit limit (enter whole numbers only)
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Alert Functionality
Alert Functionality
1. Compares total AP Invoices due to the Vendor Record Credit limit and reports back to you if within VariableW or VariableY threshold. Requires there be a credit limit listed on Vendor Record.
2. Will NOT include Vendor with credit limit of (1) $0.00 or with (2) UNLIMTED box checked.
3. Alert will repeat same Vendors every time it fires until that Vendor is no longer within amount due threshold you've set in VariableW or VariableY.
4. Sorts by the dollar difference of your current A/P and the credit limit. So the more you're above the credit limit, the higher on the list the Vendor is.
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Best Practices & Tips
Best Practices & Tips
1. If you are sending to Branch Role(s) OR have branches limited via VariableW, be sure your Vendor Records have branch number populated; otherwise, that Vendor will not be monitored for sending to Branch Role(s).
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Related Alerts
Related Alerts
None at this time
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