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Hello community,
I am wondering if anyone can help me out with a dilemma. Does anyone know of a way to setup credit limit notifications/alerts on vendor accounts?
The logic I would like to use is if the total vendor balance is a certain % of the credit limit field then an alert to be sent by email to internal employees to inform them so appropriate action can be taken. I am aware this can be done for AR.
Any help or advice would be greatly appreciated.
Thank you in advance,
Arron
Hi Arron,
You can use standard alert rule feature for this requirement.
However, there is no possibility to setup your specific criteria of %, fo this case, you can talk to your developer and do a small customization, it will work.
Hi Ramit,
Yes I am aware of this functionality but that doesn't inform me when the balance is nearing the credit limit, it just notifies me when that field is changed.
Regards,
That's why this is mentioned in the suggestion to do a small customization, it will work
Hello AAJCL,
Kindly update if you have been able to meet this requirement by custom code or Out of box function.
Also, please mark the answers as verified if the issue is solved.
Hi AAJCL,
Your requirement is perfectly valid. As you already know that this requirement will not fit into the existing solution and you need to do some customization on that.
I would suggest to look for the "Power App" solution instead of traditional development.
Let us know if you are able to develop the solution.
Thanks,
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