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FinanceSize: Standard

Credit hold at order release, with approval

The problem

Orders ship to customers who are already over their credit limit, and Finance finds out afterwards.

What it does

  1. Checks the credit position when an order is released.

  2. Sends an order that is over the limit to a named approver.

  3. Releases the order once it is approved and records who decided and why.

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Tell us what your team needs

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