Credit and Order Holds

Resolve order holds in real-time, minimize exposure risk, and accelerate the order-to-cash cycle.

Take Control of Order Holds at Scale Automatically clear even the most complex credit blocks to keep your cash flow steady and your operations moving without delay.

• **Models That Fit Your Risk Policy: **Configure approval workflows that match your credit policy without slowing down processing or visibility.
• **AI-Powered Release: **Auto-release orders that meet pre-approved risk criteria — balance, credit score, credit limit percentage, and more.
• **Team Alignment: **Automatically route account and customer updates, approvals, alerts, and hold/release reasons to the right people at the right time, both internally and externally.
• **Trigger Credit Reviews: **For holds that don’t qualify for auto-release, Bectran automatically initiates credit reviews or credit limit re-evaluation workflows.
• **Connect AR Data: **Accurately assess accounts and customers on hold using historical payment data and more, with auto updates to all integrated tools.
• **Track Performance: **Use dashboards to monitor release timelines, escalation rates, account status, and workload distribution.

Features

• AI-Powered Auto-Release: Instantly clears low-risk orders using pre-approved criteria like credit score and balance.
• Dynamic Approval Workflows: Automatically routes holds and releases to the right team members based on policy.
• Real-Time Credit Reviews: Initiates credit limit re-evaluation for orders that don’t meet auto-release criteria.
• Granular Risk Modeling: Evaluates each hold using multi-layered data including payment trends and macroeconomic indicators.
• Performance Dashboards: Monitor release timelines, escalation rates, and credit limit overages from one view.