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Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices > Application Administration > Accounts Administration >

Setting Available Credit for an Account

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Use the Available Credit field in the Accounts list to specify the amount of credit available to an account. The sales representative can determine whether to take an order based on the current balance or cancel the order if it would exceed the available credit.

To set available credit for an account

From the application-level menu, select View > Site Map > Data Administration > Accounts.
In the Accounts list, select an account.
In the Available Credit field, enter an amount.

If the Available Credit column is not displayed, click the list menu button and select Columns Displayed to add the Available Credit column to the Displayed Columns list.

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