Bookshelf Home | Contents | Index | Search | PDF |
Siebel eSales Administration Guide > Administrative Tasks > Setting Up Customer Accounts >
Setting the Credit Auto-Approval Limit For an Account
The credit auto-approval limit is the maximum amount that can be ordered by a corporate customer using a purchase order without requiring an automatic credit check using the External Credit Check ASI.
For example, if you set the limit to $1000, any order greater than $1000 will automatically receive a credit check.
To set the credit auto-approval limit for an account
- Navigate to the Accounts screen.
- Select an account.
- In the Credit Profile form, type the auto-approval amount into the Credit Auto Approval Limit field.
Bookshelf Home | Contents | Index | Search | PDF |
Siebel eSales Administration Guide Published: 18 April 2003 |