Siebel Order Management Guide > Integrating Order Management with Third-Party Credit-Check Applications > Process of Setting Up Purchase Order Credit Checking Applications >

Changing the Credit Auto-Approval Limit for Accounts

You can change the credit auto-approval limit for accounts in several different ways:

• Using Siebel Tools. When your company wants to change the limit for all new accounts, you can change it in Siebel Tools.

  In Tools, go to the Credit Limit Amount field on the Account business component. Set a default value for the Credit Limit Amount field. This configuration changes the default for all subsequently created accounts. When creating an account in the application UI, a user can change this default value for the individual account.

  NOTE:  Making this change in Siebel Tools does not affect previously existing accounts.

• Using a batch eScript. If you need to change the value for a large number of account records, then you can do so with a batch eScript.
• Editing the value for an account. To change the limit for a few accounts, you can manually editing the value of the Credit Auto Approval Limit for a specific account in the Account screen, Credit Profile view.

  NOTE:  Do not confuse the Credit Auto Approval Limit field with the PO Auto Approval Limit field.

This task is a step in Process of Setting Up Purchase Order Credit Checking Applications.