Siebel Order Management Guide > Preparing for Integration > 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.

  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, 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.