Siebel eSales Administration Guide > Using Purchase Order Credit Checking Applications > Optional Setup Procedures >

Changing the Credit Auto-Approval Limit For Accounts


You can control when a credit check is performed by changing the credit auto-approval limit of particular accounts using:

  • Siebel Tools, in which you can set a pre-default value that will be applied to new accounts.
  • A batch eScript, to set a limit for all accounts.
  • Manual editing for individual accounts.

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

Directions for the manual editing method are given in Administrative Tasks.

Siebel eSales Administration Guide