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Company - Limits View

Users can view the limit and line items associated with a company using the Company Limits view.

The following limit related tasks can be performed:

• View company limit information
• View company limit line items information
• Get the latest company limit information
• Get the latest company line items information

Viewing Company Limit Information

Use the following procedure to view the company limit information.

To view the company limit information

1. Navigate to the Company screen, then the Company List view.
2. In the Accounts list, drill down on the Company.
3. Click the Limits tab.

Viewing Company Limit Line Items

Use the following procedure to view the company limit line items.

To view the company limit line items

1. Navigate to the Company screen, then Company List view.
2. In the Company list, drill down on the Company.
3. Click the Limits tab.

Viewing Company Limit Information

Use the following procedure to view the company limit information.

To view company limit information

1. Navigate to the Company screen, then Company List view.
2. In the Company list, drill down on the Company.
3. Click the Limits tab, and then select a line item.
4. Click the Universal More Info view tab, and then click the Refresh button, located on the More Info view tab.

Refreshing Company Line Limit Details

Use the following procedure to refresh company line limit details.

To refresh company line limit details

1. Navigate to the Company screen, then Company List view.
2. In the Company list, drill down on the Company.
3. Click the Limits view tab, and then select a line item.
4. From the Limit Child List, click the Get Details button.