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To approve credit lines using concurrence approval:
Select the
customer. How? From the Customer
Information tab, select Credit Line.
The Credit Line screen appears.
Select view/edit
in the row for the credit line to be approved.
The Credit Line details screen appears.
Approved, effective credit lines are displayed with
blue text. Expired credit lines are displayed with red text.
Enter any changes
for the credit line.
If you change any critical information for the credit
line, the approval process begins again.
In the Approval
Authorization section, select your name from the list in the Approval
Authority column.
For initial
approvals, the Approval Authority list includes the user who creates the
credit line, and the managers for that user.
For subsequent
approvals, the Approval Authority list includes only the names of users
who have approval authority equal to or greater than the credit line Analyst
Recommended Line amount, and who have not already approved the credit
line.
In the Approval
Authorization section, in the Password field, enter your eCredit user
password. Click Save.
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