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Notes:
To delete an allocation
you must be the primary or secondary credit analyst for the account or
a manager for either of these analysts. This applies to allocations made
to business units or to accounts in hierarchies. For allocations made
to accounts in a hierarchy, you can delete allocations only from the credit
line from which the allocations were made (the parent account). When you delete an
allocation, you delete all allocations made from the credit line.
To delete all allocations from a credit line:
Select the
customer. How? From the Customer
Information tab, select Credit Line.
The Credit Line screen appears. Approved, effective credit lines are
displayed with blue text. Expired credit lines are displayed with red
text. Select the
check box in the row for the approved credit line from which you want
to remove all allocations, and click Credit Allocation.
The Credit Allocation screen displays the allocations made from the
credit line in the Credit Allocation section of the screen. Click Delete.
A message displays warning you that all allocations will be deleted. To proceed
with the deletion, click OK.
All allocations made from the credit line are removed.
Note: You can
also access the Credit Allocation screen from the Credit Line Details
screen. |
