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Note: To
edit an allocation you must belong to the parent allocation
group The group of users who are authorized to allocate a credit line, or
to edit or delete an allocation. These users include the primary and secondary
credit analysts for the customer that has the credit line that is being
allocated, and the primary and secondary managers for these analysts.
for the customer who has the credit line from which the allocations were
made.
To edit a credit line allocation made to an account in a business hierarchy:
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, effective credit line that has
the allocation made to an account in a hierarchy that you want to edit,
and click Credit Allocation.
The Credit Allocation screen appears. In the Credit
Allocation section, select the check boxes in the rows for the allocations
you want to edit. To select all allocations, select the check box in the
column header. In the Credit
Allocation section, make changes. To change the allocation amount, enter
the revised amount to be allocated in the Recommended Amount field. Click Save.
If you have an Allocation Limit that is equal to or greater than the
Recommended Amount you enter and to the original amount of the allocation,
the Approved Amount, %,
Allocated Amount, and Unallocated Amount fields update to reflect the
entries you make.
If the new allocation is successfully made, e-mail notification
is sent to the credit analysts (primary and secondary) for the parent
account and to the primary and secondary analysts for the child accounts
receiving the allocation.
If you do not have sufficient Allocation Limit, an e-mail
notification is sent to you (the user making the allocation) and to your
primary and secondary managers. |
