Editing Allocations Made to Your Business Units

Procedure

To edit a credit line allocation made to your business units:

1. Select the customer. How?

2. 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.

3. Select the check box in the row for the approved, effective credit line that has the allocation made to a business unit that you want to edit, and click Credit Allocation.
   The Credit Allocation screen appears.

4. In the Credit Allocation section, enter the revised amount to be allocated in the Amount field.

5. Click Save.
   If you have an Allocation Limit that is equal to or greater than the Amount you enter, the Amount,  %, Total, Allocated Amount, and Unallocated Amount fields update to reflect the entries you make.

Note: You can also access the Credit Allocation screen from the Credit Line Details screen.

Related topics

• Allocating Credit Lines to Your Business Units

• Allocating Credit Lines to Accounts in Business Hierarchies

• Editing Allocations Made to Accounts in Hierarchies

• Deleting All Allocations from a Credit Line

• Viewing Credit Allocation History