Manually Expiring Effective Credit Lines

Procedure

To manually expire effective credit lines:

1. Select the customer. How?

2. From the Customer Information tab, select Credit Line.
   The Credit Line screen appears.

Note: Approved, effective credit lines are displayed with blue text. Expired credit lines are displayed with red text.

3. Select the check boxes for the effective credit lines you want to expire.

4. Click Expire.
   An e-mail is sent to any user who approved the credit line, notifying them that the credit line has been manually expired.

Note:  A message appears to inform you if you do not have a notification template defined for credit line expiration. In these cases, you must manually send the email.