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The Account Credit Limit Change form can be opened by clicking on the Edit Button button from the Account Credit Limit History form.

Select the Account to update

Account

The Account to be changed will default from the open Accounts form.

Enter the person authorising the changed Credit Limit. This may be the Account's Manager, a Loans Officer or someone else.

Optionally enter a reason for the change.

Enter the date the new Credit Limit is valid from for calculation of Over Limit Fees and Interest. This may be a past, future, or today's date.

Enter a maximum of twenty characters to briefly describe the transaction.

Enter values for all available Credit Limits.

The following permission keys will prevent a User cancelling or revising Credit Limits:

The Account.CreditLimitRevise permission key overrides the above, i.e; if this is set to Deny then the above permission keys have no effect.

Where permission is denied to revise Credit Limits, the relevant fields on the Account Credit Limit Change wizard will be read-only.

Tick this box to Log the change on the next page of the wizard.