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Automatic Credit Limits

Overview

You can create automatic credit limits to define and update customer credit limits. The automatic credit limits are created for a risk group, and they are based on specific values that are used in the scoring groups. You can use these automatic credit limits to generate credit limit entries. If a customer has been assigned to a specific risk group, and the customer’s credit information matches the criteria for an automatic credit limit, a credit limit adjustment entry is created.

You create automatic credit limits by using credit limit adjustments. When you select Generate > Automatic credit limits, a dialog appears where you can set an expiration date for the new credit limits that will be created based on the risk groups that customers are assigned to. When you’ve finished, select OK to create the credit limit adjustment lines.