Credit Limit Rules Creation

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    The creation process of Credit Limit Rule

    The creation process of Credit limit Rule

    Navigation : Menu > Credit limit Rule App > Listview > Create(+) 


    Create Credit Limit Rule

    Field name Description Mandatory
    Rule name Enter credit limit rule name Yes
    Avg duration Enter the average duration of the Rule in months Yes
    Multiple Enter the multiple value of the Limit Rule Yes
    Risk amount Enter the risk amount value of the limit rule Yes
    Series Select series name from the list as Credit limit rule Yes
    Error message Enter the message to be displayed on the screen Yes
    Description User can comment or enter short notes about limit rule No
    Tags User can apply Credit Limit Rule to certain accounts based on the Tags. Select Tag names from the list by clicking on checkbox to include in the Credit Limit Rule No

    Apply all the details and click on “Save”

    in Credit Limit Rules
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