You can define limits for customer contacts.
About this task
To define limits for customer contacts:
Procedure
- From the Customer Definition screen, select
the Contacts tab. The Customer Contact Info screen displays.
- Choose the Create New icon to add
an additional customer contact.
- Select the Limits tab.
- Enter information in the applicable fields.
Refer to the following table for field value descriptions:
Table 1. Limits for customer contacts
Field |
Description |
Approval |
|
Spending Limit |
Enter the spending limit for the customer contact.
Choose the currency in which the spending limit is configured from
the drop-down list. To create a new currency, choose and enter information
about the applicable fields. |
Approver User ID |
Enter the user ID of the primary approver. |
Approver Proxy |
Enter the proxy for the approver. |
- Choose OK.