Defining limits for customer contacts

You can define limits for customer contacts.

About this task

To define limits for customer contacts:


  1. From the Customer Definition screen, select the Contacts tab. The Customer Contact Info screen displays.
  2. Choose the Create New icon to add an additional customer contact.
  3. Select the Limits tab.
  4. Enter information in the applicable fields. Refer to the following table for field value descriptions:
    Table 1. Limits for customer contacts
    Field Description
    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.
  5. Choose OK.