Change Credit Limit

Prerequisite: You must be signed into MView as an Operator with “Modify Client” privilege

In order to change a Clients credit limit, you need to modify the Client. These settings are incorporated into the Vetting engine and will be evaluated each time an order request is placed. This is done in real time so changes are affected immediately. This data will only apply until the next start of day file is received and processed from a Back Office system.

  1. Navigate to the Clients menu and view the target Client (binoculars).
  2. Click the Update button in the “Credit Limit” box. Client Credit Limit
  3. Change the values as required and then click the Save button for the changes to become effective immediately.