Risk Limits

Risk Limits

Credit Limits

As a company administrator, use the settings on the Accounts | SOD/Credit tab to:

  • Define the daily credit limit and currency for an account (parent or child account).
  • Set whether the available credit for an account is calculated using P/L and/or product margin set by the company.

The Setup application calculates "available credit" for an account based on your settings. The Daily Limit setting represents a daily starting credit limit, but "available credit" is calculated by adding profits, subtracting losses, and/or subtracting product margin from the starting limit depending on what settings you choose for the account. Credit check is enabled in the Credit Settings section.

Note: Credit limits are applied in aggregate to an account with sub-accounts.