Use the Dealer Limits tab region of the Limits window to define dealer limits. A dealer limit specifies the maximum size of a deal that a given dealer can enter into. You define dealer limits for different deal types. You can also define dealer limits for deal type and product type combinations. Dealer limits apply to all companies defined in Treasury.

Prerequisites

• Set up dealers. See: User Access Levels.

• Set up deal types and product types. See: Deal Types and Product Types.

To define a dealer limit

1. Navigate to the Limits window.

2. Choose the Dealer Limits tab.

3. Query or enter the Dealer that you want.

4. Enter the Deal Type.

5. If necessary, enter the Product Type to go with this deal type.

6. To use this limit, enable the Authorized check box.

7. In the Limit Amount field, enter the maximum amount that you want the dealer to have available when making deals. Enter limit amounts in the reporting currency.

8. Save your work.