This section describes how to view information about your limits, limit utilization, limit excesses, and limits notifications.
For more information on limits, see: Limits.
Use the View Limit Utilizations window to view a list of your limits, the amount that your deals have utilized and the amount that is still available. For each limit utilization, you can view a list of the individual deals that are used to calculate the limit utilization amount. You can also use this window to view the details of any deals that caused you to exceed a limit.
Attention: To ensure that your limit utilization information is accurate, you must consistently apply limits to your deals. If you do not apply limits to your deals, those deals will not be calculated as part of your limit utilization.
Set up limits. See: Limits.
In the Settlement Limits From field of the View Limit Utilizations window, enter the earliest date for which you want to view your limit utilizations.
Note: The Settlement Limits From date must be equal to or later than the current system date.
In the To field, enter the latest date for which you want to view your limit utilizations.
In a blank row, query the limit utilizations that you want to view. The list of limits that match the type, settlement date range, and other criteria you specified appear.
The following selected information is displayed for each limit.
Available: The total amount available for the limit. This value is calculated by subtracting the weighted limit utilization from the limit amount. If the value in the Available field is negative and red, you exceed the limit. See: Limit Weightings.
Utilized: The total utilization of the limit.
To view the deal details for a specific limit, select the limit and insert your cursor in the Deal Num field of the Limit Details region. A list of deals used to calculate the specified limit utilization amount appears. If the value in the Available field is negative and red, you exceed the limit.
To view the deal details for an exceeded limit, select the exceeded limit and choose the View Excesses button. The View Limit Exceptions window appears. See: Viewing Limit Excesses.
If your deals have a combined value that is greater than the available amount of a limit, you have exceeded that limit. Use the View Limit Exceptions window to view a list of the limits you have exceeded and the deals which caused you to exceed them.
Attention: To ensure that your limit excess information is accurate, you must consistently apply limits to your deals. If you do not apply limits to your deals, those deals will not be calculated and included in your limit excess amounts.
Set up limits. See: Limits.
In the View Limit Exceptions window, query the limits for which you want to view your excesses. The list of deals that match your criteria appears.
You can optionally receive automated notifications when you exceed established limits. Based on your notification preferences, you can receive an e-mail notification that informs you of a limit breach. You will receive a single e-mail that lists all the limits exceeded by a particular deal. You can also view your limit excesses directly from a worklist.
Set up limits. See: Limits.
Install the Oracle Workflow Background Engine. If you want to receive an e-mail notification, you must install the Oracle Workflow Notification Mailer and select a General Preference option that generates an e-mail. See the Oracle Workflow User Guide or online help.
Define limits notifications. See: Setting Up Limits Notifications.
In the Notifications Worklist window, you can view a list of notifications that require an action.
Attention: If you selected a notification preference that generates an e-mail notification in HTML format, you might be able to take action directly from your e-mail viewer. If you selected a notification preference that sends a plain text e-mail or summary e-mail, you must view the notifications and take action from the Notifications Worklist.
Click on each subject hyperlink to drill down to the Notification Details.