Credit Control Limit Settings Form

Instructions

Follow this prompt format:

Update a credit-control with company department setting-date prepared-by credit-limits , , , , , ; , , , , , [; ...] approver status comments verified

Keywords (use exactly as shown): Update, credit-control, company, department, setting-date, prepared-by, credit-limits, approver, status, comments, verified

Values:

• company_name: e.g., ABC Corp
• department: e.g., Finance
• setting_date: YYYY-MM-DD (e.g., 2025-04-24)
• prepared_by: e.g., John Doe
• credit-limits: semicolon-separated list of type, entity, limit, period, effective, specific (e.g., customer, Customer XYZ Ltd, 500000, 30, 2025-04-25, CUST123, retail)
• type: customer, employee, vendor, project
• entity: e.g., Customer XYZ Ltd
• limit: e.g., 500000.00
• period: e.g., 30
• effective: YYYY-MM-DD (e.g., 2025-04-25)
• specific: type-specific (e.g., for customer: CUST123, retail; for employee: EMP456, Sales Manager)
• approver_name: e.g., Jane Smith
• approval_status: approved, pending, rejected
• approval_comments: e.g., Credit limits set per policy, or empty
• verify_details: true, false

Examples:

• Update a credit-control with company ABC Corp department Finance setting-date 2025-04-24 prepared-by John Doe credit-limits customer, Customer XYZ Ltd, 500000, 30, 2025-04-25, CUST123, retail; vendor, Supplier ABC, 300000, 45, 2025-04-26, VEND789, supplier approver Jane Smith status approved comments Credit limits set per policy verified true
• Update a credit-control with company XYZ Ltd department Accounts setting-date 2025-04-25 prepared-by Alice Brown credit-limits employee, John Smith, 10000, 15, 2025-04-26, EMP456, Sales Manager approver Bob Wilson status pending comments Awaiting review verified false
• Update a credit-control with company Mega Projects department Project Management setting-date 2025-04-26 prepared-by Emma Lee credit-limits project, New Product Launch, 1000000, 60, 2025-04-27, PROJ101, New Product Launch approver David Clark status rejected comments Insufficient budget justification verified true

Tips for Writing Prompts:

• Use exact keywords as shown above.
• Specify dates in YYYY-MM-DD format.
• Ensure credit type and specific fields match allowed values.
• Include all required fields: company, department, setting-date, prepared-by, credit-limits (at least one), approver, status, verified.
• Credit hold and additional notes can be set manually in the form.

Need More Help?

Contact credit management at credit@example.com or refer to the credit control guidelines.