Change a spend limit

Changing a spend limit lets you change the amount a subscription can spend on a usage type in a rating period. You can make the following changes to a spend limit:
  • temporarily override the spend limit
  • permanently override the spend limit
  • change the default alert thresholds

When you temporarily override a spend limit, you change the spend limit for the duration of the current rating period. At least one subscription billing item must exist in the current period before you can temporarily override a spend limit.

Warning: When you change the default alert thresholds, Smile deletes the existing alert thresholds and uses only the new thresholds that you specify. To retain the default thresholds, re-enter both the default threshold values and the new threshold values.

This task explains how to change a spend limit.

  1. Search for the account for which you want to change the spend limit, then double-click the account entry in the search results.
    The Account summary page is displayed.
  2. On the Account Menu Tree, click the Disclosure triangle to the left of Account, then click Spend Limits.
    The Spend Limits page is displayed.
  3. Do one of the following:
    Option Action
    Temporarily override the spend limit
    1. Click Override limit temporarily next to the spend limit to change.
    2. Enter the temporary spend limit in the Spend limit override field and click Save.
    Permanently override the spend limit
    1. Click Edit next to the spend limit to change.
    2. Enter the new spend limit in the Spend limit override field and click Save.
    Change the default alert thresholds
    1. Click Edit next to the spend limit to change.
    2. Enter the first threshold in the Add threshold field and click Add.
    3. Repeat Step 2 until you have added all necessary alert thresholds to the spend limit.
    4. Click Save.
    Smile updates the spend limit or alert thresholds as required.