Credit workflows
Tracking usage terms
Use expected, minimum, and maximum usage guidance to spot below-range, on-track, near-limit, and over-limit credit behavior.
Walkthrough
- Review below-expected usage
Check credit lines with lower-than-expected usage before renewal or campaign closeout, and confirm whether the remaining availability is intentional.
- Check near-maximum usage
Review credit lines approaching their maximum before accepting additional activity to avoid exceeding the agreed usage limit.
- Investigate over-maximum usage
When usage exceeds the maximum, review the related activity and confirm what caused the credit line to move beyond its limit.
- Document the next action
Add context, usage-limit details, or adjustment notes so the record clearly explains the overage and any action taken.
