How do I record an EDI large case check limit?

This article explains what the large case check limit is and where it can be recorded.

The EDI large case check limit is a commission amount.  Any single piece of commission over this amount will be made an exception and will need to be checked.

The EDI large case check limit can be set up in one of two places either for the whole company or for the individual advisers.  

The first place to record this limit is within Setup > Technical > Commissions > EDI > EDI large case check limit:

This is the company level and will apply to all Advisers within the company.  However, if a company has an Adviser who they want to have a lower limit this can be set up in Setup > Staff List > Enter onto the adviser in question > Financial.

The figure here will over ride the company limit.