Navigate to the Customers section using the left sidebar. Use the search bar to find the customer you want to initiate a Limit Review on.

Trade Shield — Customers screen

Tip: Use the filter icon next to the search bar to narrow results by division, outstanding amount, or recommendation type.

Click on the customer record to open it. Click the Review Limit button on the right. The review type depends on your company’s configuration — typically either a Basic Limit Review or an Africa Limit Review.

Customer record panel

You’ll be prompted to log in to the Fabric system using your Trade Shield username and password. Once in, review the Limit Recommendation — select the payment terms and credit limit you want to request.

Limit Recommendation Review form

If you request a credit limit above the recommended amount, a red warning appears. You can still proceed, but your motivation will be closely reviewed by the Approval Team.

Over-limit warning

Note: The system will likely keep the same recommendation. Include a strong motivation with supporting documents.

Motivation and documents panel

After clicking Submit, the review routes based on your choice:

Submission confirmation

Monitor the Limit Review’s progress in the Workflow Overview section. You can also review the approval team’s recommendation as the workflow advances through each stage.

Workflow Overview — tracking your Limit Review

Tip: You’ll receive a notification when your Approval Team acts on the request — the workflow handles all routing automatically.