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Customer Credit Report

The customer credit report shows how much credit has been extended to customers compared to their established credit limit. The report is run for a single broker or for all brokers. When run for all brokers, the report will list all customers--whether or not they are assigned a broker.

Credit limits are assigned to a customer in Customer Credit. A broker is assigned to a customer in the Customer table.

Available Actions

Using

Printing

Customer Credit Report Fields

Broker

The broker(s) you wish to generate the report for. Currently the report must be run for one broker at a time or for all brokers. There is no option to select one, several, or all brokers from a drop down table.

Security Required : Receivables - Credit Management