When running the Risk Analysis option from the customer master file it would be nice if the high credit amount was kept in the Statistics section on the Last Operation tab. The high credit is the combination of order backlog plus open invoices for the customer. This is a useful metric that many credit managers look to when evaluating the credit-worthiness of a given customer. They like to see what the maximum amount of exposure they had with this customer was in terms of evaluating how much credit to extend to them in the future.

by: Kevin C. | over a year ago | Financials