How To: Perform Credit Reviews
Table Of Contents
Regular credit reviews help you monitor customer creditworthiness and identify accounts that may require attention. Khaos Control includes a credit review facility that highlights customers who have not been reviewed within a specified period.
How to Perform a Credit Review
- Open a Customer screen (show me how).
- Open the Other Actions menu by either:
- Pressing F9, or
- Clicking the down arrow to the right of the green circle with a white cross icon on the toolbar.
- Select Accounting Functions > Perform Credit Review.
- The Credit Review Dialog will open.
- Configure the required filters. See the Credit Review Dialog article for details of the available options.
- Select Go to run the review and populate the results grid.
Understanding the Results
The results grid displays customers who have not had a credit review within the period defined by your filter settings.
From the results grid you can:
- Double-click a customer to open their record.
- Right-click and select Goto Customer from the context menu.
- Review the customer's credit information on the Financial tab.
Additional Information
Credit Review Information
The Financial tab on the customer record includes a Credit Review section that displays information relevant to the customer's current credit status and review history.
Exporting or Printing Results
The grid menu can be used to:
- Print the review results.
- Export or save the data for further analysis or record keeping.