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--- cats:procedures:reports:quickexposure [2018/03/15 16:19] – jen
+++ cats:procedures:reports:quickexposure [2018/03/20 14:53] (current) – jen
@@ Line 1: / Line 1: @@
 =====Counterparty Exposure/Credit Report=====
+Exposure is the value of all purchase and sale contracts against a particular account with invoices in the system. Credit is the amount you can extend to a customer.
+In CATS, you can run a report that will show the exposure/ credit for one account. Use the **?** (question mark) on the top of any menu screen. Go to **? > Exposure/Credit**.
+[{{:cats:procedures:reports:exposurecredit_accessmenu.png?|Go to the question mark to get to the exposure/credit report.}}]\\
+On the credit/ exposure screen, choose **Change Options** to change the report options.
+[{{:cats:procedures:reports:exposurecredit_main.png?|Change options on the report}}]
+Change exposure report options.
+[{{:cats:procedures:reports:exposurecredit_chooseaccount.png?|Change exposure account options.}}]
+  * Mode - see below.\\
+  * Choose an account or leave blank to show all accounts.\\
+  * Check the box **Show only over limit** if you want to see accounts that are over their limit.\\
+Use the dropdown arrown next to **Mode** to choose: **Exposure, Credit or Combined**(exposure & credit)
+[{{:cats:procedures:reports:exposurecredit_choosemode.png?|Choose mode}}]
+Press **Apply** to continue.
+The exposure/credit report will show.
+[{{:cats:procedures:reports:exposurecredit_list.png?|Exposure/credit report}}]
+View and print as usual.
+[{{:cats:procedures:reports:exposurecredit_printhtml.png?|View report in HTML}}]
+[{{:cats:procedures:reports:exposurecredit_printout.png?|Exposure report print out}}]
-Exposure is the value of all purchase and sale contracts against a particular account without invoices in the system.
-Credit is the amount you can extend to a customer without receiving a warning or (depending on settings) prevention of more sales.