cats:procedures:reports:quickexposure

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cats:procedures:reports:quickexposure [2018/03/20 13:58] jencats:procedures:reports:quickexposure [2018/03/20 14:53] (current) jen
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 =====Counterparty Exposure/Credit Report===== =====Counterparty Exposure/Credit Report=====
  
-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. +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**. 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.}}]\\  [{{: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. On the credit/ exposure screen, choose **Change Options** to change the report options.
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 Press **Apply** to continue. 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}}]
  
  
  
  
  • cats/procedures/reports/quickexposure.1521554313.txt.gz
  • Last modified: 2018/03/20 13:58
  • by jen