The Credit Status section allows Supervisor to view all credit information for the past 2 years in regards to certain customer, the credit information includes some important financial data such as the credit agreed, invoiced amount, incoming from approved proposals and a total difference:
Filters
Customer - Select the customer for which the credit status would be consulted.
The difference is the total balance between the -credit- agreed and the sum of both invoiced and approved proposals. In addition, the Approved Proposals button (in Current year) provide a view of all the proposals that have been elaborated and approved for the selected customer:
NB: Credit status is based on the credit agreement specified for each customer, it can be configured by a Supervisor under the Credit Agreement section.