Credit Reports
With the credit module, credits and limits of accounts in the system are managed. Control and analysis of given credits and limits can be done with two reports that come with the ready installation.
Path: BI - Report > Standard Reports > Credit
A credit and limit can be defined for each account. The maximum loan amount defines the total amount a person is authorized to borrow. The limit defines how much the credit limit is. Transactions are made according to these definitions.
DBS Analysis
Direct Sales System (DBS) is used by companies with dealers in many places to guarantee the products sold to the dealers.
DBS Analysis report can be obtained by determining the transaction and maturity date ranges. Thus, DBS status of current accounts can be reported only according to transaction and maturity dates. If you want to analyze the status of only one account, this is done by selecting from the "Current Account" section.
The scope of the report is determined according to bank, currency, payment method, cancellation-collection-file status.
The report; It is received under headings including invoice date, invoice number, current account, payment method, maturity date, invoice payment date and amounts. According to the result here, DBS analysis can be made based on the desired criteria.
Type: "DBS Limits" article can be read to get detailed information about DBS.

Detailed Credit Analysis
This is the detailed analysis of the loans defined in the system. It is done with a report. The report is reported with the information of planned-realized loan collections and payments with the selection of transaction type, planned/realized, plan line, collection status, credit limit, payment/collection, payment status, loan type, report type, credit institution, responsible person, project and date ranges.
According to the detail preferences and parametric selections in the report, the report is finalized.
Type: For more detailed information, it is recommended to read the articles titled "Credit" and "Credit and Limits".

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With the selection of transaction type, planned/realized, plan line, collection status, credit limit, payment/collection, payment status, loan type, report type, credit institution, responsible person, project and date ranges, the report is reported with the information of planned-realized loan c...