Management Company Credit Status Report

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This report allows you to print a list of the current credit limits and balances of any management company set up in the RFMS system. By utilizing the Customer record Relationship feature, customers may be labeled as “Main” and “Branch” thus setting up Management Companies and attaching subsidiary companies to them.

Report Example

 Tips:

• The totals are calculated with only job costed orders on this report.
• Credit Limit totals can combine and be more than the Management Company Credit Limit (denoted by the *asterisks).
• Balance totals reflect all current balances for Management Companies and subsidiary companies.
<li"> Remaining Credit is inclusive of the Management Company and all subsidiary companies. </li">