In Clients Portfolio Report window you will now be able to create a report that will include all of the relevant information concerning your client portfolio and their status such as credit status, address, payment rules and their last update on Business Partner window.
Here we will show you more information about this new report:
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Go to Client Portfolio Report window and enter all of those filters that you would like to adjust:
These filters are:
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Customer / Group of Customers
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Payment Rule
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Credit Status
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Discount Scheme Maintenance
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Price List
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Active checkbox
2. Once you have selected any filter, click on Search icon. The results below can be exported onto a downloadable format : PDF, xls, csv or png. Please select one and confirm.
xls file example:
Notes:
Any customer adjustment on Business Partner window will reflect on this report after saving those changes. The last edit information will be saved on the last columns of this report, showing the date (Updated) and username (Updated by).
We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.
Date: July 11, 2022.
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