Overview
You can record financial rating given by Credit management team or Duns & Bradstreet data base, and can also record financial reports.
Table of content
Step-By-Step
Account Owner you can Create”New the financial situation”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account Name” eg R WILFLEY AND SONS
Scroll down to the "Financial Situations" related list and click in the button "New Financial Situations"
1- Verify that the name of your supplier is the right one on the field "Account“
2- Fill some content in the description field.
3- Click on "Save" at the end of the page
Scroll down to the "Notes & Attachments" related list and click on the "Attach File“
1- Click on the "Choose a file" button, choose the file you want to attach
2- Click on "Attach File"
3- Click on the button "Done"
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