3.5 Rating

This topic provides systematic intsructions about Rating.

1. Click Rating in the left menu to add rating information of the customer.
2. Click Stakeholders in the left menu and click + Add Ratings to configure stakeholders information.
   The Add Ratings window is displayed.

   Figure 3-7 Add Ratings

   
   

   
   Description of "Figure 3-7 Add Ratings"

   
   
3. Select the following details of the rating:
   • Rating Date
   • Outlook
   • Risk Ratings
   • Rated By

   The Year Of Rating is automatically populated based on the selected Rating Date.

   Select Rated By, the rating is added and displayed as shown below:

   Figure 3-8 Customer Rating

   
   

   
   Description of "Figure 3-8 Customer Rating"

   
   
4. To modify the added rating, click the Edit icon.
5. To delete the added rating, click the Delete icon.

Note:

If the party is rated by different rating firms, all the rating information must be captured while initiating credit proposal. To add another rating information, click + Add ratings again.