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BBC Management Report

The BBC Management Report shows the details of the BBC availability for a particular client selected. This includes the summary of Accounts receivable (Detail and Summary), Accounts payable, Inventory, Other collateral, Collateral Recap, and Client's ineligible summary.

Navigation: Menu Reports → Abl Reports → Management Reports → BBC Management Report

To generate an BBC management report, perform these steps:

1. Go to Reports ABL Reports Management Reports BBC Management Report. A BBC Management Report dialog box appears.

2. Select the Approved or Unreleased BBC.

3. Select Display Past comments or Display BBC comments.

4. Click on the Generate button button. The report is generated. Click the PDF and/or XLSX formats to download the respective formats.

Refer to the screenshot:
BBC management report popup

Fields and Descriptions

Fields

Descriptions

BBC

Allows to select the approved or unreleased BBC.

Display Past Comments

Select this to view all past comments in all the reports.

Display BBC Comments

Select this to view comments related to the particular BBC for the selected date.

 

Refer to the screenshot:
BBC management report


The BBC Management Report shows the following details:

 

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BBC management report

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BBC management report

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BBC management report

NoteIf the selected BBC frequencyBBC frequency is monthly, then the report shows current BBC, previous BBC, previous quarter, and previous year records for the particular client.

If the selected BBC frequency holds the value other than monthly, then the report shows current and previous BBC records for the particular client. Refer to the screenshot below:Refer to the screenshot below:

Basic Client Details

The Basic Client Details page shows the basic details that you have provided while creating the client. You can update those details.

 

Navigation: Client Maintenance Client Details Basic Client Detail

 

Refer to the screenshot below: