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To add metrics to an exposure portfolio:
Select the
portfolio. How? In Search Results,
select the link in the Name column for the Exposure portfolio to which
you want to add metrics.
The Portfolio Definition screen appears. On the Portfolio
Definition screen, in the Metrics section, click Add.
The Metric Detail screen appears. Enter information
for the metric:
From
the Metrics list, select the metric. The Metrics list contains all the
Accounts Receivable and performance data available through your A/R interface,
and certain credit line fields. It can also contain user-defined credit
line fields.
Note:
The type
of metrics you select affects the selections you can make for grouping
the portfolio data. If you try to add both A/R and credit line metrics
to a portfolio that is grouped by collectors, business unit, or by a weekly,
monthly, or quarterly period, you will receive an error message. More.
Select
a summary type. The summary type is the mathematical operation you want
eCredit to apply to the metric when generating statistics. In the
Display Name field, enter the display label for the metric. To set
up eCredit to enter zero for any metric that has no value entered, select
Treat Missing Values as Zero If
you do not select this, eCredit does not include any metric that has no
value entered.
Click Save.
If a default selection criteria has been defined, it appears in the
Metric Selection Criteria section of the screen. To associate
a different criteria with the metric, in the Criteria List section, select
the option button for the criteria, and click Select.
The Metric Selection Criteria section displays the selected criteria.
The default criteria is no longer associated with the metric.
You can also:
Add a new metric
selection criteria. How? Delete a metric
selection criteria. How? If you have completed
the portfolio definition, you can now activate the portfolio. How?
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