Information about credits from banks is recorded and tracked by record types. This transaction is performed using the Credits option located under the Definitions menu of the Finance section. The icons of the Credits list and the options of the Attached Records, Related Records, Info and right click menu are used to record new credits or to modify existing definitions.
| New | Used to record credit info. |
| Update | Used to modify credit information. |
| Delete | Used to delete credit records. |
| View | Used to view credit information. The information displayed using this option cannot be changed. |
| Copy | Used to copy selected credit information. |
Change Status | Used to change the status of Credit records into the other available statuses. | |
Batch Status Change | Used to perform status change collectively in Credits browser. | |
Credit Collection Will Be Done | Used to make collection of credit amount automatically. This option can be used for credits in Approved and In Force status only. Bank slips of Collection type are listed, and the relevant slip is selected. | |
Start Template | Used to record macro for any transaction by credits list. | |
Finish Template | Used to finish macro defining steps. | |
Load From Template | Used to load data from template. | |
| Attached Records | |
|---|---|---|
Planned Payments | Used to record planned credit payments. | |
| Credit Repayment Transactions | Used to access the repayment transactions of the selected credit. | |
| Related Records | |
Bank Transactions | Used to list bank credit transactions. | |
| Info | |
Record Information | Displays the time and the user of the first registry and the last modification of the credit definition. | |
Usage Information | Lists the locations where the credit is used with total credit, used credit and available credit amounts. | |
Tracking | Used to reach and view system tracking records. | |
Refresh | Used to refresh the credit list. | |
Preferences | ||
Line Coloring | Used to color the lines of credits list according to the specified criteria. | |
Back to Defaults | Displays the window dimensions with the size defined in the program. | |
Save Settings | Used to save credits list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Displays number of credit records. | |
Reporting | ||
List Report | Used to report the records of credits list collectively. | |
Grouped List Report | Used to list the credit records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Characteristics | Used to record the columns to be displayed on the Credits List and their order. |
