The Factoring Records menu option is located under the Transaction menu of the Finance module. You can access the screen where the payment transactions related to the factoring contracts in the Factoring Definitions list are performed via this option.
The buttons on the Factoring Records list screen and the options in the right-click menu are given below.
| New | Used to define a factoring record. |
| Update | Used to update the factoring record information. |
| Delete | Used to delete the factoring record. |
| View | Used to view the factoring record information. The factoring record displayed using this option cannot be updated. |
| Copy | Used to copy the factoring record information. Ensures to enter the information fast and securely. |
Number of Records | Used to view the total card number in Factoring Records with the type and quantity of cards. | |
Update Status | Used to update the status of the factoring record as Draft, Approved, Assigned, Prepaid or Closed. | |
Assign | Used to assign the records. Only the factoring records in Approved status can be assigned. | |
Undo Assignment | Used to undo assignment. It is activated only for the assigned records. | |
Make Prepayment Collection | Used to make prepayment collection. It is activated only for the assigned transactions. | |
Undo Prepayment Collection | Used to undo prepayment collection. It is activated only for the prepaid records. | |
| Attached Records | |
|---|---|---|
Factoring Transactions | It opens the screen where the payment transactions of the factoring record selected in the Factoring Records are displayed and performed. This option is activated only for the assigned and prepaid transactions. | |
Preferences | ||
Line Coloring | Used to colorize the lines in the list by grouping via the Logo Coloring Wizard. | |
Back to Defaults | Used to convert the window sizes to the defaults in the program. | |
Save Settings | Used to save the settings made for the Factoring Records list. | |
Save General Settings | Used to save the general settings. | |
Define Shortcut | Used in generating a shortcut in the factoring records list. | |
Select All | Used to select all records in the Factoring Records list. | |
Remove All Selections | Used to remove the selections in the records. | |
Export | Used to export Factoring Records. | |
Import | Used to import Factoring Records. | |
Export to Excel | Used to export Factoring Records to Excel. |
