Page History
In J-Guar, received and issued collaterals are recorded in connection with the related works and transactions, and reflections of checks, issues issued to collateral, security liens, mortgages and other collaterals on credits are tracked in real time.
Collaterals are divided in two groups: received collaterals and issued collaterals. Received collaterals indicate collaterals received from a supplier or received from a bank and issued to a customer for a tender. Issued collaterals cover collaterals issued to both banks and customers. Collaterals are recorded by selecting a type.
The Collaterals option is located under the Definitions menu of the Finance module. The icons of the Collaterals list and the options of the Related Records, Info and right click menu are used to record new collaterals or to modify existing definitions.
| New | Used to record collateral information. | |
| Update | Used to modify collateral information. | |
| Delete | Used to delete collateral records. | |
| View | Used to view collateral information. The information displayed using this option cannot be changed. | |
| Copy | Used to copy selected collateral information. | |
Start Template | Used to record macro for any transaction by collaterals list. | ||
Finish Template | Used to finish macro defining steps. | ||
Load From Template | Used to load data from template. | ||
| Attached Records | ||
|---|---|---|---|
Planned Payments | Back payments planned for the Received Collaterals (Bank) are specified using this option. | ||
| Related Records | ||
Transactions | Lists the collateral transactions. | ||
| Bank Transactions | Lists bank slips of commission payments belonging to the collaterals of Received Collateral (Bank) type. | |
Info | |||
| Record Information | Displays the time and the user of the first registry and the last modification of the collateral definition. | |
| Record History | Used to list recording history by some info such as user, company, date, etc. | |
| Refresh | Used to refresh the Received/Issued Collaterals list. | |
Preferences | |||
| Line Coloring | Used to color the lines of collaterals 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 delivery collaterals list settings. | |
| Save General Settings | Used to save general settings. | |
| Number of Records | Displays total received and/or issued collateral records by types. | |
Reporting | |||
| List Report | Used to report the records of collaterals list collectively. | |
| Grouped List Report | Used to list the collateral 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 Collaterals List and their order. |
