AR/AP Records are generated to track the company's customers and suppliers regularly along with other companies with which the company has debt and credit relations. The identity info and other characteristics of the AR/AP are recorded to the related record.
For AR/AP transactions, the buttons located at the bottom of the page, and the options of the right mouse button menu are used. The menu options and functions are:
| New | Used to create a new AR/AP record. |
| Update | Used to modify AR/AP information. |
| Delete | Used to delete the AR/AP. |
| View | Used to view the AR/AP information without making changes. |
| Copy | Used to create a new record by copying the information of the selected record. Provides ease of use by allowing fast data entry. |
| Record Information | Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. |
Database Extensions | Used to record the additional fields to be defined by the user. | |
Multiple Delete | Used to delete the selected AR/AP records. This option becomes active only when the cards with the Passive status are selected. | |
| Account Summary | Used to list the amounts of the selected AR/AP record in monthly totals. |
Account Summary Graphic | Used to create chart for the account summary. | |
Debt Tracking | Used to display the debt-tracking window, and to perform the closing transactions. | |
F. Currency Totals | The option used to generate debt and credit totals of AR/AP transactions in transaction currency, along with balance totals in transaction currency, local currency and reporting currency. | |
Account Totals | Used to display transaction totals to be billed to the related AR/AP while the AR/AP slips are being issued, or when the AR/AP is selected. | |
Transactions | Used to list the transactions of the selected AR/AP. | |
Planned Transactions Tracking | The planned transactions tracking is used to list all planned transactions of related AR/AP. | |
Purchase Proposals | It is used to display purchase proposals based on AR/AP, perform the necessary operations (update / delete etc) and generate purchase proposal over the AR/AP. | |
Purchase Contracts | It is used to display purchase contract based on AR/AP, perform the necessary operations (update / delete etc) and generate purchase contracts over the AR/AP. | |
Sales Activities | It is used to display sales activities based on AR/AP, perform the necessary operations (update / delete etc) and generate sales activities over the AR/AP. | |
Order Transactions | Used to list the order transactions belong to AR/AP. | |
| Extract | Displays debit, credit and balance totals of the AR/AP transactions, along with transaction information. |
AR/AP F. Currency Valuation Report | Used to take AR/AP f. currency valuation report. | |
Shipment Addresses | The menu option used to define shipment addresses of the AR/AP. | |
Seller Connections | The option used to display sales representative connections of the selected AR/AP. | |
Debt Tracking Totals | The option used to display outstanding credit and closed liability totals of the AR/AP, along with transaction currency information. | |
Workflow History | Used to list the tasks that are defined and completed in the Workflow Management Module for AR/AP records. | |
Show on Map | In the event of using Logo Maps feature, this option provides reaching the address info through the map. | |
Installment Transactions | Lists installment transactions of the AR/AP. | |
Claimant Stocks | Used to record the shipping transactions of unsent claimant stocks of the customer which are entrusted to the company and kept at warehouses temporarily. | |
Shipped Claimant Stocks | It is the option which is used to list shipped claimant stocks from material cards or AR/AP records browser. | |
Search | Used to search defined AR/AP records by account code. | |
| Filter | Displays the AR/AP list with records matching required conditions. |
Print (Letter) | Used to print AR/AP information on label or letter form. Form definitions are generated using the form generator option located in the tools menu of the application. | |
Print (Letter) Group Companies | Used to print group company type AR/AP information on label or letter form. | |
Send Letter | Used to send letters to the selected AR/AP. | |
Multiple Send Letter | Used to send letters to the selected AR/AP in batch. | |
Multiple Send Letter (Group Companies) | Used to send letters to the selected group company type AR/AP in batch. | |
Send Extract in Batch | The option is used to send AR/AP extract to other accounts in batch. When sending extracts in batch, the conditions to be applied for extract sending are specified by filter lines The sending types are specified at AR/AP record's "Other" tab. | |
Send Extract | The option is used to send AR/AP extract to other accounts. The sending types are specified at AR/AP record's "Other" tab. | |
Number of Records | Displays AR/AP records by type, and with total numbers. | |
Show Group Tree | Used to display all the AR/AP records, AR/AP groups and AR/AP records connected with AR/AP groups. | |
Arrange Hierarchy Codes | Used to arrange the hierarchy codes of AR/AP records. | |
Refresh | Used to display the current status of the AR/AP window. | |
Back to Defaults | Used to display the active window with the standard dimensions defined in the application. | |
Send to Company | Used for the users who works more than one company in a single trading system to exchange data between companies. | |
Send to Company (Delete) | Used for the users who works more than one company in a single trading system to delete the sent items. | |
Batch Update | Used to update the selected records' information in batches. | |
LogoConnect Transactions | Lists transactions on LogoConnect server if LogoConnect application is used. | |
Credit Card Slip Collection | Used to list uncollected credit card transactions belonging to relevant AR/AP and perform collection transactions. | |
Company Credit Card Slip Payment | Used to list uncollected company credit card transactions belonging to relevant AR/AP and perform collection transactions. | |
Trading Group Account Summary | Used to list debit and balance info of related AR/AP and trading group. | |
Create Shortcut | Used to create shortcuts of the records. | |
Send Shortcut | Used to send the created shortcuts to related users. | |
Deleted Records | Used to list deleted records and rerecord if necessary in the event of using record revision history feature. The deleted records are listed with user and deleting time info. | |
Modification History | Used to list the updated records with user, record description and modification time info in the event of using record revision history feature. |
