This option allows bulk selection of customer invoices that are to be factored. The selection can be generated for all customers, or customers selected according to the following criteria.
- company code
- debtor class
- customer billing number
- invoice date and/or minimum invoice value
- minimum invoice value only
Once <Enter> is pressed, the selection process is generated, and the appropriate transactions are flagged. The invoices can now be viewed and their flags maintained via the Factored Invoice Maintenance program.
Once the selection criteria has been confirmed the system generates the list and displays a message: Processing complete for above selections.
- In the menu, expand Base Modules > Distribution > Debtors & Claims > Accounts Receivable > Debtors Factoring > Entry and then double-click Debtor Factored Inv Bulk Sel’n. ARE007 Factoring Invoice Bulk Selection panel appears.
- Enter the following selection criteria, as required.
Field Description Debtor class A range of Debtors Classifications can be selected for inclusion in this factoring selection. Billing no A range of Customer billing numbers can be selected for inclusion in this factoring selection. Invoice date Selecting an invoice date is optional. If an Invoice date range has been specified, an additional condition of invoice value can also be specified if required. Minimum value If only invoices above a specific value are to be selected for factoring indicate this minimum value. - Click OK to begin processing. Message ‘Processing complete for above selections’ will display on completion.
