Assisted Setup
There are two ways to complete the set up for the Factoring Setup Overview page. The first option is to use the Assisted Setup feature. The Assisted Setup guides the user through the setup process and configurations of the solution.
Click on Assisted setup from the settings icon on the home page.
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Click on Open the Factoring Setup.
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Then follow the step-by-step guide. Click on Next to start the Setup.
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Fill in the fields and check the Active checkmark if the Factoring System should be active. Hover over field names to get a more detailed description. There are two required fields in this first step of the setup, Factoring System and Default Country Code.
The user can always change the activation status of the Factoring System. Click here to see how to change the status of the Factoring System after all setup is complete.
Click Next to continue to the next step of the Assisted Setup.
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Fill out the fields and click Next to continue the setup. There is one required field in the second step of the setup, Client No.
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Continue to click Next and fill out fields until the system displays a confirmation message that everything has been setup to start using Factoring. The user will then be given an option to either go back and make changes or save the setup by clicking on Finish.
If Back is selected the user will go back one page and can make adjustments.
If Finish is selected the setup will be saved and everything has been setup to start using Factoring.
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Manual Setup
The second option is to set up the page Manually.
Find the Factoring Setup Overview by searching for it using the search window. Click on Factoring Setup Overview.
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Click New.
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A new page opens where the user fills out all relevant information in the fields.
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To edit an existing setup, select the line you want to edit and click Edit. One setup is created per Factoring Agreement.
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