Process Flow

Overview

The correct setup is a prerequisite for the factoring module to work. Below is a flowchart of the process:  

Standard Processes

Steps one through six are standard Business Central and WiseFish processes. Note that if WiseFish is not in use, the third step is skipped. Also note that either steps four or five are used depending on actual setup (not both).

Factoring Processes

Step seven is created automatically. See chapter Create a File for The Factoring Company.

Step eight can be either manual (see above) or automatic. See chapter Sending a File to the Factoring Company.