Summary
This article explains how to create a Finance Company code, which can then be used to specify who a deal is financed with when creating sales orders or invoices for units.
| Please note this is purely to allow the system to split an invoice between a customer and finance company. All finance documents and payment schedules should be processed with your finance company. |
More Information
| Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
To add a new Finance Company, go to " Unit Sales Maintenance Options Add or Edit Finance Rates HP File Amendments".
- At "Finance Code", enter a unique code for the finance company (max 8 characters).This is the code you will enter when specifying who is financing a deal on a unit order or invoice.
| For Black Horse Finance the code could be BL HORSE. |
- At "Description", enter the finance company name and brief description. This can simply be the name of the finance company.
| For Black Horse Finance the description could be Black Horse Finance 12 months. |
- This will not be printed on a customer's document. It is used to help you identify the correct finance code to use.
- At "Finance Company", enter or search for the Customer Account Code for the finance company who will be responsible for the Finance scheme.
- If you have not yet created a customer account for this finance company please follow this article.
| The account name and address for the supplier code will be printed on the customer document. |
- At "Period In Months", enter the amount of months that the finance scheme will be set up for. This could be anything from 12 to 60 months.
| If you are unsure what to enter here we recommended entering 12 months.. |
| You do not need to fill anything else in on this page! Leave the remaining fields untouched. |
- Press <Esc> and click [Accept].
- This will take you back to the "Finance Code". Press <Esc> to exit.
| When you wish to add finance to a Unit Invoice, the new finance code will be available. Tick the "Financed" box and press <F1>/<Shift+F1> to scroll through the available finance codes. |
See also
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