Factor Detail

Menu Path: None

To use Factor Detail, click the Factor Detail button in the ribbon in Order Edit, Order Entry, or Order Inquiry.

Purpose

Review factor order approval export/import information for an order.

Overview

Use Factor Detail to view an audit trail of when order approval information was exported or imported for a specific order.

For information on exporting order approval information to factoring institutions, see Factor Order Approval Export.

For information on importing the approval file you receive from the factoring institution, see Factor Order Approval Import.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Factor Detail window.

Show Data

Click this button to refresh data in the Audit Trail grid.

Fields and Buttons

Field or Button

Description

Order Number

This field displays the order number for which you are viewing factor transmissions.

Inquiry Tab Fields and Buttons

Field or Button

Description

Audit Trail

This grid displays an audit trail of factor transmissions for the order. Each row in the grid represents one of the following:

  • Order approval export

  • Order approval import

  • Transmitted to Factor option was changed in Order Edit or Order Entry