How to configure factory receivables

Factory Receivables are to be set up and entered against either the stock or the sale for items such as Holdbacks and Factory Bonuses.

1. Click the System Button, then click System Options.
   
   
   
2. Navigate to the Vehicle Franchises tab, and click Add Franchise.
   
   
   
3. Enter the Franchise Make, Supplier or Manufacturer, and Default Floorplan Company if applicable.
4. Select the Franchise Codes.
5. Click on the Receivable Type you wish to configure (Holdback, Floorplan Allowance, Factory Bonus, Fleet Claim).
   
   
   
6. Tick the box to Turn On Receivable Type, and add a Receivable Description.
7. Enter a Factory Receivables Accrual Account.
8. Select Clearing and Final Accounts, or leave blank to default to system accounts.
9. Click Save.
   
   
   
10. If you need to add multiples of the same receivable type, such as multiple factory bonuses, click on the Receivable Type again.
11. Click Configure Items.
    
    
    
12. Enter each Bonus Line Item, choose which sale items apply (eg. enabled before sale), and choose the default reference. Click Save.