Custom Code [U0722]

Contents

• Add Custom Code Value and Description
• Informational Custom Code Category Listing
  
• Change Custom Code
• Delete Custom Code

Introduction

The Custom Code update [U0722] is used to establish and rename valid values for customizable codes. Users may decide to customize the use of LeasePak's codes to suit their own business. LeasePak v4.6a, allows the user to customize previously "hardcoded" non-customizable codes within this update.

The Customize LeasePak Codes enhancement implemented in this release, changes the definition of the two code types that exist within the system:

• Informational
  Codes in this category are informational only. While they may be useful for reporting, their values do not affect the inner workings of LeasePak. Code Values and Code Descriptions may be added and/or changed for Informational code types only. These codes were customizable prior to the v4.6a release.
  

• Functional
  Codes in this category are integral to the inner workings of LeasePak. The Code Description value for these codes may be changed from their original description and customized to your company's needs. LeasePak's security settings will not allow Code Categories and/or Code Values to be added or deleted from the system. These codes were maintained by MSI prior to the v4.6a release. Examples of functional codes are ACCRUAL METHOD, PAYOFF METHOD, etc.

Add Custom Code Value and Description

To add a Custom Code Value and Description to an Informational code type, select a Code Category from the drop-down help menu. Select the Add button to enter the code value and description that applies to the specific code category selected.

• CODE VALUE
  Enter the new code value for the Information type code, a maximum of 4 characters can be entered.

• CODE DESCRIPTION
  Enter a description of the new code, a maximum of 20 characters can be entered.

Informational Type Custom Code Category Listing

Note: The list below is an example of code values that are Information type codes.

• ACCOUNT CODE (ACC)
  This code indicates the application/lease account code. Values can be entered on Application Tab 3 [U0801], and the Application Rate Plan update [U0816].
  
  
• ACCOUNT PAYMENT TERMS (TRD.TRM)
  This code indicates the terms of the applicant’s account payments. Values can be entered through the Application update [U0801].

• ACCOUNT STATUS (ACC.STAT)
  This code indicates the account status for the bank reference. It is entered through the Application update [U0801].

• ACCOUNT TYPE (ACCT)
  This code indicates the account type of the applicant. It is entered through the Application update [U0801].

• ACTIVITY STATUS (STAT)
  This code indicates the status of the client. Client activity status codes are processed and grouped according to the first letter of the code. All codes must begin with one of the following letters:
  
  
  • Axxx Active
  • Ixxx Inactive
  • Pxxx Pending
  • Txxx Terminated
  • Rxxx Rejected
    
    

  where "xxx" is the user defined code. This code may be entered through the Vendor update [U0201], Master Financial update [U0202], Asset update [U0210], Investor update [U0216], Broker update [U0219], and Lender update [U0220].

• ADDL INCOME SOURCE (ADD.INC.SR)
  This code indicates sources of additional income that have a bearing on the credit of the lessee or guarantor. It is entered through the Lessee update [U0203], Guarantor update [U0217], and Application update [U0801].

• ASSET STATUS (EQT.STAT)
  This code indicates the status of the asset. Values for assets available to be booked onto a lease begin with the letter A, and values for assets not available to be booked on a lease begin with N. The following ASSET STATUS codes are established by LeasePak and may not be changed:
  
  
  • AINV Available - In Inventory
  • NOLS Unavailable - On Lease
  • NSLD Unavailable - Sold
    
    

  Any number of additional ASSET STATUS codes may be established. This code is entered through the Add Asset option of the New Lease update [U0101] and may be changed in the Asset update [U0210]. The code is automatically changed in the Payoff update [U0103] and the Asset Add-on update [U0113].

• AUTO CHARGE-OFF DEFERRAL (ACO.DFRL)
  This code at the lease level relates to whether the lease will be automatically charged off if it becomes 121 days delinquent. It is available only if the Auto Charge Off module is purchased. Charge off may be deferred with a code indicating the reason for the deferral. Up to 9 deferral reason codes may be entered on the Custom Code update.

• CLASSIFICATION (CLASS)
  This code indicates the type of the leased asset. Values for all vehicle assets begin with the letter V, and values for all non-vehicle assets begin with E. This code is entered through the Book Lease option of the New Lease update [U0101], Asset update [U0210], Split Asset update [U0114], and the Assets option of the Application update [U0801].

• COLLECTION STATUS (COL.STAT)
  This code indicates the collection status of the lessee. It is entered through the Collection update [U1101]. The Collection module is a separately licensed module of LeasePak.

• COMPANY CODE (COM.COMCD and COM.GRP.CD)
  These fields allow further identification of the Company. They are entered through the Company update [U0208].

• COST CENTER (REG.CCTR)
  This field allows further identification of the Region. It is entered through the Region update [U0207}.

• ENTITY CODE (ENTITY)
  This code is used primarily for municipal leases and indicates the department or agency within the municipality using the leased assets. It may be used for other purposes. This code is entered through the Book Lease option of the New Lease update [U0101], Demographic update [U0204], and Application update [U0801].

• IN-HOUSE RATING (INHS)
  This code indicates the lessee credit rating as assigned by the lessor. It is entered through the Book Lease option of the New Lease update [U0101], the Master Financial update [U0202], and the Demographic update [U0204].

• INSURANCE CARRIER (INS.CAR)
  This code indicates insurance carriers issuing policies on leased assets. It is entered through the Book Lease option of the New Lease update [U0101], Demographic update [U0204], and Application update [U0801].

• INSURANCE COVERAGE (INS.COV)
  This code indicates the type of coverage provided by the insurance policy. It is entered through the Application update [U0801].

• INSURANCE RISK FEE (IRF)
  This code indicates the Insurance Risk Fee calculation that will be used to automatically bill the Lessee upon expiration of their insurance policy. It is entered through the Application Tracking Update [U0801], Book Lease [U0101] and Rebook [U0116]. The rate entered is maintained manually by the user. The default value, if no rate amount is entered, is ‘0’.

• LEASE SOURCE (DIR)
  This code indicates the source or origination of the lease / application (i.e., direct, indirect, broker, etc.). It is entered through the Book Lease option of the New Lease update [U0101], the Master Financial update [U0202], and the Application update [U0801].

• LEASE TERMINATION (OPTN)
  This code indicates the lease termination options available for the lessee. It is entered through the Maturing Lease update [U1401] The Maturing Lease module is a separately licensed module of LeasePak.

• LETTER VERSION (LT.VERSION)
  This code is used if the Applications module has been purchased. It is entered on Application [U0801] screen 2.

• MARITAL STATUS (MARITAL)
  This code indicates the marital status of the lessee. It is entered through the Lessee update [U0203] and the Application update [U0801].

• MARKET CODE (MKT)
  This code indicates the Market Code which is used to determine automatic rate plans. It is entered through the Application update [U0801], and the Application Rate Plan update [U0816].
  
  
• NOTEBOOK REASON CODE (NB.RSN)
  This code indicates the Reason Code for which the note is being entered in the Alternate Lease Summary Notebook in the Collection [U1101] and Customer Service [U1601] updates.
  
  

• NOTE PAYABLE TYPE (NTYP)
  This code indicates the Note Payable Type. It is entered through the Lender update [U0220].

• NOTE TYPE (NOTE.TYPE)
  This code indicates the Note Type. Notes added through the Notebook option are assigned a type from among the valid codes established here. Default note types are entered through the Security update [U0706], Application Custom General update [U0821], and the Collection Custom General update [U1121]. The Application and Collection modules are separately licensed modules of LeasePak.

• PAYMENT RECORD (PMT.HIS)
  This code indicated the payment history record of the applicant. It is entered through the Application update [U0801].

• PAYOFF LEASE RATING (RAT)
  This code indicates the rating of the lessee at the time of the lease payoff or termination. It is entered during the Payoff update [U0103].

• PAYOFF SOURCE (SRC)
  This code indicates the source of the payoff or termination funds (e.g., customer check, insurance check, etc.). It is entered during the Payoff update [U0103].

• PRODUCT TYPE CODE (PRD)
  This indicates the type of product that is associated with the lease. It can be entered during the booking of a lease [U0101], Master Financial [U0202], Applications [U0801] Tab 5, and Transfer Price Rate [U0723].

• PROPERTY TAX DESCRIPTION (PPT.CD)
  This indicates the type of property tax being assessed. It can be entered on Group Property Tax Assessment [U0106].

• PURCHASE OPT OWNER (PUR.OPT.OW)
  This code indicates the purchase option owner for the application. It is entered through the Master Financial update [U0202], Application update [U0801], and Application Rate Plan [U0816].

• RATING (xxx.BOND, where ‘xxx’ stands for the rating service)
  This code indicates the possible rating categories given by each rating service and is used in conjunction with the RATING SERVICE (RAT.SRVC) code. Each service has its own set of rating codes. All these sets together construct the RATING code category. Each individual set of codes is accessed by combining the RATING SERVICE code and ".BOND". For example, to add new codes for Dunn and Bradstreet with a RATING SERVICE code of D&B, enter "D&B.BOND" as the code category. This code is entered during the booking of a lease [U0101] and the Demographic update [U0204].

• RATING SERVICE (RAT.SRVC)
  This code indicates the rating service issuing the lessee’s credit rating and is used in conjunction with the RATING code. After adding the name of a RATING SERVICE, the rating codes used by the service should also be added. This is accomplished by using the Add a Custom Code option of this update, entering a CODE CATEGORY of xxx.BOND (where xxx = the rating service), and entering the rating(s) to be used by the rating service. The RATING SERVICE code is entered during the booking of a lease [U0101], and the Demographic update [U0204].

• RECOURSE TYPE (REC)
  This code indicated the recourse type for the vendor. It is entered through the Vendor update [U0201].

• REFERENCE STATUS (REF.STAT)
  This code indicates the reference status for the employer. It is entered through the Lessee update [U0203], Guarantor update [U0217], and the Application update [U0801].

• REMIT TYPE (REMIT)
  This code indicates the remittance type for the vendor or broker. It is entered through the Vendor update [U0201] and the Broker update [U0219].

• REPO REASON (REPO.RSN)
  This code indicates the reason for repossession of an asset when a Repo Request is submitted from the Collection [U1101] update.

• REPO INSTRUCTIONS (REPO.INSTR)
  This code indicates instructions for repossession when a Repo Request is submitted from the Collection [U1101] update.

• REQUIRED CORRECTION (CORR)
  This code indicates the type of correction required on a certificate of ownership. It is entered through the Collateral update [U1201]. The Collateral module is a separately licensed module of LeasePak.

• RESIDENCE TYPE (RES.STAT)
  This code indicates the residence ownership status of the lessee. It is entered through the Lessee update [U0203] and the Application update [U0801].
  
  
• REVERSAL BY REASON (REV.REASON)
  This code indicates the reason for a payment reversal. The status codes are processed and grouped according to the first letter of the code. All codes must begin with one of the following letters where "xxx" is the user- defined code:
  
  
  • Nxxx Non Sufficient Fund
  • Sxxx Stop Payment
  • Txxx Transfer Misapplied Payment
  • Uxxx Undo Payment
  • Oxxx Other
    

  
  These codes are setup in the payment reversals section of the Module Customizations option of Portfolio [U0212].

• SALUTATION (SAL)
  This code indicates the salutation name to be used in form letters. It is entered through the Lessee update [U0203] and Application update [U0801].

• STANDARD INDUSTRY (SIC)
  This code indicates the standard industry category of the lessee. It is entered through the Book Lease option of the New Lease update [U0101], Master Financial [U0202], Lessee update [U0203], and the Application update [U0801].

• TYPE OF BUSINESS (BUS.TYP)
  This code indicates the type of business of the lessee. It is entered through the Lessee update [U0203] and the Application update [U0801].

• USER DEFINED FIELDS/TABLE CODES (UD__xxx__xxx)
  This code is used in conjunction with the User Defined Fields module, a separately licensed module of LeasePak. The purpose of this code is determined by how the user defines the field or table to which the code corresponds. There are 36 fields and 12 table columns for each of the following:

• Lease applications
• Leases
• Assets
• Customers
• Lessees
• Vendors

If the CODE CHECK option for a particular user defined field or table column is set to Y in the User Defined Fields/Table option of the Portfolio update [U0212], a check for a valid code is done when the user defined information is entered. Code categories for user defined fields and tables are:

• UD__APP__Fxx
  For lease application user defined fields, where xx is a number from 01 to 36 corresponding to the number of the field on the User Defined Fields/Table option - Application Fields of the Portfolio update [U0212]. These fields are entered through the Application update [U0801][XU].

• UD__APP__Txx
• For lease application user defined table columns, where xx is a number from 01 to 12 corresponding to the number of the column heading on the User Defined Fields/Table option - Application Table of the Portfolio update [U0212]. These fields are entered through the Application update [U0801][XU].

• UD__LSE__Fxx
  For lease level user defined fields, where xx is a number from 01 to 36 corresponding to the number of the field on the User Defined Fields/Table option - Lease Fields of the Portfolio update [U0212]. These fields are entered through the Master Financial update [U0202].

• UD__LSE__Txx
  For lease level user defined table columns, where xx is a number from 01 to 12 corresponding to the number of the column heading on the User Defined Fields/Table option - Lease Table of the Portfolio update [U0212]. These fields are entered through the Master Financial update [U0202].

• UD__ASS__Fxx
  For asset level user defined fields, where xx is a number from 01 to 36 corresponding to the number of the field on the User Defined Fields/ Table option - Asset Fields of the Portfolio update [U0212]. These fields are entered through the Asset update [U0210] or the Asset Selection option of the Application update [U0801].

• UD__ASS__Txx
  For asset level user defined table columns, where xx is a number from 01 to 12 corresponding to the number of the column heading on the User Defined Fields/Table option - Asset Table of the Portfolio update [U0212]. These fields are entered through the Asset update [U0210] or the Asset Selection option of the Application update [U0801].

• UD__CUS__Fxx
  For customer level user defined fields, where xx is a number from 01 to 36 corresponding to the number of the field on the User Defined Fields/Table option - Customer Fields of the Portfolio update [U0212]. These fields are entered through the Customer update [U0205] or the User Defined Fields/Table option of the Application update [U0801].

• UD__CUs__Txx
  For customer level user defined table columns, where xx is a number from 01 to 12 corresponding to the number of the column heading on the User Defined Fields/Table option - Customer Table of the Portfolio update [U0212]. These fields are entered through the Customer update [U0205] or the User Defined Fields/Table option of the Application update [U0801][XU].

• UD__LES__Fxx
  For lessee level user defined fields, where xx is a number from 01 to 36 corresponding to the number of the field on the User Defined Fields/Table option - Lessee Fields of the Portfolio update [U0212]. These fields are entered through the Lessee update [U0203] or the User Defined Fields/Table option of the Application update [U0801][XU].

• UD__LES__Txx
  For lessee level user defined table columns, where xx is a number from 01 to 12 corresponding to the number of the column heading on the User Defined Fields/Table option - Lessee Table of the Portfolio update [U0212]. These fields are entered through the Lessee update [U0203] or the User Defined Fields/Table option of the Application update [U0801][XU].

• UD__VND__Fxx
  For vendor user defined fields, where xx is a number from 01 to 36 corresponding to the number of the field on the User Defined Fields/ Table option - Vendor Fields of the Portfolio update [U0212]. These fields are entered through the Vendor update [U0201].

• UD__VND__Txx
  For vendor user defined table columns, where xx is a number from 01 to 12 corresponding to the number of the column heading on the User Defined Fields/Table option - Vendor Table of the Portfolio update [U0212]. These fields are entered through the Vendor update [U0201].

• VENDOR TYPE (VEND.TYPE)
  This code indicates the type of vendor. This code may be entered through the Vendor update [U0201].

Change Custom Code

This screen is used to change the code category and/or the code value of an Informational or Functional code type.

• CODE CATEGORY
  Select the code category that is to be changed. Use the Help button for a list of valid code categories.

• CODE VALUE
  Select the code value to be changed. Select the Change option. A code value must be selected prior to selecting the Change option.

The codes category and description is displayed. LeasePak's security settings only allows the Code Description to be customized and changed for both code types.

• CODE DESCRIPTION
  Change the description if desired.

Delete Custom Code

This screen is used to select the code value of the Informational type code that is to be deleted from the Custom Code file. A Code Value must be selected in order to Delete a record. When the delete button is selected the following message appears:

The above message is displayed to either confirm or cancel the deletion.

The CODE CATEGORY to be deleted should not be used anywhere, on any file. If it is, the code category should not be deleted or the information on the files should be changed, whichever is more practical.

© 2001 by McCue Systems Incorporated.
All rights reserved.

The information contained in this document is the property of McCue Systems, Inc. Use of the information contained herein is restricted. Conditions of use are subject to change without notice. McCue Systems, Inc. assumes no liability for any inaccuracy that may appear in this document; the contents of this document do not constitute a promise or warranty. The software described in this document is furnished under license and may be used or copied only in accordance with the terms of said license. Unauthorized use, alteration, or reproduction of this document without the written consent of McCue Systems, Inc. is prohibited.