Recovery [U17]

Contents

• Introduction
  
  
• Recovery Tracking Menu
  
  
  • Customer Summary
    • Customer Tab
    • Co-Lessee Tab
    • Guarantor Tab
      
      
  • Deficiency
    • Outstanding Invoices
    • Invoice Detail
      
      
  • Lease Summary
    • Outstanding Invoices
    • Invoice Detail
    • Notebook
      
      
  • Legal/Agency Status
    
    
  • Repo Account Status
    
    
  • Repo Assignment
    
    
  • Vehicle
    
    
  • Work Schedule
    
    
    
• Recovery Tracking Setup
  
  
  • Module Customizations [U1721MO]
    
    
  • User Profile [U1731]

Introduction

The Recovery Tracking update [U1701] is a separately purchased module of LeasePak. It allows the lessor to repossess a vehicle that has gone delinquent, as well as tracking a repossession of the vehicle through a repo agency. This module will work in conjunction with the Repo Request option of the Collection Tracking [U1101] update.

Use of the Recovery update [U1701] is based on various parameters of LeasePak to be set, this includes, updates and module settings of the following:

• End of Period Customizations [U0212]
• Custom General [U0712]
• Lease Form [U0721]
• Custom Codes [U0722]
• Custom Edit Checks [U0727]
• Collection Queues [U0728]
• Agency [U0729]
• Recovery Module [U1721]
• Recovery User Profile [U1731]

The Recovery module is setup with two updates, Module Customizations [U1721] and User Profile [U1731], both described in this document.

Recovery Tracking Menu

Recovery Tracking may be accessed either through the LeasePak Tracking menu, Recovery option, or by entering U1701 into the Fast Menu <F2>.

Base system LeasePak updates and reports outside the Revovery mdule may be selected from the Recovery Main Menu. When an update or report is selected from the Recovery Main Menu, the lessee and possibly lease and customer numbers are already known. It is not necessary to re- enter these numbers to go directly to the update or report. For example, the Lessee update [U0203] may be selected by entering the menu option ‘U0203’ from the Recovery Main Menu.

An additional menu, Recovery, is available from Recovery Tracking. Its options provide screens and updates for processing repossed vehicles.

Option Descriptions

• Customer Summary
  When a Customer [U0205], is tied to the lease, the customer information will be displayed. If the current user has SUPERVISOR PERMISSIONS security privileges set in the Recovery User Profile, the user will be allowed to access to all fields and update any information. If the user does not have Supervisor security, the Customer information will be read only.

• Deficiency
  The Deficiency update [U1701] establishes the deficiency of the vehicle and moves the account from the active portfolio to the deficiency portfolio.
  
  This update will allow for all pertinent vehicle information to be entered after the vehicle has been auctioned.

• Lease Summary
  The Recovery update allows access to the Lease Summary screen. This screen displays all pertinent lease/account information.

• Legal/Agency Status
  This option allows the user to track the collection activity of the vehicle. This update will track the terms of time that was assigned as well as any dollar amounts collected.
  
  All collections agencies will be reassigned to the supervisors queue based on defaults defined in the Agency [U0729] table (RAG).

• Repo Account Status
  This option allows the user to enter data related to the auction of the vehicle. This update may be accessed after the car has been repossessed.

• Repo Assignment
  This options allows the user to assign a vehicle for repossession based on agency. This update will initiate the repossession of the vehicle after the collection supervisor has approved the request to move the account to repo. At this time the recovery clerk will assign or reassign a repossession agency to the repossess the vehicle.

• Vehicle
  This option provides the vehicle information pertaining to the account. This update may be accessed from the Recovery Tracking menu option or the LeasePak menu option.

• Work Schedule
  This option provides a work schedule or list of the lease/ accounts scheduled to be processed in one session. The size and content of the work schedule may be determined by the user, using selection criteria described on the following pages.If the user chooses to log out of LeasePak before all assets are processed, the work schedule may be saved and then later restored when the user returns to the Collateral module.

Customer Summary

• Customer Tab
• Co-Lessee Tab
• Guarantor Tab
  

Customer Tab

This screen appears when the Customer Summary is selected in the Customer Service menu. When a Customer [U0205], is tied to the lease, the customer information will be displayed. If the current user has SUPERVISOR PERMISSIONS security privileges set in the Recovery User Profile, the user will be allowed to access to all fields and update any information. If the user does not have Supervisor security, the Customer information will be read only.

Field Descriptions

• CUSTOMER
  The customer number is displayed. Field may only be updated by Supervisor.

• SHORT NAME
  The Customers short name is displayed. Field may only be updated by Supervisor.

• NAME
  The Customers name is displayed. Field may only be updated by Supervisor.

• DBA
  The Doing Business As name is displayed. Field may only be updated by Supervisor.

• SOCIAL SECURITY
  The Customers social security number is displayed. Field may only be updated by Supervisor.

• TRAN EQUITY
  Transfer of Equity information is displayed yes or no. Field may only be updated by Supervisor.

• ADDRESS 1
  Displays the resident address 1. Field may only be updated by Supervisor.

• ADDRESS 2
  Displays the resident address 2. Field may only be updated by Supervisor.

• CITY
  Displays city information. Field may only be updated by Supervisor.

• STATE
  Displays state information. Field may only be updated by Supervisor.

• ZIP CODE
  Displays zip code information. Field may only be updated by Supervisor.

• HOME PHONE
  Displays the customers home phone information. Field may only be updated by Supervisor.

• TYPE
  Displays the home phone type. Field may only be updated by Supervisor.

• LAST USED
  Displays the last used phone number. Field may only be updated by Supervisor.

• BUS PHONE
  Displays the customers business phone information. Field may only be updated by Supervisor.

• TYPE
  Displays the customers business phone type. Field may only be updated by Supervisor.

• LAST USED
  Displays the last used phone number used. Field may only be updated by Supervisor.

• BILLING ADDRESS
  Displays the lease billing address information.

• NAME
  Displays the lease billing name

• ADDRESS 1
  Displays the resident address 1. Field may only be updated by Supervisor.

• ADDRESS 2
  Displays the resident address 2. Field may only be updated by Supervisor.

• CITY
  Displays city information. Field may only be updated by Supervisor.

• STATE
  Displays state information. Field may only be updated by Supervisor.

• ZIP CODE
  Displays zip code information. Field may only be updated by Supervisor.

• GARAGE ADDRESS
  Displays garaging address information.

• NAME
  Displays the operators name

• ADDRESS 1
  Displays the resident address 1. Field may only be updated by Supervisor.

• ADDRESS 2
  Displays the resident address 2. Field may only be updated by Supervisor.

• CITY
  Displays city information. Field may only be updated by Supervisor.

• STATE
  Displays state information. Field may only be updated by Supervisor.

• ZIP CODE
  Displays zip code information. Field may only be updated by Supervisor.

• ALL
  When this button is checked off, it will allow updates in the Primary Address Information fields only. When the SAVE is selected, all Name, Address, City, State, and Zip Code information will be defaulted to the Bill Address and the Garaging Address fields. When the Garaging Address is in a Multi-County (Vertex), the user will be prompted.

• PRIMARY
  When this button is checked off, it will allow the Primary Address information to be updated only. This button will also allow changes in various fields that will affect all lessees tied to the particular Customer, Short Name, Name, SS#, Address information and Phone Number information. These changes can impact LeasePak performance.

• BILLING
  When this button is checked off, it will allow updates in the Billing Address information only.

• GARAGING
  When this button is checked off, it will allow updates in the Garaging Address only.

Co-Lessee Tab

When a Co-Lessee is tied to the lease, the co- lessee information will be displayed. If the current user has Supervisor security privileges set in the Customer Service User Profile, the user will be allowed to access to all fields and update any information. If the user does not have Supervisor security, the co-lessee information will be read only.

Field Descriptions

• CO-LESSEE
  
  
• SHORT NAME
  The co-lessees short name is displayed. Field may only be updated by Supervisor.

• NAME
  The co-lessees name is displayed. Field may only be updated by Supervisor.

• DBA
  The Doing Business As name is displayed. Field may only be updated by Supervisor.

• SOCIAL SECURITY
  The co-lessees social security number is displayed. Field may only be updated by Supervisor.

• TRAN EQUITY
  Transfer of Equity information is displayed yes or no. Field may only be updated by Supervisor.

• ADDRESS 1
  Displays the resident address 1. Field may only be updated by Supervisor.

• ADDRESS 2
  Displays the resident address 2. Field may only be updated by Supervisor.

• CITY
  Displays city information. Field may only be updated by Supervisor.

• STATE
  Displays state information. Field may only be updated by Supervisor.

• ZIP CODE
  Displays zip code information. Field may only be updated by Supervisor.

• HOME PHONE
  Displays the co-lessees home phone information. Field may only be updated by Supervisor.

• TYPE
  Displays the home phone type. Field may only be updated by Supervisor.

• LAST USED
  Displays the last used phone number. Field may only be updated by Supervisor.

• BUS PHONE
  Displays the co-lessees business phone information. Field may only be updated by Supervisor.

• TYPE
  Displays the co-lessees business phone type. Field may only be updated by Supervisor.

• LAST USED
  Displays the last used phone number used. Field may only be updated by Supervisor.

Guarantor Tab

When a Guarantor is tied to the lease, the guarantor information will be displayed. If the current user has Supervisor security privileges set in the Customer Service User Profile, the user will be allowed to access to all fields and update any information. If the user does not have Supervisor security, the guarantor information will be read only.

Field Description

• GUARANTOR
  
  
• SHORT NAME
  The guarantors short name is displayed. Field may only be updated by Supervisor.

• NAME
  The guarantors name is displayed. Field may only be updated by Supervisor.

• SOCIAL SECURITY
  The guarantors social security number is displayed. Field may only be updated by Supervisor.

• ADDRESS 1
  Displays the resident address 1. Field may only be updated by Supervisor.

• ADDRESS 2
  Displays the resident address 2. Field may only be updated by Supervisor.

• CITY
  Displays city information. Field may only be updated by Supervisor.

• STATE
  Displays state information. Field may only be updated by Supervisor.

• ZIP CODE
  Displays zip code information. Field may only be updated by Supervisor.

• HOME PHONE
  Displays the guarantors home phone information. Field may only be updated by Supervisor.

• BUS PHONE
  Displays the guarantors business phone information. Field may only be updated by Supervisor.

Deficiency

• Outstanding Invoices
• Invoice Detail

The Deficiency update [U1701] establishes the deficiency of the vehicle and moves the account from the active portfolio to the deficiency portfolio.

This update will allow for all pertinent vehicle information to be entered after the vehicle has been auctioned.

Once the account has been transferred to the Deficiency portfolio, LeasePak will payoff the account and the account will be cloned in the deficiency portfolio with a balance equal to the deficiency balance and the account will be assigned to a collection agency. This will also change the collection status and assign a valid queue.

This update works in conjuction with the Repo Request option of the Collection tracking module. At the time the repo request is approved, the account is transferred from the Collection Work Schedule to the Recovery Work Schedule.

If the annual percentage rate of the deficiency balance needs to be changed after the account has moved to a deficiency portfolio, it may be done through the Assessments [U0105] update.

Accounts in the deficiency portfolio may be reversed back to an active portfolio when a user has Supervisor security.

This screen allows the user to view all account information after the vehicle has been auctioned.

Field Descriptions

• ACCOUNT NUMBER
  The account number of the account is displayed.

• VIN
  The VIN number of the vehicle is displayed.

• CUSTOMER NAME
  The customers name on the account is displayed.

• YEAR
  The year of vehicle is displayed.

• MAKE
  The vehicle make is displayed.

• MODEL
  The vehicle model is displayed.

• ACCT STAT
  This field displays the status of the lease/account is displayed.

• SALE DATE
  This field displays the sale date of the vehicle, if any is displayed.

• QUEUE
  This field displays the assigned queue of the lease/account, if any is displayed.

• ACCT TYPE
  This field displays the account type of the lease/account is displayed.

• CURRENT BALANCE
  This field displays the current balance of the account is displayed.

  IBL & OPER leases = unpaid billed amount + sum of remaining scheduled items - suspense + ant-suspense reversal

FIN = billed amount + contract receivable - suspense + anti-suspense reversal

• RESIDUAL VALUE
  This field displays the residual value of the lease/account is displayed.

• MISCELLANEOUS CHARGES
  This field displays any miscellaneous charges will be displayed. Select the button to view a list of Outstanding invoices.

Outstanding Invoices

This screen will allow the user to view all outstanding invoices for the account.

Field Descriptions

• DUE DATE
  The invoice payment due date is displayed.

• PMT AMT
  The invoice payment amount is displayed. This amount includes interest.

• LATE CHARGES
  Displays the total amount of late charges assessed for the invoice.

• ASSMT AMT
  The total assessment amount billed for this invoice is displayed.

• TOTAL BILLED
  The total amount billed for the invoice is displayed.

• NET DUE
  The net due for the invoice is calculated by subtracting the total amount paid from the total amount billed.

• MISC CHRGS
  Displays the total amount of assessments unpaid, minus the late charges and all sales tax.

Invoice Detail

The following screen will be displayed when the Invoice Detail button is selected.

This screen shows detail for the selected invoice. Only the first 100 outstanding invoices will be available for viewing. The invoice number and due date appear in the top of the window.

Field Descriptions

• INVOICE NUMBER
  The invoice number is displayed.

• DUE DATE
  The invoice payment due date is displayed.

• PRINCIPAL AMOUNT BILLED
  The amount of principal billed is displayed.

• PRINCIPAL AMOUNT PAID
  The amount of principal paid is displayed.

• PRINCIPAL AMOUNT DUE
  The amount of principal currently due. This is calculated by subtracting the amount of principal paid from the amount of principal due.

• INTEREST AMOUNT BILLED
  The amount of interest billed is displayed.

• INTEREST AMOUNT PAID
  The amount of interest paid is displayed.

• INTEREST AMOUNT DUE
  The amount of interest currently due. This is calculated by subtracting the amount of interest paid from the amount of interest due.

• ASSESSMENT AMOUNT BILLED
  The assessment amount billed is displayed.

• ASSESSMENT AMOUNT PAID
  The assessment amount paid is displayed.

• ASSESSMENT AMOUNT DUE
  The amount of assessment currently due. This is calculated by subtracting the amount of assessment paid from the amount of assessment due.

• ASSESSMENT
  The type of charge billed (e.g., principal, interest, sales tax, etc.) appears in this column.

• AMOUNT BILLED
  The amount billed on the selected invoice for each type of charge is displayed.

• AMOUNT PAID
  The amount paid is displayed.

• AMOUNT DUE
  The amount currently due. This is calculated by subtracting the amount of assessment paid from the amount of assessment due.

• DEBIT TOTAL
  This field displays to total debit of the following fields: current balance, residual value and miscellaneous charges.

• REPO INVST
  This field will display the repo investment and be calculated as part of the Recovery Costs of the account.

• STORAGE
  This field will display the total amount for storage and will be calculated as part of the Recovery Cost of the account.

• REPAIRS
  This field will display the total amount of repair costs and will be calculated as part of the Recovery Cost of the account.

• APP RECON
  This field will display the total for app. recon and will be calculated as part of the Remarketing Costs of the account.

• INCENTIVE
  This field will display the incentive cost and will be calculated as part of the Remarketing Costs of the account.

• TRANSPORTATION
  This field will display the total transportation costs and will be calculated as part of the Remarketing Cost of the account.

• SALES FEE
  This field will display the total sales fee and will be calculated as part of the Remarketing Costs of the account.

• DMV/TITLE
  This field will display the cost of the DMV/Title for the vehicle and will be calculated as part of the Remarketing Cost of account.

• REPAIRS/LABOR
  This field will display the cost of repairs/labor of the vehicle and will be calculated as part of the Remarketing cost of the account.

• STORAGE
  This field will display the storage fees of the vehicle and will be calculated as part of the Remarketing Costs of the account.

• UNEARNED FIN CHARGES
  This field will display the total unearned finance charges of the vehicle and will be calculated as part of the Credit Total of the account.

  IBL = Suspended Income

FIN = Unearned Income + Suspended Income

• SECURITY DEPOSIT BALANCE
  This field will display the total security deposit balance of the vehicle and will be calculated as part of the Credit Total of the account.

• AH INSURANCE REBATE 1
  This field displays the AH Insurance Rebate 1 and will be calculated as part of the Credit Total of the account.

• AH INSURANCE REBATE 2
  This field displays the AH Insurance Rebate 2 and will be calculated as part of the Credit Total of the account.

• CL INSURANCE REBATE 1
  This field displays the CL Insurance Rebate 1 and will be calculated as part of the Credit Total of the account.

• CL INSURANCE REBATE 2
  This field displays the CL Insurance Rebate 2 and will be calculated as part of the Credit Total of the account.

• WARRANTY REBATE
  This field displays the Warranty Rebate and will be calculated as part of the Credit Total of the account.

• OTHER CREDITS
  This field displays any other credits that may exist on the account and will be calculated as part of the Credit Totals of the account.

• GROSS PROCEEDS
  This field will display any gross proceeds and will be calculated as part of the Credit Total of the account.

• CREDIT TOTAL
  This field will display the grand total of all credits that exist for the account.

• DEBIT TOTAL
  This field displays the total debit amount which includes: currant balance, residual value, miscellaneous charges and will be calculated as part of the deficiency total.

• CREDIT TOTAL
  This field will display the credit total which include unearned finance charges, security deposit, rebates, and gross proceeds and will be calculated as part of the deficiency balance.

• PPT ESCROW
  This field displays the PPT Escrow (total escrow disbursed - escrow received) and will be calculated as part of the deficiency total.

• LOSS BALANCE
  This field displays the loss balance (debit total - credit total + PPT Adj) and will be calculated as part of the deficiency total.

• DEDUCTIBLE DUE
  Enter the deductible due. This field will be calculated as part of the deficiency total.

• PRE GAP PAYMENTS DUE
  Enter the Pre Gap payment due if any. This field will be calculated as part of the deficiency total.

• GAP WAIVER
  This field displays the Gap Waiver if any and will be calculated as part of the deficiency total.

• DEFIECIENCY BALANCE
  This field displays the total deficiency balance of the account (loss balance - Gap Waiver).

• OBLIGATORS LIABILITY
  Enter the obligators liability for this account. Use the Help menu for a list of valid codes.

• WRITE OFF REASON
  Enter the write off reason for this account. Use the Help menu for a list of valid codes defined in Custom Code [U0722].

• EFFECTIVE DATE
  Enter the effective date for the account. The effective date must be on or before the accrued to date.

• BANK CODE
  Enter the bank code that will be used for this account. Use the Help menu for a list of valid codes defined in Custom Codes [U0722].

• USER ID
  This field displays the initials of the user entering the account status for the account.

Lease Summary

• Outstanding Invoices
• Invoice Detail
• Notebook

The Recovery update allows access to the Lease Summary screen. This screen displays all pertinent lease/account information.

This screen appears when the Vehicle Finance module is purchased along with the Collections Tracking module [U1101] and/or the Customer Service Tracking module [U1601], and the Custom General [U0712] field, ALTERNATE COLL TRACK SCREENS, is set to Y.

If the current user has SUPERVISOR PERMISSIONS security privileges set in the Recovery User Profile, the collector will be able to access and update certain fields.

When the F5 "hot key" is selected, this screen is displayed when the modules and the switch are set accordingly.

• LEASE NUMBER
  Enter the lease number. All lease information is displayed

• AGENCY CODE
  All current agency codes tied to the lease will be displayed. This field will default the agency type code: Collection (C), Legal (L), and Repo (R) followed by the four character Agency Code value assigned in the Custom Code [U0722] update.

• CREDIT QUALITY
  The credit quality status for the lease is displayed.

• PORTFOLIO
  The portfolio to which the lease belongs is displayed

• MULTI ACCT
  The total number of active leases that are tied to the lessee is displayed

• COLLECTOR
  The collector that is assigned to the lease will be displayed.

• CUSTOMER
  If the lease is tied to a customer, the name and address information is displayed.

• SSN
  If the social security number of the customer was entered, it is displayed.

• AGE
  If the age information of the customer was entered, it is displayed.

• VEHICLE
  All vehicle information entered at when the lease was booked is displayed.

• YEAR
  The vehicle year is displayed.

• MODEL
  The model name of the vehicle is displayed.

• MAKE
  The make of the vehicle is displayed.

• TITLE STATUS
  The TITLE STATUS of the lease is displayed and may be updated.

• INSURANCE
  The insurance coverage type of the lease is display and may be updated.

• ACCT TYPE
  The account type of the lease is displayed.

• GUARANTOR
  Displays Y or N N if there is a guarantor tied to the lease.

• RECOURSE
  The recourse type is displayed.

• TRANS. EQTY
  Displays Y or N if there is a transfer of equity.

• DEFERRALS
  Displays the total number of payment reschedules the lease/loan has incurred.

• LOCKBOX
  Displays REMIT if the lessee is not set up with lockbox information.

• ACH
  Displays Y or N if ACH is used.

• EXTENSIONS
  Displays the total number of payment extensions the lease/loan has incurred

• MONTHS EXT
  The total number of months the lease has been extended is displayed.

• EXT/DEF ELIG
  Displays Y or N for payment extension eligibility.

• REWRITES
  Displays the total number of times a payment reschedule has been made to a lease.

• PPT
  Displays Personal Property Tax information for the lease.

• SALES TAX
  Displays the sales tax code of the lease

• CO-LESSEE NAME
  If a co-lessee is tied to the lease, the name and address information is displayed.

• SSN
  If the social security number of the co-lessee is entered, it is displayed.

• AGE
  If the age of the co-lessee is entered, it is displayed

• RISK BAND
  Displays the risk band information.

• NSF
  Displays NSF information.

• WARRANTY
  Displays Y or N if based on warranty information for the lease.

• OPT. INS
  Displays the optional insurance information.

• TOT AMT DUE
  Displays the total sum of the Miscellaneous Charge information, Late Charge and Past Due information.

Outstanding Invoices

This screen is displayed when the Outstanding Invoice button is selected for the given lease.

• DUE DATE
  The invoice payment due date is displayed.

• PMT AMT
  The invoice payment amount is displayed. This amount includes interest.

• LATE CHARGES
  Displays the total amount of late charges assessed for the invoice.

• ASSMT AMT
  The total assessment amount billed for this invoice is displayed.

• TOTAL BILLED
  The total amount billed for the invoice is displayed.

• NET DUE
  The net due for the invoice is calculated by subtracting the total amount paid from the total amount billed.

• MISC CHRGS
  Displays the total amount of assessments unpaid, minus the late charges and all sales tax.

Invoice Detail

The following screen will be displayed when the Invoice Detail button is selected.

This screen shows detail for the selected invoice. Only the first 100 outstanding invoices will be available for viewing. The invoice number and due date appear in the top of the window.

• INVOICE NUMBER
  The invoice number is displayed.

• DUE DATE
  The invoice payment due date is displayed.

• PRINCIPAL AMOUNT BILLED
  The amount of principal billed is displayed.

• PRINCIPAL AMOUNT PAID
  The amount of principal paid is displayed.

• PRINCIPAL AMOUNT DUE
  The amount of principal currently due. This is calculated by subtracting the amount of principal paid from the amount of principal due.

• INTEREST AMOUNT BILLED
  The amount of interest billed is displayed.

• INTEREST AMOUNT PAID
  The amount of interest paid is displayed.

• INTEREST AMOUNT DUE
  The amount of interest currently due. This is calculated by subtracting the amount of interest paid from the amount of interest due.

• ASSESSMENT AMOUNT BILLED
  The assessment amount billed is displayed.

• ASSESSMENT AMOUNT PAID
  The assessment amount paid is displayed.

• ASSESSMENT AMOUNT DUE
  The amount of assessment currently due. This is calculated by subtracting the amount of assessment paid from the amount of assessment due.

• ASSESSMENT
  The type of charge billed (e.g., principal, interest, sales tax, etc.) appears in this column.

• AMOUNT BILLED
  The amount billed on the selected invoice for each type of charge is displayed.

• AMOUNT PAID
  The amount paid is displayed.

• AMOUNT DUE
  The amount currently due. This is calculated by subtracting the amount of assessment paid from the amount of assessment due.

• LATE CHRGS
  Displays the total number of late charges accumulated but unpaid for the given lease.

• PAST DUE
  Displays the sum of all open receivable records.

• PMT AMT
  Displays the total payment amount due.
  
  If the most current invoice is due today or in the future, this field will display the total amount billed + the total tax billed + tax on assessments.
  
  If it is not the most current invoice, the next payment in the payment schedule + estimated taxes are displayed.

  Note: LP/UX does not recognize tax on payments and tax on assessments as separate taxes. In order for a single tax bucket to identify the tax on a payment separately from the tax on assessments, the sales tax on assessments switch must be turned off. This will allow LP/UX to recognize the single tax bucket as the tax on the payment.

• CURRENT BAL
  Displays the current balance of the account.

  IBL’s and OPER leases will be calculated as follows:

  billed amount + sum of remaining scheduled items - suspense + anti-suspense reversal

  FIN leases will be calculated as follows:

  billed amount + contract receivable - suspense + anti-suspense reversal

• LAST PMT AMT
  Displays the last payment amount made.

• OPEN PMTS
  Displays the total number of unpaid account receivable records.

• PREV REPO
  Displays Previous Repossession information.

• DAYS DELQ
  Displays the total number of days delinquent.

• BILLING CODE
  Displays the billing method used. Valid entries are:

  I The individual invoice format is used if the lease is the only one billed on the invoice. The group invoice format is used if the lease is billed with other leases for the same lessee which are due on the same payment due day.

  C Coupon books are used. Leases with this code do not have individual or group invoices produced by the system. The actual coupon books must be created outside of LeasePak.

  F The group invoice format is used. This feature standardizes the billing format for individual and group invoices to the group invoice format. This means an invoice is produced according to the group format even if this lease is not actually part of a group billing.

N Leases with this code do not have invoices produced by the system. Billing, if any, is outside of LeasePak.

• TERM
  Displays the current term of the lease, based on the current payment schedule.

• # REM PMT
  Displays the number of remaining payments for the lease.

• # PMT PAID
  Displays the total number of payments have been made.

• NEXT PMT DUE
  Displays the oldest due date that does not meet the DELINQUENCY PERCENTAGE. If all outstanding invoices meet the delinquency percent entered, then the next scheduled payment date will be displayed.

• NEXT PMT AMT
  Displays the sum of the PMT AMT field + the Adjustment to Next field.

• FINAL PMT DATE
  Displays the final payment date.

• 1ST PMT DUE DATE
  Displays the first payment date, the oldest invoice of the lease.

• CONTRACT DATE
  Displays the commencement date of the lease.

• APR%
  Displays the contract rate of the lease.

• LAST PMT DATE
  Display the last payment date that was paid.

• CREDIT HISTORY
  Displays the Credit History information.

• TREND
  Displays the number of times the lease has become delinquent for the specified delinquency category.

• BKRT STAT
  Displays the bankruptcy status.

• STRAT GRP
  Displays the strategy group for the lease.

• ACCT SCOR
  Displays the account scoring for the lease.

• OBL LIAB
  Displays the obligators liable for the lease.

• ADJ TO NEXT
  Displays the sum of all Partially paid A/R records (principal, interest and sales tax) due today or in the past, minus all credit memos.

• ACCT STATUS
  Displays the account status of the lease. This field may be updated.

• COLLECTION STATUS
  Displays the collection status of the lessee based on the Custom Codes [U0722] entered and/or the Collection Status Defaults [U1151]. This field may be updated.

  Note: If a collection status default has been defined in the Collection Status Default [U1151] update for the selected collection status; an edit check is performed to ensure this status may be changed by a valid user and is in a valid portfolio.

• CUST WORK
  Displays the Customer’s work phone and the phone type. The checkbox allows the user to know what phone number was last used.

• CUST HOME
  Displays the Customer’s home phone and phone type. The checkbox allows the user to know what phone number was last used.

• CO-LES WORK
  Displays the Co-lessee’s work phone and phone type. The checkbox allows the user to know what phone number was last used.

• CO-LES HOME
  Displays the Co-lessee’s home phone and phone type. The checkbox allows the user to know what phone number was last used.

• LETTER TYPE
  Allows user to select a letter type for collections. Use the Help menu for a list of valid codes that are user defined in the Custom Edit Check Codes update [U0726].

• DATE
  Enter the date of the letter type entered.

• AMOUNT
  Enter the amount for the letter that was entered.

• PREVIOUS LETTERS SENT
  Displays the five most recent letters sent.

• ACCOUNT NOTE
  Displays the account note entered in the application and/or lease notebook. This field may be updated.

Notebook

The new Notebook screen will be activated by the Alternate Lease Summary screen and will automatically be displayed on the lower portion of the account screen. Two new fields, Account Access and Collection status, are added to the new existing Notebook screen. There are no limits nor formatting restrictions on the note, however, only user’s with the highest security level as defined in the Security update [U0706] can edit or delete notes.

Note: From the Security update [U0706], the following levels can be designated for user security.

• 0 User has no access to PRIVATE notes.
• 1 User has read only access to PRIVATE notes.
• 2 User has read and create access to PRIVATE notes. The PRIVATE switch in NOTEBOOK is not set.
• 3 User has read and create access to PRIVATE notes. The PRIVATE switch in NOTEBOOK is set to default PRIVATE.
• 4 User has complete read, create, and edit PRIVATE notes.

Field Descriptions

• ENTERED
  The date the note was created is displayed and may not be changed. When adding a note, the ENTERED field is populated with the current date.

• FOLLOW-UP DATE and TIME
  When adding a new note, follow-up date and time will default with the current date and time. If modifying a note, change the follow-up date in the MM/DD/ YY format. The follow-Up time will default to 12 a.m. if no other time has been entered.

• DAYS
  As an alternative to entering a date, enter the number of days on which a defaulted follow-up date will be calculated. The calculation is done by adding the number to the current date, excluding holidays and weekends. The result of the calculation is defaulted to the follow-up date field.

• TYPE
  Default note type, if set up through the Security Update [U0706], is displayed and can be changed by entering the code for the type of note desired. Modifying the note type of an existing unprocessed note is allowed.
  
  Note type codes may be established through the Custom Code update [U722]. This code may be used to describe the type of people interested in viewing the note. For example, the notes for sales may have a code of ASAL, indicating an application type note for sales. The Notebook Report [R0922] can be selected to print the notes with a type code of ASAL. Press HELP for a list of valid note types.

• FROM
  The initials of the user who created the note are displayed.

• TO
  Enter the initials of the user to follow-up on the note. When adding a new note, this field is defaulted with the initials of the user entering the note and may be changed, if desired. This field is required.

• ACCOUNT ACCESS TYPE
  Enter "P" for automatic access, if the lease exists in the current, open Work Schedule (Collection or Customer Service). Enter "M" for Maintenance access. This field can be modified.

• COLLECTION
  This field displays the status of the account and cannot be modified.

• TITLE
  Enter, or change, if desired, the title of the note. The title of the note appears in the TITLE field on the work schedule screen and in the COMMENTS field on the Notebook Report [R0922].

• NOTE
  The first line of the note will default entry date and time, user name, and collection status. The cursor will default to the end of the field.

Note: In order to view this screen in its entirety, the PC must be able to run a desktop resolution of 1024 by 768 or higher.

Legal/Agency Status

This update allows the user to track the collection activity of the vehicle and track the terms of time that was assigned, as well as any dollar amounts collected.

All collections agencies will be reassigned to the supervisors queue based on defaults defined in the Agency [U0729] table (RAG).

This screen is used to track the accounts progress and reassignment of agency, as well as reassigning an account to a new collection agency or supervisor.

Field Descriptions

• ACCOUNT NUMBER
  The account number of the lease is displayed. The account number that is displayed is the current account number from the work schedule.

• NAME
  The lessees name is displayed.

• BANKRUPTCY STATUS
  Enter the bankruptcy status code for the account. Use the Help menu for a list of valid codes. These codes may be established through the Custom Code [U0722] update.

• COLLECTION STATUS
  The collection status of the account is displayed.

• RE-ASSIGNMENT AGENCY
  Select the agency that is to be re-assigned to the account. Use the Help menu for a list of valid collection and legal agencies.

  Note: A collection agency can only be added if the Bankruptcy Status field is blank.

• NAME
  The name of the selected agency is displayed.

• CONTACT
  The name of the contact of the selected agency is displayed.

• ASSIGNMENT DATE
  The assignment defaults to the current date once the agency has been selected.

• LAST PAYMENT DATE
  The date the last payment was made is displayed.

• REASSIGNMENT DATE
  The reassignment date is displayed. If no payment has been made to the account since the assignment date, then the reassignment date will be equal to the date assigned. If payment has been made then the reassignment date will be equal to the payment date.

• PHONE
  The phone number of the assigned agency is displayed.

• AMOUNT
  The amount paid is displayed.

• CURRENT AGENCY
  This field will display the current agency information. The current agency will remain until a supervisor overrides the assignment.

• NAME
  The current agency name is displayed.

• CONTACT
  The contact person of the agency is displayed.

• DATE ASSIGNED
  The date the agency was assigned to this account is displayed.

• DATE LAST PAYMENT
  The date of the last payment made to the account is displayed.

• REASSIGN DATE
  The date the account was reassigned to the agency is displayed.

• PHONE
  The agency’s phone number is displayed.

• AMOUNT
  The amount paid is displayed.

• ASSIGNMENT HISTORY
  The accounts agency assignment history is displayed. The account history will display newer assignment dates before older assignments.

Repo Account Status

This option allows the user to enter data related to the auction of the vehicle. This update may be accessed after the car has been repossessed.

This screen is used to enter data based on the auction of the vehicle.

Field Descriptions

• CUSTOMER NAME
  The customer name is displayed.

• ADDRESS
  The customers address is displayed.

• CITY
  The city is displayed.

• STATE
  The state is displayed.

• ZIP
  The zip code is displayed

• ACCOUNT NUMBER
  The customers account number is displayed.

• VIN
  The VIN number is defaulted and can be modified.

• YEAR
  The year of the vehicle is displayed.

• MAKE
  The vehicle make is displayed.

• MODEL
  The vehicle model is displayed.

• QUEUE
  The assigned queue of the account is displayed.

• ACCOUNT TYPE
  The account type of the lease is displayed.

• STORAGE NAME
  The storage location of the vehicle is displayed.

• ADDRESS
  The address of the storage location of the vehicle is displayed.

• CITY
  The city of the storage location is displayed.

• STATE
  The state of the storage location is displayed.

• ZIP
  The zip code of the storage location is displayed.

• CONTACT
  The name of the contact person at the storage location is displayed.

• PHONE
  The phone number of the storage location is displayed.

• ABLE TO REDEEM
  Select this switch if able to redeem.

• REPO DATE
  Enter or change the repo date of the vehicle. This date may not be in the future.

• HOLD P/U UNTIL REDEMPTION
  Select this switch if the account should be held until redemption.

• AVAILABLE FOR SALE
  Enter the available for sale date of the vehicle. This date may not be more than 6 days in the future and must be a valid business date as defined in Holiday Assignment [U0720].

• RELEASE FOR SALE
  Select this switch for the vehicle to be released for sale. If the release for sale switch is set to Y, then this field is input required.

• RELEASE FOR SALE DATE
  Enter or change the release for sale date of the vehicle.

• LIEN CLAIM FILED
  Select this switch if a lien claim has been filed.

• MILEAGE
  Enter or change the mileage of the vehicle.

• AUTO MAIL
  Select this switch for a letter to be automatically mailed.

• ACTIVITY STATUS
  Enter or change the activity status of the vehicle (ANOR, NREP, NCRP, NCVL NVOL are valid codes).

• EFFECTIVE DATE
  Enter or change the effective date.

• SPECIAL HANDLING (W/S)
  Enter W for Wrecked vehicle or S for special handling instructions.

• INSTRUCTIONS
  Enter any special instructions for the vehicle.

• RECOVERED FROM ADDRESS
  Enter the recovered from address of the vehicle.

• CITY
  Enter the city of the recovered from address.

• STATE
  Enter the state of the recovered from address.

• ZIP
  Enter the zip code of the recovered from address.

• BLANK
  This button allows the user to blank out the entire screen.

Repo Assignment

This options allows the user to assign a vehicle for repossession based on agency. This update will initiate the repossession of the vehicle after the collection supervisor has approved the request to move the account to repo. At this time the recovery clerk will assign or reassign a repossession agency to the repossess the vehicle.

If a payment has been made after the collection supervisor approved the Repo Request, a message box will appear with the following message: On MMDDYY a payment was made for $xxxx.xx.

This screen allows the recovery to assign a repo agency to repossess the vehicle.

Field Descriptions

• ACCOUNT NUMBER
  The account number is displayed. If the user is in the Recovery schedule, the current account number will be displayed. This number may be changed to view another account.

• CUSTOMER NAME
  This field will display the lessee name of the current lease.

• MAKE/MODEL
  This field will display the make and model of the vehicle that is to be repossessed.

• ACCOUNT STATUS
  This field displays the account status of the lease/account.

• QUEUE
  This field displays the assigned recovery queue of the account.

• ACCOUNT TYPE
  This field displays the account type.

• REPO LOCATION NAME
  This field displays the lessee name. This field may be modified.

• ADDRESS
  This field displays the address information for the account. This field may be modified.

• CITY
  This field displays the city. This field may be modified.

• STATE
  This field displays the state. This field may be modified.

• ZIP
  This field displays the zip code. This field may be modified.

• CONTACT
  This field displays the contact name on the account. This field may be modified.

• PHONE
  This field displays the phone number. This field may be modified.

• ALTERNATE REPO LOCATION NAME
  This field displays the alternate repo location name, if any. This field may be modified.

• ADDRESS
  This field displays the alternate repo address, if any. This field may be modified.

• CITY
  This field displays the city of the alternate repo location. This field may be modified.

• STATE
  This field displays the state of the alternate repo location, if any. This field may be modified.

• ZIP
  This file displays the zip code of the alternate repo location, if any. This field may be modified.

• CONTACT
  This field displays the contact name of the alternate repo location, if any. This field may be modified.

• PHONE
  This field displays the phone number of the alternate repo location, if any. This field may be modified.

• REPO INFORMATION SPECIAL INSTRUCTIONS
  This field displays any special instruction or information pertaining to the account. This information defaults from the Repo Request option of the Collection Tracking module [U1101]. This information may be modified.

• REPO REASON
  This field displays the reason for repossession, use the Help menu for a list of valid codes.
  
  If the Repo Reason is anything other than Voluntary Surrender, then the following edit check is enforced: A mandatory default notice must have been sent and have expired. There are two types of default notices (letters) with letter code = DN or C3.
  
  If a C3 notice was sent, it always expires after 10 days. If a DN notice was sent, the expiration depends on the state. The State table update [U0713] allows the user to customize the expiration tim in the field: Letter Expiration Days.

• REPO INSTRUCTIONS
  This field displays the repo instructions, use the Help menu for a list of valid codes.

• REFERRED BY
  The name of the collection clerk who referred the account to repo is displayed.

• APPROVED BY
  The name of the supervisor who approved the account for repo is displayed.

• ESTIMATED LOSS PAYOFF
  This Payoff button allows LeasePak to search for a Payoff Quote [U0213] When this button is selected, and a Payoff Quote exists, the amount will default. If no Payoff Quote exists, a message box with the following message will appear: No valid Payoff Quote available.

• AVERAGE RECOVERY EXPENSE
  Enter or change the average recovery expense for the vehicle.

• AVERAGE WHSL VALUE
  Enter or change the average wholesale value for the vehicle.

• ESTIMATED LOSS
  This field will display the total estimated loss.

Payoff Amount + Avg. Recovery Expense - Avg. WHSL = Estimated Value

• LIEN HOLDER CLAIM STATUS
  Enter or change the lien holders claim status. Use the Help menu for a list of valid codes. To enter a lien status refer to the Custom Code [U0722]

• TOTAL DAYS PENDING REPO
  The total number of days pending repossession if the account has been in Collection Status 72, is displayed.

• AGENCY ASSIGNMENT
  If an agency is assigned to repossess the vehicle, the agency name, date it was assigned, number of days assigned, and total number of days to repossess are displayed. If no agency has been assigned this table is blank.

• ASSIGN NEW AGENCY
  This field allows the clerk to assign or change the assignment of an agency. Use the Help menu for a list of valid agencies.

• OVERRIDE NUMBER OF DAYS
  Enter or change the number of days the agency has to repossess the vehicle. This field is based on supervisor access.

• ASSIGN AGENCY
  Select or deselect this field to assign the agency selected.

• NAME
  The name of the clerk who has assigned or reassigned the agency is displayed.

Vehicle

This option provides the vehicle information pertaining to the account. This update may be accessed from the Recovery Tracking menu option or the LeasePak menu option.

This screen displays the all vehicle information needed for recovery.

Field Descriptions

• ACCOUNT NUMBER
  The account number is displayed. The current work schedule account will default. If the account number is different then the current recovery work schedule, a different account number may be entered and the retrieve button may be selected. The new account information is displayed.

• CUSTOMER NAME
  The customer name is displayed.

• COLLATERAL SUBSTITUTION
  This field will automatically be checked off if all collateral substitutions have taken place. LeasePak will refer to the Asset (REQ) table to verify all three fields have been populated.

• SUBSTITUTION MILAGE
  When the collateral substitution is complete, mileage will default or may be entered.

• SUSBSTITUTION DATE
  When the collateral substitution is complete, the substitution date will default or may be entered.

• EXTENDED WARRANTY MILES
  This field will display the warranty miles from the Asset (REQ) table.

• EXTENDED WARRANTY MONTHS
  This field will display the warranty months from the Asset (REQ) table

• YEAR
  The vehicle year is displayed. This field may be modified.

• MAKE
  The make of the vehicle is displayed. This field may be modified. Use the Help menu for a list of valid makes.

• MODEL
  The model of the vehicle is displayed. This field may be modified. Use the Help menu for a list of valid models.

• VIN
  The vehicle identification number is displayed. This field may be modified with a valid VIN.

• COLOR
  The color of the vehicle is displayed. This field may be modified.

• KEY CODE
  The key code of the vehicle is displayed. This field may be modified.

• LICENSE PLATE
  The license plate number of the vehicle is displayed. This field may be modified.

• STATE
  The state of the vehicle is displayed. This field may be modified. Use the Help menu for a list of valid states.

• DEALER CODE
  The dealer code for this asset is displayed.

• DEALER NAME
  The dealer name is displayed.

• DEALER ADDRESS
  The dealer address is displayed.

• CITY
  The city is displayed.

• STATE
  The state is displayed.

• ZIP
  The zip code is displayed.

• PHONE
  The dealers phone number is displayed.

• SUBSTITIUTION DEALER CODE
  This field is displayed when the collateral substitution is complete. Enter the substitution dealer code and information below.

• NAME
  The substitution dealer name is displayed.

• ADDRESS
  The address is displayed.

• CITY
  The city is displayed.

• STATE
  The state is displayed.

• ZIP
  The zip code is displayed.

• PHONE
  The phone number is displayed.

• INSURANCE COMPANY
  The insurance company under which the vehicle is insured is displayed, if any. This field may be modified, use the Help menu for a list of valid insurance companies.

• AGENT
  The insurance agent is displayed. This field may be modified.

• ADDRESS
  The address is displayed. This field may be modified.

• CITY
  The city is displayed. This field may be modified.

• STATE
  The state is displayed. This field may be modified.

• ZIP
  The zip code is displayed. This field may be modified.

• POLICY NUMBER
  The insurance policy number is displayed. This field may be modified.

• PHONE
  The phone number is displayed. This field may be modified.

• EXTENSION
  The extension if any is displayed and may be modified.

• EXPIRATION DATE
  The policy expiration date is displayed. This field may be modified.

• INSURANCE COVERAGE
  The insurance coverage type is displayed.

  Note: When more than one policy exists, the Previous button will allow the user to view any previous insurance information, as well as the Next button to view all insurance information. Only updating is allowed.

Work Schedule

This option provides a work schedule or list of the lease/ accounts scheduled to be processed in one session. The size and content of the work schedule may be determined by the user, using selection criteria described on the following pages.If the user chooses to log out of LeasePak before all assets are processed, the work schedule may be saved and then later restored when the user returns to the Collateral module.

From the work schedule, the user may select one or more leases to be processed during a session. When an individual lease is selected, it becomes the "current" lease. Information for this lease is then displayed at the top of the Recovery Main Menu screen. From this menu, various operations and functions may be selected and performed on this lease, without having to re- enter the asset number.

Once the current lease has been processed, the user may proceed to the next lease on the work schedule, or return to the work schedule screen to view and/or select more assets.

This screen is used to enter the selection criteria to create the work schedule.

Field Descriptions

• QUEUE
  Select a queue code to create a work schedule containing only those accounts associated with the queue selected. Use the Help menu for a list of valid queues. This field allows access when ACCOUNT ASSIGNMENT TO in the Collection Module Customizations option [U1121] is set to QUEUES.
  
  The follow-up date is always defaulted with today’s date.

• TEAM CODE
  Select a team code to create a work schedule containing only those accounts associated with the members of one team. A blank team code implies selecting lessees without regard for team code. Use Help for a list of valid team codes. When selecting team code, the queue field must be set to ALL.

• FOLLOW-UP DATE
  Enter a date to create a work schedule containing only those accounts with unprocessed notes with follow-up dates on or before the date entered. The initial default is the current date.
  
  If a future date is desired, enter the date in MM/DD/YY format. Entering a date in the past is not permitted. A blank date selects lessees without regard for follow-up date.

• COLLECTION STATUS
  Enter the accounts collection status to create a work schedule containing only those accounts with unprocessed notes with the collection status entered. Use the Help menu for a list of valid status codes.

• ASSIGNED AGENCY
  Enter the accounts assigned agency to create a work schedule containing only those accounts with unprocessed notes with the agency entered. Use the Help menu for a list of valid agencies.

• LEASE
  The lease number is displayed.

• STATUS
  The collection status of the lease is displayed.

• SHORT NAME
  The lessee’s short name is displayed. Note that the field may be truncated due to space limitations.

• FOLLOW-UP DATE/TIME
  If there are unprocessed notes for the lessee, the scheduled date and/or time for the follow-up action is displayed. If there are more than one unprocessed note, only the oldest follow-up date appears.

• PR
  The priority of the unprocessed note is displayed. Priorities range from 1 to 4, with priority 1 appearing before priority 2, etc.
  
  A lessee without active notes has a priority of 4.
  
  The priority is assigned when the note is recorded for the lessee.

• NOTE
  The title of the unprocessed note is displayed. This field is blank for lessees that don’t have any unprocessed notes.

Recovery Tracking Setup

The two setup updates can be accessed either from the LeasePak Tracking Setup menu, Recovery Setup option or by entering the updates' respective menu numbers into Fast Menu <F2>.

Module Customizations[U1721MO]

The Recovery Module Customizations update [U1421] is used to add, change, or delete operational parameters for the Recovery tracking module.

These parameters affect the entire database (i.e., one set of parameters for all portfolios). Therefore, Recovery tracking parameters should be established during the LeasePak installation process.

This screen allows the user to customize the Recovery module based on various parameters.

Field Descriptions

• NOTE TYPE
  Select the default Note Type for the recovery module. Additional Note Types may be entered in the Custom Codes [U0722] update.

• SKIP RECOVERY MODULE DURING END OF PERIOD
  Click on this switch for End of Period to skip the Recovery module when End of Period is run. When this switch is selected the Recovery Tracking Reassignment module [U0447] will not run even when the End of Period process is selected in the End of Period Customizations of the Portfolio [U0212] update.

• MINIMUM PAYMENT AMOUNT
  Enter the total minimum payment amount. This amount will be used to determine if an account should be automatically reassigned to a new outside collection agency. If the payment amount is greater or equal to the amount specified, then the payment will defer reassignment. If the payment amount is less than the amount it will not be considered as a payment and reassignment will take place as scheduled.

User Profile [U1731]

The Recovery User Profile update [U1731] is part of the Recovery Tracking module, a separately purchased module of LeasePak UX. The update is used to add, change, or delete Recovery tracking users.

Each user of the Recovery Tracking work schedule [U1601] must be established through this user profile. Before a Recovery user is established, a LeasePak account and a security record must exist for that user. The system administrator should set up the LeasePak account; the operations supervisor should establish the security record through the Security update [U0706].

Several of the parameters established for the user through this function dictates the way in which LeasePak restricts the user within the Recovery module. For example, whether a user may have access to all accounts in the Recovery module, regardless of the clerks to which they are assigned, is controlled through this update. These restrictions allow the supervisor to establish each user’s function and limitations within the module.

This update also establishes parameters for how an individual user should progress through the Recovery module. For example, the work schedule sort order entered through this update establishes the order in which the user will see accounts that need to be processed.

The Recovery User Profile [U1731] allows entry for criteria associated with the recovery user which determine if an account was assigned to that user. This criteria are used by End of Period [U0401] when assigning accounts to recovery clerks.

This screen is used to add, change, or delete a Recovery User Profile. Click Add to add a new profile, or select a profile from the list and click Change or Delete.

Add New Profile

When adding a new profile, this screen appears. The user has the option to use a default profile to create the new profile.

Field Descriptions

• USERNAME
  Select the user name to be added to the Recovery module. The user name selected must be previously defined as a LeasePak user through the Security update [U0706]. Use the Help arrow to view a list of valid users.

• DEFAULT USERNAME
  If a default user name is selected, its recovery profile values will be used as defaults for the user being added. Leave blank if default values are not desired. Click on the Help arrow to view a list of existing recovery usernames.

Add/Change Profile

This screen is used to input or modify profile information.

Field Descriptions

• NAME
  The name of the user being added is displayed.

• INITIALS
  The initials of the user being added is displayed.

• SORT ORDER
  The Recovery update [U1701] provides a work schedule of the accounts to be processed in one session. The following fields are used to specify the order in which the accounts should appear on the recovery clerk’s work schedule. Move the fields up or down by clicking on arrows until the order on the screen matches the desired priority for the collector.
  
  STATUS Refer to Lessee Summary in the Collection update [U1101] for information on collection status. Status is sorted alphabetically.
  
  
  • SHORT NAME This field is sorted alphabetically.
    
    
  • LESSEE NUMBER
    
    
  • FOLLOW-UP DATE Follow-up dates can be sorted oldest to newest or newest to oldest. For more information refer to DISPLAY OLDER FOLLOW-UP DATES BEFORE NEWER DATES (Y/N) field description.
    
    
  • NOTE PRIORITY When notes are entered or automatically generated they’re assigned a priority code. It is sorted in ascending order with priority 1 appearing before priority 2. Refer to the Work Schedule option [WS] of the Collection update [U1101] for more information.
    
    
  • WEIGHT When the Collection WeightingTable update [U1141] ranges are entered, the Weight or priority of the delinquent lessee will be sorted in descending order in the collectors Work Schedule.
    
    
• ACCESS ALL QUEUES
  Enter X if this user should have work schedule access to all delinquent accounts, regardless of the queue assigned to the account.

• DISPLAY NEWER FOLLOW-UP DATES BEFORE OLDER DATES
  Enter X to sort follow-up dates in the work schedule by oldest follow-up dates first. Leave blank to sort by newer follow-up dates first.

• SUPERVISOR PERMISSIONS
  Select this box if this user should have supervisor privileges to access and update delinquent accounts. Leave the box blank if this privilege should not be allowed for this collector.

• BANKRUPTCY PERMISSIONS
  Select this box for all users who need to have access to Bankruptcy permissions. This switch allow the bankruptcy status to be modified or changed by the user.

• DISPLAY LEGAL TO CALL ONLY
  Select this box when the Time Zone [U0726] update has been set up for legal to call times. This switch allows the legal to call time zones to display on the collectors work schedule.
  
  Access criteria may be entered in such a way that a user may be excluded from the regular automatic assignment of accounts by the End of Period process [U0401], yet may view all accounts assigned to other users.

Delete Profile

To delete a profile, select the desired name from the list and click Delete.

The above message will appear to confirm or cancel the deletion.

© 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.