LeasePak Client [U02 various]

• Add a LeasePak Client
  • Client Search


• Change/Delete a LeasePak Client

 

Introduction

The LeasePak Client is a person or business entity, stored in one of a family of record types that have two things in common:

• they have related index record listings in the Client Search (RCX) table;
• with the Client Cloning module, they can all be used to default information into new LeasePak clients.

LeasePak has updates for the entry and maintenance of the following client types:

• Broker [U0219] - this type of client is established as the recipient of broker fees on an application or lease. Its relationship code in the RCX table is BRK.
  
  
• Customer [U0205] - this type of client is established as the entity receiving consolidated (fleet) invoices for one or more lessees (which may have many leases each). Its relationship code in the RCX table is CUS.
  
  
• Guarantor [U0217] - this type of client is established as the guarantor on a lease agreement. Its relationship code in the RCX table is GRT.
  
  
• Investor [U0216] - this type of client is established as an investor on a lease and may also receive a portion of the lease income or payments. Its relationship code in the RCX table is INV.
  
  
• Lender [U0220] - this type of client is established in connection with Notes Payable [U09]. Its relationship code in the RCX table is LEN.
  
  
• Lessee/Co-lessee [U0203] - this type of client is established as the lessee or co-lessee of a lease agreement. Its relationship code in the RCX table is LES.
  
  
• Vendor [U0201] - this type of client is established as the supplier of equipment (assets) and recipient of assets Accounts Payable. It may also receive a portion of the lease income or payments. Its relationship code in the RCX table is VND.

 

Add a LeasePak Client

Intially, all LeasePak clients are set up in the same way.

Note: In the following examples, the screen name "Client" will not appear in the actual updates. Instead, the appropriate client type name will appear.

 

To add a new LeasePak client, click Add from this screen.

 

This screen is used to either add an entirely new client or create a new client using information defaulted from an existing client. After making a selection, click OK or press <Enter> to proceed.

Field Descriptions

• NEW CLIENT
  Select this to add an entirely new client. If this is selected, the user will be immediately directed to the update screens for that particular client type. For more information on these updates, use one of the links below:

• Broker [U0219]
• Customer [U0205]
• Guarantor [U0217]
• Investor [U0216]
• Lender [U0220]
• Lessee/Co-lessee [U0203]
• Vendor [U0201]

NEW CLIENT COPIED FROM EXISTING CLIENT
Select this to use information defaulted from an existing client in the new client record.

 

If NEW CLIENT COPIED FROM EXISTING CLIENT is selected, the Help button becomes available.

 

Clicking on the Help button accesses the Client Search function. This screen is used to enter the search criteria. For the text fields, you may enter exact criteria values or use wildcards. The * wildcard will match 0 or more characters. The ? wildcard will match a single character in that position of the string.

Field Descriptions

• SHORT NAME
  This is the Short Name from the RCX table.

• SS/BUS ID
  This is the Social Security/Business ID number from the RCX table.

• CLIENT
  This is the Client Number from the RCX table, which corresponds to the Client Number from the respective client table.

• BUS PHONE
  This field works for the Lessee client type only. It is the Business Phone from the Lessee (RAL) table.

• ADDRESS
  This is the short-format Address from the RCX table.

• CITY
  This is the City from the RCX table.

• STATE
  This is the State from the RCX table.

• CLIENT TYPE
  This corresponds to the Client Relationship code from the RCX table. Select All to search across client types.

 

After the desired criteria has been entered, click on Retrieve to find all matching records.

 

This screen displays all records matching the entered criteria. To choose a client, highlight it on the list and click on Select.

Field Descriptions

• SHORT NAME
  The client Short Name is displayed.

• SS/BUS ID
  The client Social Security or Business ID number is displayed.

• CLIENT
  The Client Number is displayed.

• REL
  The Client Relationship code is displayed.

• D
  If the listing is for a DBA (Doing Business As) name, a letter D will appear in this field.

• ADDRESS
  The client Address is displayed.

• CITY
  The client City is displayed.

• ST
  The client State is displayed.

• BUS PHONE
  For the Lessee client type, the Business Phone number is displayed.

 

Once a client has been selected, the user is returned to this screen. The user can return to the Client Search if needed or proceed by clicking on Retrieve.

 

After clicking on Retrieve, all relationships matching the previously selected client number are displayed. After selecting the desired relationship of the chosen client, click on OK or press <Enter> to proceed.

The user will now be directed to the update screens for the particular client. For more information on these update, use one of the links below:

• Broker [U0219]
• Customer [U0205]
• Guarantor [U0217]
• Investor [U0216]
• Lender [U0220]
• Lessee/Co-lessee [U0203]
• Vendor [U0201]

 

Change/Delete a LeasePak Client

This screen, in which the Change and Delete buttons are available, appears in the following situations:

• the user knows and enters the number of the client to Change or Delete;
• the user accesses Client Search through the Help button and, after selecting a client, is returned to this screen with the Client Number defaulted into the field.

To modify client information, click on the Change button. The user will be directed to the update screens for the particular client type. For more information on these updates, use one of the links below:

• Broker [U0219]
• Customer [U0205]
• Guarantor [U0217]
• Investor [U0216]
• Lender [U0220]
• Lessee/Co-lessee [U0203]
• Vendor [U0201]

 

To remove the selected client, click on Delete.

If the client can be deleted the above message will appear to confirm or cancel the deletion. Each client type has its own restrictions on whether or not it may be deleted. Use one of the links above for more information on a particular client type.

 

LeasePak  Reference Guide

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