Application Tracking [U08]: Setup

This is part of the Application [U08] group. For an introduction to these updates and links to all the Application documents, refer to Application Tracking [U0801].

 

Contents

 

Introduction

Application Tracking Setup is a group of functions used to setup the Application module, a separately purchase module in LeasePak. These functions can be accessed either through the LeasePak Updates/Tracking Setup menu, Application Setup option, or by entering the the functions' respective menu numbers into Fast Menu <F2>.

Option Descriptions

Status
The Application Status update [U0811] is used to add, change, or delete application status codes. This option is available only if the Application Tracking module is purchased.

Application status codes represent the phases that an application can go through during its processing. For example, one phase is credit investigation for which an application status of INVS might be created. Applications would be transferred to this status when credit investigation begins.

Flow
The purpose of this update is to allow the supervisor to define the acceptable ways an application’s status may change throughout the Application Tracking module. Each "flow" is assigned its own Application Flow Code, which may then be associated with one or more application users. Thus management can define and restrict users’ ability to transfer an application from one status to another (e.g., from ENTRY to APPROVED may be allowed, but INVESTIGATION to ENTRY may not).

Once all application flows are defined and assigned to various users, the application process will have a logical flow from one phase to another.

Field Security
The Application Field Security update [U0814] is used to establish Field Security Codes for all application fields. Each Field Security Code defines a set of application fields that may be modified by a user given access to that security code on the Application User Profile [U0831].

The supervisor may define one or more security levels, assigning each its own Field Security Code. This code may then be assigned to multiple users. Field Security Codes may be used to restrict personnel within various job classifications from updating certain fields. For example, a Field Security Code may be set up for each job involved in the application process (e.g., Data Entry Clerk, Credit Investigator, Documentation Officer). The supervisor may then define the application fields that may be modified by each job class.

Document List
The Application Document List update [U0815] is used in conjunction with the Documentation option of Application Tracking [U0801]. The Document List update is used to add, change, or delete document lists.

A Document List is a set of documents that can be defaulted to an application when using the Documentation option to specify required documents for the application. This update allows the supervisor to create Document List Codes to represent commonly used combinations of documents. The user may create as many Document List Codes as needed and each list may contain up to 50 documents.

Rate Plan
Rate plan is an optional field on Tab 3 of the Application Tabs in the Application update [U0801]. It is used when an application is one of many submitted under a pricing agreement. Factors such as payment schedule, purchase option and number of advance payments may default based on rate plan.

Rate Plan Group
Rate plan groups are used to define a collection of rate plans. Refer to the Application Rate Plan update [U0816] for more information on rate plans. Once a group of rate plans is defined through the Application Rate Plan Group update [U0817], the rate plan group code may be assigned to vendors. Refer to the Vendor update [U0201] RATE PLAN GROUP field for more information on assigning a rate plan to a vendor.

Reason/Condition
This update is used to add, change, or delete reasons which may be entered in the Status Transfer option of the Application update [U0801]. It allows management to establish standard reasons for approval, rejection, withdrawal, etc. The Reason code appears on the Application Inquiry [R0502] and may appear on custom reports as needed.

Custom General
This option sets the Credit Limit Base parameter for the Application module.

Portfolio
The Application Portfolio update [U0822] is used to establish or change parameters which define and control functions of the Application Tracking module. Examples of parameters which may be changed are:

Multiple portfolios, each with its own parameter settings, may be specified if the Multi-portfolio module is purchased. Without this module, the user may set-up or change the parameters of a single default portfolio only. Parameters for this default portfolio (portfolio ‘1__’) are in effect for all leases in the system.

User Profile
This option is used to add, change, or delete application users. If the Application module is not used, then application users need not be maintained.

Each user of the Application update [U0801] must be established through this user profile. Before an application user is established, a LeasePak account and a security record must exist for that user. The system should set up the LeasePak account; the operations supervisor should establish the security record through the Security update [U0706].

 

Application Status [U0811]

The Application Status update [U0811] is used to add, change, or delete application status codes. This option is available only if the Application Tracking module is purchased.

Note: When this update is used, no users should be accessing the Application update [U0801], Application Flow update [U0812], Application Portfolio update [U0822], nor Application User Profile update [U0831]. It is preferable that Application Status additions and changes be done when all LeasePak users are off the system.

Application status codes represent the phases that an application can go through during its processing. For example, one phase is credit investigation for which an application status of INVS might be created. Applications would be transferred to this status when credit investigation begins.

It is important to note that application statuses do not define who may work on an application, or what type of work may be done. To define these security parameters, Field Security Codes which allow modification of specific fields must first be defined using the Application Field Security update [U0814]. These Field Security Codes may then be assigned, for each user, to each application status through the Application User Profile update [U0831]. Thus management can restrict the fields a user may modify, depending on the status of the application. Refer to these updates for more information.

Application statuses are classified into 8 categories, with the first character in the code indicating the category to which it belongs. All status codes must begin with one of these 8 characters, and there must be at least one status defined for each of the 8 categories. A maximum of 37 statuses may be defined at one time.

Application statuses parameters affect the entire database (i.e., one set of statuses for all portfolios). Therefore, application statuses should be established during LeasePak installation.

Following is a list of the 8 categories, with "***" representing the portion of the code which is user definable.

E*** ENTRY Initial application status assigned to all applications just entered into Application Tracking module.

I*** INVESTIGATION Currently under credit investigation.

A*** APPROVED The application has been approved.

B*** BOOKED The application has been booked.

W*** WITHDRAWN The applicant has withdrawn the application.

S*** SUSPENDED The application is currently suspended due to some delay (e.g., lack of documentation).

D*** DEFAULT The application is used as a default from which to clone information. This application is not to be booked nor rejected and will not appear on exception nor progress reports. Otherwise, this category is similar to the S (SUSPENDED) category.

R*** REJECTED The application has been rejected.

McCue Systems provides initial statuses which may be changed:

ENTR The application is in the entering stage.

INVS The application is being investigated.

APRV The application has been approved.

BOOK The application has been booked.

WTHD Withdrawn application.

SUSP Suspended application.

DFLT The application will serve as default for other applications.

RJCT The application has been rejected.

Suggestions for other statuses:

ICRD The application is being reviewed for approval.

IRJT The application was rejected by approval officer and has been transferred to a senior officer for review. Not until the senior officer rejects or approves the application will any notification be given to applicant or vendor.

ADOC The application has been approved and is being reviewed by the documentation department.

ACTN The application has been approved and is being reviewed by the accounting department.

ATRN The application has been approved and is being reviewed by the legal dept.

WPRE Withdrawn application prior to approval.

WAFT Withdrawn after approval.

Note that at least one status should be defined for each category.

 

This screen is used to select the Application Status [U0811] option. To add a new status code, click the Add button. To change or delete an existing code, scroll through the codes listed, select one and click the Change or Delete button.

 

Add/Change Application Status

When adding a new Application Status, this screen is used to add the new 4-character Application Status code. When adding an application status, the new status will automatically be inserted into all existing records defined through Application Portfolio update [U0822], Application Flow update [U0812] and Application User Profile update [U0831].

 

This screen is used to enter or change the application status description.

 

Delete Application Status

From the Application Status menu, clicking Delete will remove the highlighted application status.

An application status may not be deleted if it is assigned to an application through the Application update [U0801] or to a document through Document List option [U0815]. As in the Add option, deletions of application statuses will be reflected in the Application Portfolio update [U0822], Application Flow update [U0812] and Application User Profile update [U0831].

 

In addition, as shown in the above message, an application status may not be deleted if it is the only status defined for the category to which it belongs.

 

The above message appears to confirm or cancel the deletion.

In order to prevent assignment of the application status during the deletion process, all updates made through any of the options mentioned above will be disallowed until the deletion is complete.

Depending on the size of the LeasePak system, the deletion of an application status may take an extended time. Because of this, it is recommended that the delete option be used only during non-peak hours.

 

Application Flow [U0812]

The purpose of this update is to allow the supervisor to define the acceptable ways an application’s status may change throughout the Application Tracking module. Each "flow" is assigned its own Application Flow Code, which may then be associated with one or more application users. Thus management can define and restrict users’ ability to transfer an application from one status to another (e.g., from ENTRY to APPROVED may be allowed, but INVESTIGATION to ENTRY may not).

Once all application flows are defined and assigned to various users, the application process will have a logical flow from one phase to another. The following example illustrates one flow of an application from user to user:

Application Flow CodeUserStatus Change Permitted
INV1Investigator Entry -> Investigation
Investigation -> Approved
Investigation -> Withdrawn
Suspended -> Investigation
APV1Approval Officer Investigation -> Approval
Investigation -> Rejection
DOC1Documentation Officer Approval -> Booked
Approval -> Withdrawn

 

After defining application flows, the supervisor may assign an Application Flow Code to each user through the Application User Profile update [U0831].

McCue Systems also provides a set of generic Application Flow Codes that may be used actual production codes or defaults for defining new customized codes. All generic codes begin with X. The codes provided are:

Note: When additions or changes are made on this update, no users should be accessing the Application Status Update [U0811]. It is preferable that this update be done when all LeasePak users are off the system.

 

Generic Application Flows

The following tables define MSI’s generic Application Flow Codes using the 8 initial application statuses provided in the system. (Refer to [U0811] for a list of initial application statuses.)

XALL: All Statuses

  To:
  ENTRINVSAPRVBOOKWTHDSUSPDFLTRJCT
From: ENTR  
  INVS  
  APRV  
  BOOK  
  WTHD  
  SUSP  
  DFLT  
  RJCT  

 

XNON: Non Transferable

  To:
  ENTRINVSAPRVBOOKWTHDSUSPDFLTRJCT
From: ENTR  
  INVS  
  APRV  
  BOOK  
  WTHD  
  SUSP  
  DFLT  
  RJCT  

 

XSAL: Generic Salesperson

  To:
  ENTRINVSAPRVBOOKWTHDSUSPDFLTRJCT
From: ENTR  
  INVS  
  APRV  
  BOOK  
  WTHD  
  SUSP  
  DFLT  
  RJCT  

 

XINV: Generic Investigator

  To:
  ENTRINVSAPRVBOOKWTHDSUSPDFLTRJCT
From: ENTR  
  INVS  
  APRV  
  BOOK  
  WTHD  
  SUSP  
  DFLT  
  RJCT  

 

XAPV: Generic Approval Officer

  To:
  ENTRINVSAPRVBOOKWTHDSUSPDFLTRJCT
From: ENTR  
  INVS  
  APRV  
  BOOK  
  WTHD  
  SUSP  
  DFLT  
  RJCT  

 

XDOC: Generic Documentation Officer

  To:
  ENTRINVSAPRVBOOKWTHDSUSPDFLTRJCT
From: ENTR  
  INVS  
  APRV  
  BOOK  
  WTHD  
  SUSP  
  DFLT  
  RJCT  

 

Application Flow Menu

This screen is used to select the application flow option [U0812]. To add a new flow, click the Add button. To modify or delete a customized flow, scroll through the list of code descriptions and select a flow, then click the Change or Delete button.

Note: The 6 standard flows provided by MSI, shown in all caps above, may not be changed nor deleted.

 

Add/Change Application Flow

When adding a new Application Flow, this screen is used to add the 4-character Application Flow code and, if desired, a default application flow.

 

This screen is used to define the information associated with the code being added or modified.

All system and user defined application statuses display horizontally and vertically in a matrix on the screen (refer to Application Status Update [U0811] for how users define application statuses). As matrix headers, the statuses are sorted alphabetically within category, and the categories sorted in the following order: E, I, A, B, W, S, D, and R. The supervisor checks or clears the boxes in the matrix to define which statuses an application may be transferred to, given its current status.

 

Delete Application Flow

From the Application Flow menu, clicking Delete will remove the selected flow.

The above message appears to confirm or cancel the deletion.

Any code that has X as the first character may not be deleted. An Application Flow Code may not be deleted if it is currently assigned to a user.

 

Application Field Security [U0814]

The Application Field Security update [U0814] is used to establish Field Security Codes for all application fields. Each Field Security Code defines a set of application fields that may be modified by a user given access to that security code on the Application User Profile [U0831].

The supervisor may define one or more security levels, assigning each its own Field Security Code. This code may then be assigned to multiple users. Field Security Codes may be used to restrict personnel within various job classifications from updating certain fields. For example, a Field Security Code may be set up for each job involved in the application process (e.g., Data Entry Clerk, Credit Investigator, Documentation Officer). The supervisor may then define the application fields that may be modified by each job class.

Once Field Security Codes have been defined on this update, the supervisor may assign each user a Field Security Code for each application status through the Application User Profile update [U0831]. This restricts the fields a user may modify, depending on the status of the application. For example, in the investigation stage, user A may be allowed to modify all financial information. However, when the application is approved, a different security level may restrict user A’s ability to modify certain financial amounts. If a user may modify some, but not all, fields on a screen, the restricted fields are grayed out and the cursor does not move into them.

Changes to the Field Security Code update generate a text file (c:\leasepak\lpfldsec.txt) which may be accessed in the Windows Notepad or Word. This is a convenience for comparing existing Field Security Codes and for designing new ones. Data from the multiple screens that make up each code are summarized in a single text file which may easily be printed.

McCue Systems provides generic Field Security Codes that may be used as actual production codes or defaults for defining new customized codes. All generic codes begin with X:

XALL Access allowed to all fields

XNON No access allowed to any field. Assigned to users allowed only inquiries.

Field Security Codes affect all application fields within the Add Application option [AD], the Change Application option [A1-A7], and the Asset Selection option [AS] of the Application update [U0801].

 

This screen is used to select the Application Field Security option [U0814]. To add a new Field Security Code, click the Add button. To change or delete an existing code, scroll through the list of codes, highlight the one affected, and click the Change or Delete button.

Add/Change Application Field Security

When adding a new code, this screen is used to input the Field Security 4-character code and, if desired, a default field security.

 

This screen is used to enter the FIELD SECURITY DESCRIPTION and the associated application field security restrictions for the code being added or modified.

 

Delete Application Field Security

From the Application Field Security menu, clicking the Delete button will remove the selected field security.

The above message appears to confirm or cancel the deletion. A code should not be deleted if it currently exists in the Application User Profile update [U0831] for any user.

 

Bold Labels for Input Required Fields

Within the Field Security Code APR1 (APPROVED TRANSACTION), you can now designate which fields should be highlighted as required for the application.

Field Descriptions

(as different from above)

A
Click to check or uncheck the box. A checked box means the user can update the field. An unchecked box means the user does not have access to the field.
B
Click to check or uncheck the box. A checked box means that this is a required field; the field will be highlighted on the appropriate Application tab. An unchecked box means that the field is not required.

 

 

Application Document List [U0815]

The Application Document List update [U0815] is used in conjunction with the Documentation option of the Application Tracking module, a separately purchased module of LeasePak. The Document List update is used to add, change, or delete document lists. Additionally, this update works in conjunction with the Automated Lease Document Generation module, a separately purchased module.

A Document List is a set of documents that can be defaulted to an application when using the Documentation option to specify required documents for the application.

This update allows the supervisor to create Document List Codes to represent commonly used combinations of documents for each individual Portfolio. The user may create as many Document List Codes as needed and each list may contain up to 50 documents.

The following are examples of Document Lists for different types of applications:

Document List Code

Documents to be defaulted

MUNI - (municipal)

Lease Purchase Agreement

 

S&P/Moody’s Rating

 

Equipment Description

 

Schedule of Payments

 

Schedule of Purchase Option

 

Certificate of Acceptance

 

Opinion of Counsel

 

Certificate of Incumbency

 

Escrow Deposit Agreement

 

Certificate as to Arbitrage

 

Insurance Certificate

 

Vendor’s Invoice

  

VHCL - (vehicle)

Application for Lease

 

Lease Agreement

 

CBR/D&B report

 

Tax Return/Financial Statement

 

Vehicle Title

 

Dealer Purchase Order/Invoice

 

Registration Certificate

 

Report of Sale

 

Proof of Insurance

  

EQMT - (equipment)

Application for Lease

 

Lease Agreement

 

Equipment Schedule

 

D&B report

 

Financial Statement

 

Personal Guaranty/Corporate Resolution

 

Delivery & Acceptance

 

Certificate of Insurance

 

Application Document Portfolio

The document list may be created for each individual portfolio. Enter the desired portfolio number.

 

Application Document List Menu

This screen is used to select the Application Document List Update [U0815] option. To add a new list, click on the Add button. To change or delete a list, scroll through the alphabetic list of existing lists and select one, then click on Change or Delete.

 

Add/Change Document List

When adding a new Document List, this screen is used to input the 4-character Document List code and, if desired, a default document list.

 

This screen is used to enter a document list description and documents that are to be associated with the code. For each document, the supervisor can also specify when the document is required by entering an Application Status, as defined by the Application Status update [U0811]. The document will then be required when an application is changed to this status. Refer to Status Transfer of the Application update [U0801] for more information.

 

Delete Document List

From the Application Document List menu, clicking on the Delete button will remove the highlighted document list.

The above message appears to confirm or cancel the deletion.

 

Application Rate Plan [U0816]

Rate plan is an optional field on the third tab of the Application Screen 3 [A3] of the Application update [U0801]. It is used when an application is one of many submitted under a pricing agreement. Factors such as payment schedule, purchase option and number of advance payments may default based on rate plan.

The Application Rate Plan update [U0816] is used to add, change, or delete rate plans. Rate plans may be used on applications in one of 2 ways. The first is to manually enter the rate plan on the third tab of the Application update Screen 3 [A3]. The second is to assign up to 20 rate plans to a rate plan group using the Application Rate Plan Group update [U0817]. This rate plan group may then be associated with a vendor using the Vendor update [U0201].

Rate plans generate default values only when initially adding an application with New Application [AD] . Refer to Application Tab 3 for a discussion of the use of rate plans.

 

This screen is used to select the Application Rate Plan update [U0816] option desired. To add a new rate plan, click on Add. To change or delete a plan, select it from the alphabetic list of existing plans and click Change or Delete.

 

Add/Change Application Rate Plan

When adding a new rate plan, this screen is used to enter the 1 to 4-character rate plan code and, if desired, the default rate plan.

Fields for adding or changing a rate plan are arranged onto 2 tabs. The first tab is Terms/Payments.

 

The second tab is the Matrix, used to define payment factors for a grid of acquisition costs/term lengths. LeasePak will perform the necessary edit checks to verify the data entered in the application corresponds to the terms and percentages entered for the Rate Plan.

 

Delete Rate Plan

From the Application Rate Plan menu, clicking Delete will remove the highlighted rate plan.

 

The above message appears to confirm or cancel the deletion.

A rate plan may not be deleted if it is currently assigned to a rate plan group.

 

Rate Plan Group [U0817]

Rate plan groups are used to define a collection of rate plans. Refer to the Application Rate Plan update [U0816] for more information on rate plans. Once a group of rate plans is defined through the Application Rate Plan Group update [U0817], the rate plan group code may be assigned to vendors. Refer to the Vendor update [U0201] RATE PLAN GROUP field for more information on Rate Plan Groups.

 

This screen is used to select the Application Rate Plan Group update option desired. To add a group, click on the Add button. To change or delete an existing group, select it from the list, then click Change or Delete.


Add/Change Application Rate Plan Group

When adding a new Rate Plan Group, this screen is used to input the 1 to 4-character code for the group and, if desired, a default rate plan group.

 

This screen is used to add or change the rate plans associated with a rate plan group.

Enter or change the description of the group.


Delete Application Rate Plan Group

From the Application Rate Plan Group menu, clicking on the Delete button will remove the selected rate plan group.

The above message appears to confirm or cancel the deletion.

A rate plan group may not be deleted if it is currently assigned to a vendor through the Vendor update [U0201]. Refer to the Vendor update [U0201] RATE PLAN GROUP field for more information on Rate Plan Groups.

 

Reason/Condition [U0818]

This update is used to add, change, or delete reasons which may be entered in the Status Transfer option [ST]

of the Application update [U0801]. It allows management to establish standard reasons for approval, rejection, withdrawal, etc. The Reason code appears on the Application Inquiry [R0502] and may appear on custom reports as needed.

 

This screen is used to select the update option. To add a Reason code, click on the Add button. To change or delete a code, select it from the alphabetic list of existing code descriptions and click either Add or Delete.


Add or Change Reason/Condition

This screen is used to enter a new Reason/Condition code.

 

This screen is used to add or change a reason/condition. If changing, the description is displayed.


Delete Reason/Condition

From the Reason/Condition menu, clicking the Delete button will remove the Reason/Condition selected.

 

The above message appears to confirm or cancel the deletion. The description of the Reason code appears. Confirm that this code should be deleted and click Yes.

 

Application Custom General [U0821MO]

This screen is used to enter miscellaneous application module parameters.

The Custom General update consists of only this window on which the Credit Limit Base parameter is set.

When the Application Tracking module checks credit limits for a client, it may look at one of 3 amounts: gross receivable, net outstanding or gross outstanding.

Refer to the Calculations Customization option of the Portfolio update [U0212] for more information on how to establish the components used to calculate gross receivable balance, net outstanding balance, and gross outstanding balance.


Once a selection is made, use Save to make the change or Cancel to exit the update without modification.

 

Application Portfolio [U0822]

The Application Portfolio update [U0822] is used to establish or change parameters which define and control functions of the Application Tracking module. Examples of parameters which may be changed are:

Multiple portfolios, each with its own parameter settings, may be specified if the Multi-portfolio module is purchased. Without this module, the user may set-up or change the parameters of a single default portfolio only. Parameters for this default portfolio (portfolio ‘1__’) are in effect for all leases in the system.

Extreme caution should be exercised when changing parameters, both at initial set-up and subsequently. Read the detailed descriptions of the parameters in the following sections to understand fully the consequences of a change.

 

This screen appears only if the Multi-portfolio module is purchased and if the user’s access is not restricted to a specific portfolio. If the Multi-portfolio module is not purchased, the default portfolio ‘1__’ is assumed. If the user has restricted access to a specific portfolio (refer to the Security update [U0706]), the restricted portfolio is assumed.

 

The Application Portfolio updates consists of 2 tabs of information. The first is labeled Customizations.

When the Application Drawdown module is purchased, LeasePak will allow the user to enable the drawdown tracking from this screen.

The following fields work in conjunction with the Automated Lease Document Generation module and the Document List [U0815] update.

 

The second tab, End of Period Clean Up, establishes parameters for deleting old application records.

 

Application User Profile [U0831]

The Application User Profile update [U0831] is part of the Application Tracking module, a separately purchased module of LeasePak.used in conjunction with the Application update [U0801], a separately purchased module of LeasePak.

The update is used to add, change, or delete application users. If the Application module is not used, then application users need not be maintained.

Each user of the Application update [U0801] must be established through this user profile. Before an application user is established, a LeasePak account and a security record must exist for that user. The system 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 update dictate the ways in which LeasePak restricts the user within the Application update [U0801]. For example, the user may be set up with an application approval credit limit. The supervisor may establish each user’s functions, authorities and limitations.

The supervisor also establishes is the way an individual user should progress through the Application module. For example, the work schedule sort order entered through this update establishes the order in which the user will see applications that need to be processed. Each user is also assigned an application flow code which dictates the statuses to which the user may transfer an application.

 

This screen is used to select the Application User Profile update [U0831] option. To change or delete a profile for an existing application user, scroll through the list of user names, select the user to change or delete, and click on the Change or Delete button. To add a new application user, click the Add button (or hold down the Alt key and type A).

Notes: If a user’s application profile is being updated, make sure that the application user is not currently in U0801. If an application user is in U0801 while changes are made through U0831, those changes will not be effective until the next time the user re-enters U0801.

 

Add/Change Application User

When the Add option is chosen, this window appears.

Fields to add or change an application user's profile are arranged on six tabs.

 

This is the first screen used to enter a profile for a new application user or change an existing user’s profile. Note that there are 6 tabs of information to be added or changed. Each tab shows the name and initials of the user being added or changed, as they are stored for that user’s LeasePak account. The first tab is titled Work Schedule. When setting up a new user the NUMBER TO DISPLAY field cannot be coded None; it must be coded Application or Vendor.

 

The second tab in this update is labeled Misc.2. Two fields on this tab must be defined to set up a new user: APPLICATION FLOW and NEW APPLICATION STATUS. They cannot be defined 'None'.

 

The third tab of the Application User Profile is labeled Letters/Docs 3. Signature information for the user is entered here so that it is available for customized form letters; which may be generated from LeasePak. This tab may be left blank when setting up a new user, if desired.

NOTE: The Allow Delete Document and Restricted Access field options are not accessible and greyed out if the Automated Document Generation module is not purchased.

When the Automated Lease Document Generation (GenerationDX) module is purchased; the Document portion of the screen allows the following fields to be defined for access to the Document List [U0815] update. Select the desired options for the users profile.

The next tab is labeled Tolerance. It affects the user’s ability to change dollar amounts on an application within a status. This tab is limited by increasing or decreasing 6 financial fields. The fields are:

 

The Security tab lists all the choices on the Application Tracking menu. Click on the box to check it off, this gives this user security access to appropriate menu choices. If a user is not given security, that choice will not appear on the user’s menu at all.

When setting up a new user without cloning an existing profile, no boxes are checked by default ; the new user has access to no application updates until the supervisor enters X in the appropriate boxes.

Note: The Enhanced IDC/IDR security option for Applications [U801], appears when the Vehicle Finance module is purchased.

 

The final Application User Profile tab is labeled Status. In the left column of the Status Transfer Defaults grid, the description of each existing application status is listed. Application statuses are defined by the Application Status update [U0811].

This tab is used to assign a Field Security Code to each application status available. The Field Security Code for each status controls the user’s access to application fields for an application in that status (i.e., defines the application fields that can be modified). Field Security Codes are defined by the Application Field Security update [U0814]. The Field Security Code applies to all fields within the Application update [U0801]. When a new user is set up, a Field Security Code is required for each status.

When an application is transferred from one status to another, the application can be assigned to the work schedule of another user. This screen allows the supervisor to specify the initials of the user who will receive ownership of the application when it goes into each status. The DEFAULT NEXT OWNER field is optional.


Delete Application User

From the Application User Profile menu, clicking Delete removes the selected user as an Application User.

 

The above message appears to confirm or cancel the deletion. After confirming the deletion, LeasePak checks to see if there are any applications assigned to the user.

 

If applications are still assigned, the above message appears, listing the first application (by alphanumeric order) assigned to the user.

 

LeasePak cannot remove the Application User until all assigned applications have been transferred to another user. Once deleted, an Application User can be assigned no new applications.

 

LeasePak  Reference Guide

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