Expired Approvals [R0505]

The Expired Approvals report [R0505] lists applications with an Approved status which has expired. The report is used to identify applications which require follow-up. The report is accessed through the Application report menu [R05] . The report may be selected for:

• All applications
• A portfolio
• A company
• A region
• An office
• A vendor
• A salesperson
• A broker

The report is organized by one of the following:

• Portfolio, company, region, office
• Vendor
• Salesperson
• Broker

 

Expired Approvals Selection

• ALL
  Enter X to report on all applications. Leave blank to report on a specific portfolio, company, region, office, vendor, salesperson, or broker.
  
  
• PORTFOLIO
  Enter the number of the portfolio on which to report. Leave blank if reporting across portfolios. Use Help for a list of valid portfolios.
  
  
• COMPANY
  Enter the number of the company on which to report. Leave blank if reporting across companies. Use Help for a list of valid companies.
  
  
• REGION
  Enter the number of the region on which to report. Leave blank if reporting across regions. Use Help for a list of valid regions.
  
  
• OFFICE
  Enter the number of the office on which to report. Leave blank if reporting across offices. Use Help for a list of valid offices.
  
  
• VENDOR
  Enter the number of the vendor on which to report. Use Help for Client Search to select from a list of valid vendor numbers. Leave blank if reporting across vendors.
  
  
• SALESPERSON
  Enter the number of the salesperson on which to report. Use Help for a list of valid salesperson codes. Leave blank if reporting across salespeople.
  
  
• BROKER
  Enter the number of the broker on which to report. Use Help for Client Search to select from a list of valid Broker numbers. Leave blank if reporting across brokers.
  
  
• PORTFOLIO, COMPANY, REGION, OFFICE
  Enter X to organize this report by portfolio, company, region, and office.
  
  
• VENDOR
  Enter X to organize this report by vendor.
  
  
• SALESPERSON
  Enter X to organize this report by salesperson.
  
  
• BROKER
  Enter X to organize this report by broker.

 

Selected For All; Organized By Portfolio/Company/Region/Office Report

 

 

Selected For All; Organized By Salesperson Report

The Expired Approvals report [R0505] reports at the application level and provides the following information:

• APP NUMBER
  
  
• SALES INIT
  The initials of the salesperson responsible for the application are displayed. If multiple salespeople are involved, the first salesperson is displayed followed by " *".
  
  
• LESSEE SHORT NAME
  The short name of the lessee tied to the application is displayed.
  
  
• ENTRY DATE
  The date the application was entered is displayed.
  
  
• APPROVAL DATE
  The date that the application status was changed to Approved is displayed. The Approval status can be APRV, or the credit approval status as set up in the Application Portfolio update [U0822] if Drawdown module is purchased and the approval status is defined.
  
  
• APPROVAL EXPIRATION
  The date that the approval expired is displayed.
  
  
• APPR OFFICER
  The initials of the approval officer are displayed.
  
  
• CREDIT OFFICER
  The initial of the credit officer is displayed.
  
  
• ACQUIS COST
  The acquisition cost of the application is displayed.
  
  
• LESSOR YIELD
  The lessor yield factor is displayed.
  
  
• VENDOR
  The Vendor number for the application is displayed.
  
  
• BROKER
  The Broker number for the application is displayed.
  
  
• TOTALS
  Page totals for the number of expired approvals and acquisition cost are shown by office, vendor, salesperson, or broker Region, company, portfolio, and grand totals are shown for number of expired approvals and acquisition cost.

  If the report is organized by salesperson, broker, or vendor, the totals are provided for each salesperson, broker, or vendor respectively. No subtotals or grand totals will be provided.

 

LeasePak  Reference Guide

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