LeasePak Client [U02 various]

Add a LeasePak Client
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.
User Defined Client [U0229] - this type of client can actually be one of any number of types defined by the user through Custom Code [U0722], code type UD_CLIENT, and can be associated with an application or lease.
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, you 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:

New Client Copied from Existing Client
Select this to use information defaulted from an existing client in the new client record. Either type the client number to use as a default or click to start the Client Search function.

After selecting a client through Client Search, LeasePak will return you to this screen. You can return to Client Search if needed or proceed by clicking Retrieve.

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

LeasePak will direct you to the update screens for the particular client. For more information on these update, use one of the links below:

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:

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.

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.