Approval Officer [U0707]

The Approval Officer update [U0707] is used in conjunction with the New Lease update [U0101]. It adds, changes or deletes approval officers from the Names (RNM) file.

In the Application update [U0801] screen 6 and in the New Lease update [U0101], an approval officer may be entered as the person with authority to approve credit, documentation and/or funding of a lease. Authorized approval officers are set up on this Approval Officer update.

 

This screen is used to select the Approval Officer update [U0707] option.

 

Add or Change Approval Officer

This screen is used to add or change an approval officer.

• APPROVAL OFFICER
  Enter a code for the officer. This could be a number, initials, or any other set of alphanumeric characters. A warning message appears if the code entered is not valid initials of a LeasePak user, but it is only a warning. If adding an approval officer, the code must not yet exist on the Names file. If changing an officer, appears in the field but is not accessible.
  
  
• FULL NAME
  Enter the FULL NAME of the Approval Officer to be added or changed. If changing a name, the name already on file is displayed.

 

Delete Approval Officer

When the Delete button is selected, the following screen is displayed.

Select 'YES' if the desired officer whose name appears is to be deleted from the Names (RNM) file. Select 'NO' if the approval officer is to remain in the RNM file.

 

LeasePak  Reference Guide

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