Application Setup

Application Setup: Custom General [U0821MO]

LeasePak menu: Updates, Tracking Setup, Application Setup [U08], Status [U0811]
Corresponding End of Period process: None

Describes the Application Tracking [U08] setup update for miscellaneous settings that apply to all portfolios.

This is part of the optional LeasePak module Application Tracking. For information on individual Application functions, refer to Application Tracking [U08].

Use Custom General to set which of the 3 custom calculation amounts to use for client credit limits, to set whether or not the user can view all assigned and unprocessed notes tied to an application, and to specify Microbilt settings (for use with the Application Tracking menu item Credit Bureau).

Edit custom general settings when users are not in Application Tracking or other parts of Application Setup.

 

From the main LeasePak menu select Updates, Tracking Setup, Application Setup [U08], Custom General [U0821MO].

Field Descriptions

Credit Limit Base

Click and select which of the custom balance amounts--Gross Receivable Balance, Net Outstanding Balance, or Gross Outstanding Balance--LeasePak uses in determining whether or not an application will exceed a Lessee's credit limit.

These three customizable calculations have no predetermined function in LeasePak; that is, the user (or supervisor) determines the meaning of these amounts and which general ledger components to use in calculating them. Since these calculations have no impact on LeasePak general ledger balancing, you may include or exclude components making up these calculations at any time.

Use Portfolio [U0212]: Calculation Customizations to define the three amounts.

In addition to the Credit Limit Base, LeasePak makes these three amounts available for use or display in the following updates and reports:

• Account Balances [R0103]
• Application Inquiry [R0502]: Current Outstanding Balance (user must run Application Tracking [U08]: Client Exposure to update amounts)
• Lease Inquiry [R0905]: Payoff Information (amounts display when lessee is delinquent)
• Payoff Quote [U0213]: Audit Report
• Collection Tracking [U11]: Lessee Summary
• Collection Setup [U11]: Module [U1121MO]

Net Outstanding Balance is also available in:

• Credit Approval [R0506] (user must run Application Tracking [U08]: Client Exposure to update amounts)
• Customer Service Tracking [U16]: Lease Summary F5 (as a component of the Remaining Net Investment calculation)

Allow Multiple Notes in WS

Check the box to allow the user to see all assigned and unprocessed notes attached to the application. Clear the box to have the user see only the most recent or oldest (depending on settings in User Profile [U0831]) note attached to the application. Use with the Application Tracking menu item Work Schedule.

Microbilt ID

If you are using the Credit Scoring Interface--MicroBilt module, type the Microbilt ID account user name. Access the Microbilt functions through the Application Tracking menu item Credit Bureau.

Microbilt Password

If you are using the Credit Scoring Interface--MicroBilt module, type the Microbilt ID account password. Access the Microbilt functions through the Application Tracking menu item Credit Bureau.

As you type the characters of the password, LeasePak replaces them with asterisks (*) in the field display.

Microbilt Server

If you are using the Credit Scoring Interface--MicroBilt module, type the Microbilt server address:

server.microbilt.com

where server is the server name as defined by Microbilt. Contact either your Microbilt or MSI representative for more information. Access the Microbilt functions through the Application Tracking menu item Credit Bureau.

Microbilt Post

If you are using the Credit Scoring Interface--MicroBilt module, type the folder location for posting LeasePak information to Microbilt. For example:

/post

Contact either your Microbilt or MSI representative for more information. Access the Microbilt functions through the Application Tracking menu item Credit Bureau.

Click Save to save your changes or Cancel to exit the update without making any changes. Any changes immediately become available for use with updates and reports (use Refresh Codes to update the LeasePak client code set).

 

 

LeasePak  Documentation Suite

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