Selection Customizations End of Period Clean Up Application Setup

Application Setup: Portfolio [U0822]

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

Describes the Application Tracking [U08] setup update for portfolio-specific settings.

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

Use Portfolio for portfolio-level application settings such as default application, whether or not to use Drawdown Tracking, and how long to wait before cleaning up booked applications (if at all), as well as the settings for the Document Generation template and document locations for all LeasePak generated documents (not just Application Tracking documents). If you have multiple portfolios, you can specify different settings for each of your portfolios.

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

 

 

Portfolio Selection

From the main LeasePak menu select Updates, Tracking Setup, Application Setup [U08], Portfolio [U0822].

All settings are portfolio-specific.

Portfolio

Type the portfolio number or click to select from the list.

Click OK to continue or Cancel to exit the update.

 

 

Customizations Tab

Field Descriptions

Default Application

If needed, type the number of a default application to use for this portfolio or click to use Client Search. When you add a new application, LeasePak copies information from the default application, reducing data entry time.

Approval Expiration Days

Type the number of days an application can remain in an approved ('A') status before expiration. LeasePak does not allow you to book expired approved applications. Use Expired Approvals [R0505] to report on expired applications. If you set this field to 0, approvals never expire.

Reset Time Outstanding of an Application Appearing on the Work Schedule

Check the box to have LeasePak reset the time outstanding (turnaround time) whenever an application moves from one status to another. Users responsible for applications in a particular status will only see the amount of time the application has remained in their status. Clear the box to have users see the total accumulated time outstanding. Regardless of how you set this field, Application Inquiry [R0502], Status History, Turnaround Timing [R0503], and Individual Turnaround [R0504] will always display the amount of time applications have remained in each status.

Track Drawdown

If you are using the Drawdown/Customer Exposure (Drawdown Tracking) module, check the box to turn drawdown tracking on for this portfolio. Clear the box to turn drawdown tracking off for this portfolio.

Clone Application History

Only accessible with Track Drawdown on. Click and select one of the following:

• All - copies the whole status history from the master application to the sub application
• Some - copies the status history starting with the first approved ('A') status
• None - does not copy the status history from the master application to the sub application

Transferring the master application to an approved status before transferring it to the designated default status (see the field Master Application Status), then setting Clone Application History to 'All' or 'Some' will allow you to auto-approve sub applications under the master application.

Master Application Status

Only accessible with Track Drawdown on. Type the default ('D') status you have created especially for master applications or click to select it from the list. MSI recommends using 'DMAS' for master applications. Create the 'DMAS' status (or your equivalent) using Status [U0811].

Default Document Auto Note Follow-up Days

If you are using the Automated Lease Document Generation, type the number of days to use in calculating the follow-up date for notes created when generating documents.

Template Location

If you are using the Automated Lease Document Generation, type the path to the location for all of your DocGen templates for this portfolio (not just those for Application Tracking), or click and use Microsoft Windows Explorer to select the location.

Document Location

If you are using the Automated Lease Document Generation, type the path to the location for all of your generated documents for this portfolio (not just those from Application Tracking), or click and use Microsoft Windows Explorer to select the location.

Click Save to change the settings or Cancel to return to the portfolio selection screen without making any changes. Once you are finished, from the portfolio selection screen click Cancel to exit the update. Any changes immediately become available (use Refresh Codes to update the LeasePak client code set).

 

 

End of Period Clean Up Tab

Field Descriptions

Months After Booking to Delete Application

Type the number of months to wait before deleting application records of booked leases. To never delete application records, type 999.

Months After Reject/Withdraw to Move Application to DOA

Type the number of months to wait before moving rejected or withdrawn application records to the dead application (doa/roa) table. To never move rejected or withdrawn applications, type 999.

Months Before Deleting DOA Records

Type the number of months to wait before deleting application records from the dead application (doa/roa) table. To never delete records from the doa/roa, type 999.

Click Save to change the settings or Cancel to return to the portfolio selection screen without making any changes. Once you are finished, from the portfolio selection screen click Cancel to exit the update. Any changes immediately become available (use Refresh Codes to update the LeasePak client code set).

 

 

LeasePak  Documentation Suite

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