Add Change Fields Delete Application Setup

Application Setup: User Profile [U0831]

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

Describes the Application Tracking [U08] setup update for adding, changing, or deleting application user profiles.

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

Use the User Profile to add, change, or delete Application Tracking users. LeasePak users may or may not also be Application users, but all Application users must be LeasePak users. Within User Profile, you can set which of the Application Tracking menu items the user has access to, approval limits, status flow, field security by status, work schedule sort order, and other parameters.

Edit user profiles when users are not in Application Tracking or other parts of Application Setup.

Adding an Application User Profile

You can only add a valid, active LeasePak user as an Application user.

From the main LeasePak menu select Updates, Tracking Setup, Application Setup [U08], User Profile [U0831].

LeasePak provides no predefined user profiles. To add a user profile, click Add. To instead exit the update, click Done.

Field Descriptions

Username

Click and select from the list of valid, active LeasePak users.

Default Username

If you want to default from an existing user profile, click and select the user profile from the list. You can make changes to the defaulted information in the tabs on the next screen.

Click OK to proceed or Cancel to return to the user profile list window without making any changes. Proceed to Application User Profile Tabs and Fields below for descriptions of the setup fields.

Changing an Application User Profile

From the main LeasePak menu select Updates, Tracking Setup, Application Setup [U08], User Profile [U0831].

Click to highlight the user profile you wish to change, then click Change. To instead exit the update, click Done. Proceed to Application User Profile Tabs and Fields below for descriptions of the setup fields.

Application User Profile Tabs and Fields

Work Sched Misc Letters/Doc Tolerance Security Status

LeasePak displays the following two fields at the top of each tab.

Field Descriptions

Application User Name

LeasePak displays the account name of the Application user. This is the same as the user's LeasePak account name.

Application User Initials

LeasePak displays the account initials of the Application user. This is the same as the user's LeasePak account initials.

Work Schedule - Tab 1

Field Descriptions

Sort Order

Define the sorting criteria for how items should appear in the user's work schedule. Click one of the criteria to highlight it, then click Up or Down to move it up or down in sort priority. LeasePak sorts the work schedule first by the criteria at the top of the list. The criteria are:

• Status - sorts alphabetically by the 4-character application status code



• Outstanding Time - lists applications having the longest elapsed time since entry first



• Short Name - sorts alphabetically by Lessee Short Name



• Application/Vendor Number - sorts alphanumerically by either the application or Vendor number, depending on the Number to Display field setting



• Application Amount - lists applications by largest acquisition cost first



• User Initials - sorts alphabetically by the account initials of the user assigned to follow up on the oldest unprocessed note



• Follow-up Date - sorts by unprocessed note follow-up dates, either newest to oldest or oldest to newest depending on the Display Older Follow-up Dates Before Newer Dates field setting



• Note Priority - lists applications in ascending order by the priority number assigned to the oldest unprocessed note

Refer to the Application Tracking menu item Work Schedule for more information on work schedules.

Display Older Follow-up Dates Before Newer Dates

Check the box to have the Follow-up date sort criteria (with the priority determined by the Sort Order field setting) list applications in order of oldest unprocessed note follow-up date first. Clear the box to have the criteria sort in order of newest unprocessed note follow-up date first.

Refer to the Application Tracking menu item Work Schedule for more information on work schedules.

Number to Display

Click and select either 'Application' to display the application number in the work schedule or 'Vendor' to display the Vendor number associated with the application. This also affects whether the sort criteria 'Application/Vendor Number' in Sort Order sorts by application or Vendor number.

Refer to the Application Tracking menu item Work Schedule for more information on work schedules.

Click on another tab to edit more settings, click Save to add or change the user profile and return to the user profile list window, or click Cancel to return to the list window without making any changes. Once you are finished editing user profiles, from the user profile list window click Done to exit the update.

The Application user must log off LeasePak and back on before profile changes take effect.

Miscellaneous - Tab 2

Field Descriptions

Listed in alphabetical order by displayed field name. To find a field description, look up its name (as displayed in the above screen shot) alphabetically in the list below.

Application Flow

Click and select the application flow that applies to the user. Use flows to define the ways in which an application may proceed from one status to the next. For example, a particular flow may permit a status transfer from Entry to Approved (bypassing Investigation), but forbid a transfer from Rejected to Approved. You can create as many flows as needed.

Refer to Flow [U0812] for more information.

Approval Based on Total Exposure

If you are using the Unix Drawdown (Drawdown Tracking) module, check the box to base Approval Credit Limit on the application's acquisition cost plus the current total exposure of the Lessee. Clear the box to base Approval Credit Limit on the application's acquisition cost only.

Refer to Drawdown Tracking for more information on drawdown tracking and drawdown revolving credit.

Approval Credit Limit

Type the maximum acquisition cost (or, for drawdown applications, alternatively the Lessee's total exposure, depending on the Approval Based on Total Exposure field setting) of an application that the user can transfer to an approved ('A') status. If the user attempts to approve an application over this limit, the user must transfer to application (without going to an approved status) to another user who has a sufficient limit. Set to zero to allow the user to approve applications of any amount (no limit).

Auto-Approval Privilege

If you are using the Unix Drawdown (Drawdown Tracking) module, check the box to allow the user to auto-approve sub applications. Clear the box to deny the user auto-approval privileges.

Refer to Drawdown Tracking for more information on drawdown tracking and drawdown revolving credit.

Change Approval Expiration Date

Check the box to allow the user to change the Approval Expiration date in Application Tracking [U08]: Status Transfer. Clear the box to prevent the user from changing the date. LeasePak initially calculates the Approval Expiration date when the application is transferred to an approved status using the Approval Expiration Days field setting in Portfolio [U0822].

Change Status Transfer Effective Date

Check the box to allow the user to change the Effective Date and Effective Time fields in Application Tracking [U08]: Status Transfer. Clear the box to prevent the user from changing the fields. LeasePak initially populates Effective Date and Effective Time with the system date and time of the status transfer.

Drawdown Credit Limit Tol.

If you are using the Unix Drawdown (Drawdown Tracking) module, set either this field or Drawdown Credit Limit Tol. %, not both. Type the dollar amount by which the user can increase the credit line of a master application. Set to zero to allow the user to increase the credit line by any amount (no limit).

Refer to Drawdown Tracking for more information on drawdown tracking and drawdown revolving credit.

Drawdown Credit Limit Tol. %

If you are using the Unix Drawdown (Drawdown Tracking) module, set either this field or Drawdown Credit Limit Tol., not both. Type the percentage of the current amount by which the user can increase the credit line of a master application. Format as a percentage, not a decimal amount--for example, if the limit is 15%, type 15.00, not 0.15. Set to zero to allow the user to increase the credit line by any percentage (no limit).

Refer to Drawdown Tracking for more information on drawdown tracking and drawdown revolving credit.

Higher Credit Approval Mgr

If applicable, click and select an Application user from the list who has a higher approval credit limit than the user you are setting up. If the user you are setting up attempts to transfer an application to an approved status where the acquisition cost (or, for drawdown applications, alternatively the Lessee's total exposure, depending on the Approval Based on Total Exposure field setting) is higher than the Approval Credit Limit field setting, LeasePak displays a warning message and defaults the user name of the Higher Credit Approval Mgr into the New Owner field of Application Tracking [U08]: Status Transfer.

Modify Address Information

LeasePak does not currently use this field.

New Application Status

Click and select the status that a new application will start in when the user adds it. This must be either an entry ('E') or investigation ('I') status.

Refer to Status [U0811] for more information.

Override Drawdown Balance or Expiration Date

If you are using the Unix Drawdown (Drawdown Tracking) module, check the box to allow the user to override the fields Drawdown Balance and Drawdown Exp Date on a master application.

Refer to Drawdown Tracking for more information on drawdown tracking and drawdown revolving credit.

Override Rate Plan

LeasePak does not currently use this field.

Click on another tab to edit more settings, click Save to add or change the user profile and return to the user profile list window, or click Cancel to return to the list window without making any changes. Once you are finished editing user profiles, from the user profile list window click Done to exit the update.

The Application user must log off LeasePak and back on before profile changes take effect.

Letters and Documents - Tab 3

Field Descriptions

Letter Signature Name

If needed, type the user's name (up to 36 characters) as it should appear on letters and documents. You can customize Document Generation (DocGen) templates to include this information, or you can access and use this information through processes outside of LeasePak. Contact your NetSol representative for more information.

Letter Signature Title

If needed, type the user's title (up to 25 characters) as it should appear on letters and documents. You can customize Document Generation (DocGen) templates to include this information, or you can access and use this information through processes outside of LeasePak. Contact your NetSol representative for more information.

Allow Delete Document

If you are using the Automated Lease Document Generation, check the box to allow the user to delete documents from the Document Location as specified in Portfolio [U0822]. Clear the box to prevent the user from deleting documents.

Modify/Create Document List

If you are using the Automated Lease Document Generation, select one of the following options that specify what the user can do with a list of documents once it is defaulted to an application through the Application Tracking menu item Documents and Tasks:

• Full Access - user can add, change, or delete and documents listed for the individual application (this does not affect the original list as defined in Document List.
• Restricted Access - user can change, or delete documents that the user has added to the list, but not change or delete documents defaulted from the original list.
• No Access - user cannot modify the defaulted list, only generate documents and mark as sent, received, etc.

Phone

If needed, type a phone number for the user. You can use this information when generating letters or other documents. If the user has a profile in more than one tracking module, this information does not populate the corresponding fields in other tracking modules and the user may have a different phone number for each tracking module user profile.

Fax

If needed, type a fax (facsimile) number for the user. You can use this information when generating letters or other documents. If the user has a profile in more than one tracking module, this information does not populate the corresponding fields in other tracking modules and the user may have a different fax number for each tracking module user profile.

E-mail

If needed, type an e-mail address for the user. You can use this information when generating letters or other documents. If the user has a profile in more than one tracking module, this information does not populate the corresponding fields in other tracking modules and the user may have a different e-mail address for each tracking module user profile.

Click on another tab to edit more settings, click Save to add or change the user profile and return to the user profile list window, or click Cancel to return to the list window without making any changes. Once you are finished editing user profiles, from the user profile list window click Done to exit the update.

The Application user must log off LeasePak and back on before profile changes take effect.

Tolerance - Tab 4

Field Descriptions

Listed in alphabetical order by displayed field name. To find a field description, look up its name (as displayed in the above screen shot) alphabetically in the list below.

Acquisition Cost

Set either this field or Acquisition Cost %, not both. Type the amount by which the user can increase or decrease the Acquisition Cost cost of an application. Set to zero to allow the user to modify the acquisition cost by any amount (no limit).

Acquisition Cost %

Set either this field or Acquisition Cost, not both. Type the percentage of the original amount by which the user can increase or decrease the Acquisition Cost of an application. Type a percentage, not a decimal amount--for example, for 15%, type 15.00, not 0.15. Set to zero to allow the user to modify the acquisition cost by any percentage (no limit).

Documentation Fee

Set either this field or Documentation Fee %, not both. Type the amount by which the user can increase or decrease the Documentation Fee of an application. Set to zero to allow the user to modify the documentation fee by any amount (no limit).

Documentation Fee %

Set either this field or Documentation Fee, not both. Type the percentage of the original amount by which the user can increase or decrease the Documentation Fee of an application. Type a percentage, not a decimal amount--for example, for 15%, type 15.00, not 0.15. Set to zero to allow the user to modify the documentation fee by any percentage (no limit).

Down Payment

Set either this field or Down Payment %, not both. Type the amount by which the user can increase or decrease the Down Payment of an application. Set to zero to allow the user to modify the down payment by any amount (no limit).

Down Payment %

Set either this field or Down Payment, not both. Type the percentage of the original amount by which the user can increase or decrease the Down Payment of an application. Type a percentage, not a decimal amount--for example, for 15%, type 15.00, not 0.15. Set to zero to allow the user to modify the down payment by any percentage (no limit).

Payment Amount

Set either this field or Payment Amount %, not both. Type the amount by which the user can increase or decrease the regular Payment Amount of an application. Set to zero to allow the user to modify the payment by any amount (no limit).

Payment Amount %

Set either this field or Payment Amount, not both. Type the percentage of the original amount by which the user can increase or decrease the regular Payment Amount of an application. Type a percentage, not a decimal amount--for example, for 15%, type 15.00, not 0.15. Set to zero to allow the user to modify the payment by any percentage (no limit).

Residual Amount

Set either this field or Residual Amount %, not both. Type the amount by which the user can increase or decrease the Residual Amount of an application. Set to zero to allow the user to modify the residual by any amount (no limit).

Residual Amount %

Set either this field or Residual Amount, not both. Type the percentage of the original amount by which the user can increase or decrease the Residual Amount of an application. Type a percentage, not a decimal amount--for example, for 15%, type 15.00, not 0.15. Set to zero to allow the user to modify the residual amount by any percentage (no limit).

Security Deposit

Set either this field or Security Deposit %, not both. Type the amount by which the user can increase or decrease the Security Deposit of an application. Set to zero to allow the user to modify the security deposit by any amount (no limit).

Security Deposit %

Set either this field or Security Deposit, not both. Type the percentage of the original amount by which the user can increase or decrease the Security Deposit of an application. Type a percentage, not a decimal amount--for example, for 15%, type 15.00, not 0.15. Set to zero to allow the user to modify the security deposit by any percentage (no limit).

Click on another tab to edit more settings, click Save to add or change the user profile and return to the user profile list window, or click Cancel to return to the list window without making any changes. Once you are finished editing user profiles, from the user profile list window click Done to exit the update.

The Application user must log off LeasePak and back on before profile changes take effect.

Application Tracking Menu Security - Tab 5

Field Descriptions

Listed in alphabetical order by displayed field name. To find a field description, look up its name (as displayed in the above screen shot) alphabetically in the list below.

Add Application

Check the box to give the user access to the Application Tracking menu item New, which allows the user to add new applications (within the limits of other applicable user profile settings). Clear the box to prevent the user from having access to this menu item.

Asset Meter Maintenance

If you are using the Cost Per Use module, check the box to give the user access to the Application Tracking menu item Asset Meter Maintenance, which allows the user to access Asset Meter Maintenance [U0231] for pending assets attached to an existing application. Clear the box to prevent the user from having access to this menu item.

Asset Selection

Check the box to give the user access to the Application Tracking menu item Assets, which allows the user to add, change, or delete assets attached to an existing application (within the limits of other profile settings). Clear the box to prevent the user from having access to this menu item.

Book Requirements

Check the box to give the user access to the Application Tracking menu item Book Requirements, which allows the user to delete existing applications. Clear the box to prevent the user from having access to this menu item.

Change Application

Check the box to give the user access to the Application Tracking menu item Change, which allows the user to change existing applications (within the limits of other applicable user profile settings). Clear the box to prevent the user from having access to this menu item.

Client Exposure

Check the box to give the user access to the Application Tracking menu item Client Exposure, which allows the user to calculate the financial exposure for all clients who have a connection to an existing application, including the Lessee, Co-Lessee(s), Guarantor(s) and Customer(s). Clear the box to prevent the user from having access to this menu item.

Credit Approval

If you are using the Credit Scoring - Microbilt module, check the box to give the user access to the Application Tracking menu item Credit Bureau, which allows the user to access LeasePak's Microbilt interface. Refer to Credit Scoring Interface for more information. Clear the box to prevent the user from having access to this menu item.

Data Entry Requirements

If you are using the Data Entry Requirements module, check the box to give the user access to the Application Tracking menu item Data Entry Requirements, which allows the user to perform status-based validations on an existing application by means of a SQL stored procedure that can be customized according to the user's business requirements. Clear the box to prevent the user from having access to this menu item.

Delete Application

Check the box to give the user access to the Application Tracking menu item Delete, which allows the user to delete an existing application. Clear the box to prevent the user from having access to this menu item.

Documentation

Check the box to give the user access to the Application Tracking menu item Documents and Tasks, which allows the user to generate documents and monitor the receipt of documents for an application (depending on other profile settings). Refer to Document List [U0815] for more information. Clear the box to prevent the user from having access to this menu item.

Enhanced IDC/IDR

If you are using the Vehicle Finance module, check the box to give the user access to the Application Tracking menu item Enhanced IDC/IDR, which allows the user to specify initial direct cost (IDC) and initial direct revenue (IDR) information for an existing application. Clear the box to prevent the user from having access to this menu item.

Import

If you are using the XML Pricing/SuperTRUMP module, check the box to give the user access to the Application Tracking menu item Import, which allows the user to import pricing information from third-party applications such as Ivory Consulting Corporation's SuperTRUMP. Clear the box to prevent the user from having access to this menu item.

Insurance

Check the box to give the user access to the Application Tracking menu item Insurance, which allows the user to add one or more insurance profiles to an existing application. Clear the box to prevent the user from having access to this menu item.

Single Application

Check the box to give the user access to the Application Tracking menu item Single, which allows the user to select a single existing application for viewing, change, or deletion (depending on other menu security settings). Clear the box to prevent the user from having access to this menu item.

Users who work with existing applications must either have access to this item or to Work Schedule to be able to select applications to work with.

Status Transfer

Check the box to give the user access to the Application Tracking menu item Status Transfer, which allows the user to transfer an existing application from one application status to another (within the limits of the user's assigned flow). Refer to Status [U0811] and Flow [U0812] for more information. Clear the box to prevent the user from having access to this menu item.

View Application

Check the box to give the user access to the Application Tracking menu item View, which allows the user to view existing applications but not make any changes. Clear the box to prevent the user from having access to this menu item.

Work Schedule

Check the box to give the user access to the Application Tracking menu item Work Schedule, which allows the user to access a list of applications for which the user is the current status owner or there are unprocessed notes assigned to the user for follow-up. The user can then work on applications from the list (within the limits of other profile and security settings). Clear the box to prevent the user from having access to this menu item.

Users who work with existing applications must either have access to this item or to Single Application to be able to select applications to work with.

Click on another tab to edit more settings, click Save to add or change the user profile and return to the user profile list window, or click Cancel to return to the list window without making any changes. Once you are finished editing user profiles, from the user profile list window click Done to exit the update.

The Application user must log off LeasePak and back on before profile changes take effect.

Status Transfer and Field Security - Tab 6

Field Descriptions

Description

LeasePak displays all application statuses set up in Status [U0811], sorted first by status category (E, I, A, B, W, S, D, R), then alphabetically.

Field Security

For each status, click and select a field security profile from the list. Depending on your needs and what types of profiles you have set up in Field Security [U0814], you can assign the same field security profile to each status for the user, a different field security profile to each status, or a combination of the two.

Dflt Next Owner

For each status, if needed, click and select a different application user for LeasePak to default into the Status Transfer field New Owner when the current user transfers the application to the status.

Dflt Curr User

(Optional)
Indicates whether the current user is the default status owner for the application when transferred to that status.
Select this check box against a status if the current user needs to be set as its default owner. If both: the Dflt Next Owner and Dflt Curr User options are specified for a status, Dflt Curr User will take precedence and any application having transferred to this status will show the name of the user set as Dflt Curr User to be its owner.

Click on another tab to edit more settings, click Save to add or change the user profile and return to the user profile list window, or click Cancel to return to the list window without making any changes. Once you are finished editing user profiles, from the user profile list window click Done to exit the update.

The Application user must log off LeasePak and back on before profile changes take effect.

Deleting an Application User Profile

From the main LeasePak menu select Updates, Tracking Setup, Application Setup [U08], User Profile [U0831].

Click to highlight the user profile you wish to delete, then click Delete. To instead exit the update, click Done.

You cannot delete a user profile if the user is currently assigned to an application.

If LeasePak allows the deletion, it will prompt for confirmation.

Click Yes to delete the user profile or No to return to the user profile list window without making any changes.

Once you are finished editing user profiles, from the user profile list window click Done to exit the update.

 

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