LeasePak Client [U02]
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, 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:
- Broker [U0219]
- Customer [U0205]
- Guarantor [U0217]
- Investor [U0216]
- Lender [U0220]
- Lessee/Co-lessee [U0203]
- User Defined Client [U0229]
- Vendor [U0201]
- 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:
- Broker [U0219]
- Customer [U0205]
- Guarantor [U0217]
- Investor [U0216]
- Lender [U0220]
- Lessee/Co-lessee [U0203]
- User Defined Client [U0229]
- Vendor [U0201]
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:
- Broker [U0219]
- Customer [U0205]
- Guarantor [U0217]
- Investor [U0216]
- Lender [U0220]
- Lessee/Co-lessee [U0203]
- User Defined Client [U0229]
- Vendor [U0201]
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.
LeasePak Documentation Suite
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