Application Tracking [U08]
Sections That Have Moved
The following sections have moved to new documents:
In this Document
- Change/View
Application
- Delete Application
- Multi Asset Maintenance
- Asset Meter Maintenance
- Application Meter Maintenance
- Documents and Tasks
- Enhanced
IDC/IDR
- Insurance (Application)
- Automatic Payment Interval Schedule
Change/View Application
In order to change or view an application, the user must first select an application using either the Single Application Selection or the Application Work Schedule.
Once an application has been selected, both the Change and View options open the Application Tabs [U0801] screens. Change allows the user to modify the application, View allows read-only access.
Please refer to the Application Tabs [U0801] document for a detailed explanation of the content of the 11 application tabs.
Delete Application
As with Change and View, the user must first select an application using either the Single Application Selection or the Application Work Schedule.
Once an application has been selected, using the Delete option will remove the selected application.
The above message appears to confirm or cancel the deletion.
Any application may be deleted, even those in booked status. However, an application may not be deleted if it is used as a default for any customer (RCU), name (RNM) or vendor (RLR) files.
It's possible to prohibit a user from deleting applications. This is controlled by the Security tab of the Application User Profile [U0831]. Leaving the box blank next to Delete Application will prevent this option from appearing on the user's menu.
Multi Asset Maintenance
The option appears in the Application menu if 2001 JULE Fund module is purchased and the Multi Asset Maintenance switch is set to 'Y' in the Application Tracking setup [U0831]. Selecting this option starts the Multi Asset Maintenance [U0230] update for application-side asset maintenance. Use this update only for managing the assets on an application that are not in an approved 'Axxx' status. For more information, refer to the Multi Asset Maintenance [U0230] update document.
For assets already booked (on a lease), matured, and paidoff but not sold, use the lease-side Multi Asset Maintenance [U0230] update directly from the LeasePak Updates menu.
Asset Meter Maintenance
Cost Per Use module only, asset-level meters: selecting this option starts the Asset Meter Maintenance [U0231] update. From Application, you can use this update for pending assets. For assets already booked and on lease, use the Asset Meter Maintenance update directly from the LeasePak Updates menu. For more information, refer to the overview document Cost Per Use.
Application Meter Maintenance
Cost Per Use module only, lease-level meters: selecting this option starts the Leasse Meter Maintenance [U0233] update for the application. For booked leases, use the Lease Meter Maintenance update directly from the LeasePak Updates menu. For more information, refer to the overview document Cost Per Use.
Documents and Tasks
As with other Application menu options, the user must first select an application using either the Single Application Selection or the Application Work Schedule.
The Documents and Tasks option from the Application Tracking menu allows the user to add or modify documents for an application and keeps track of the receipt of these documents. The option also allows a document list to be defaulted depending on the application type and its requirements. If the document list is created from a default list, it may be appended or modified as required for each application. (Refer to the Application Document List update [U0815].)
Documents can be marked as required for any application status. In order to change the application's status, the required documents for the new status should have been received. For example, the Lease Agreement must have been received in order to change the application status to booked.
This screen is used to add or modify documents for an application and to track the receipt of those documents. It may also be used to select documents to appear on a missing document letter. Up to 50 documents can be tracked through the scrolled area from the screen above.
- DOCUMENTATION TYPE
This field can be accessed only if the user has the privilege to modify the document list. (Refer to the Application User Profile update [U0831].) Without this privilege, a user may record the receipt of documents on this screen, but not modify the list of required documents.The list of default documents for each documentation type is defined by the Application Document List update [U0815]. Use Help for a list of valid documentation types.
Once any document has been marked as received, the DOCUMENTATION TYPE cannot be changed. If it's necessary to change the type, it is possible to delete the "received" code and date, change the type, and then re-enter "received" and the date.
- DATE SENT
If a document package was sent to the lessee, enter the date it was sent in MM/ DD/YY format. This field is informational only.
- DOCUMENT COMPLETION DATE
Enter a date when the documents are expected to be complete in MM/DD/YY or DD/MM/YY format, depending on the Date Format Preference field in Security [U0706]. This field is informational only.
- AUTO NOTE-FOLLOW UP DATES
Enter the automatic note follow-up days for the selected documents.
- DEFAULT DATE RECEIVED
Enter the date (in MM/DD/YY format) to be defaulted into the DATE RECEIVED field when a document is marked as received. This field is defaulted to today's date.
- ALL RECEIVED/DEFAULT DATE
If all or most documents are completed and received at once, enter the date of their receipt as DEFAULT DATE in MM/DD/YY or DD/MM/YY format, depending on the Date Format Preference field in Security [U0706]. Today's date automatically appears as the default, but may be changed if desired.Then select on All Received to mark all remaining documents as received. When All Received is selected, checks are automatically placed in the RECEIVED field of all remaining documents.
If most documents are to be marked as received, it may be easier to place select ALL RECEIVED and then individually remove the checks on those documents not yet received.
- DOCUMENT (scrolled area)
This field can be accessed if the user has the privilege to modify the document list. (Refer to the Application User Profile update [U0831].)
The names of documents from the Document List are displayed. Additional documents may be entered, or documents not required may be deleted. Documents which have not yet been received will be at the top of the list.
- REQUIRED STATUS (scrolled
area)
This field also can be accessed if the user has the privilege to modify the document list.If this field can be accessed, enter the earliest application status for which this document is required. If no code is entered the document is not required. Use Help for a list of valid required status codes. The Status Transfer [ST] update will not allow the application status to be changed to status shown here if this document has not been received.
Example: If "approved" status appears here, then this document is required before the application's status may be changed to approved.
- CREATE (scrolled area)
Select the box to create the document. - DATE CREATED (scrolled area)
The document creation date will be displayed. - DOCUMENT ID (scrolled area)
The documents selected in the U0815 will be displayed here. - VIEW/PRINT/RECEIVED (scrolled area)
Select the box to mark the document as viewed/print/received.
- DATE RECEIVED (scrolled
area)
Enter the date the document was received in MM/DD/YYyy format. This field is defaulted from DEFAULT DATE RECEIVED when the field RECEIVED is selected - OPERATOR (scrolled area)
The name of the operator will be displayed.
Enhanced IDC/IDR
As with other Application menu options, the user must first select an application using either the Single Application Selection or the Application Work Schedule.
When the Enhanced IDC/IDR module is purchased along with the Application tracking module [U0801] and the Application User Profile [U0831] security switch is set to allow access to the Enhanced IDC/IDR option in the Applications Tracking module.
This option allows the user to establish IDC/IDR information for the application that is being booked. The IDC/IDR fees entered will be tracked during the life of the lease, as well as provide an Amortization Schedule based on the accrual methods used when the lease was booked.
LeasePak may cause a $0.01 difference for IDC/IDR's when the amortized IDC/IDR is reversed.
Fifty-three additional G/L accounts that have been added in LeasePak v3.1a will track receivables, fees, expenses, debits and credits. All G/L accounts can be reconciled via the Lease Inquiry [R0905]. Specific accounts may reconciled via the G/L Reconciliation [R0403], G/L Entries Listing [R0406] and the Master G/L Reconciliation [U0460] reports. Refer to General Ledger Accounting for detailed information.
When the Partial Deductions module is purchased, all A/R records will default to the lease at time of booking.
Leases with Operating type accrual methods will be amortized with straight line methods. All other accrual methods, will be amortized with a proportional income basis method. However, IDRC-Warranty Insurance will use only straight line methods.
Leases that are booked with IBL type accrual methods must have the Estimated Unearned income manually entered into the L_EST_UE_D field in the RAP table in order to calculate the earned IDC/IDR:
New Earned IDC/IDR: ((Lessor Rental Income Y-T-D/Estimated Unearned) *Original IDC/IDR) - IDC/IDR Y-T-D
LeasePak may cause a $0.01 difference for IDC/IDR's on some IBL's when an accrual, accrual reversal and a re-accural is performed.
If there is nothing entered in this field, LeasePak will calculate the Estimated Unearned as follows:
Estimated Unearned = Minimum Payments Receivable - Total Contract Acquisition Cost
The Total Contract Acquisition Cost is calculated as follows:
+ Unguaranteed Residual
- (Acquisition Cost - Down Payment)
- Other Charges
Minimum Lease Payments Receivable is calculated as follows:
Number of Payments *
payment amount (according to payment schedule)
+ Guaranteed Residual
+ Interim Rent (when Interim Rent is set to N in [U0212NL])
If the yield/rate (Total Interest Rate) is zero, a straight line amortization method will be used for IBL's.
The INCLUDE IDC IN 'NPV' and 'OPR' PAYOFFS' switch in the Payoff Customizations option of the Portfolio [U0212] update have no affect on the new IDC/IDR fields.
The Enhanced IDC/IDR supports the following accrual methods when only one asset is tied to the lease:
- xAPR
- xAXx
- xOPM
- xOSL
This screen allows the IDC/IDR information to be entered in the Application Tracking module [U0801].
The following steps must be taken before you enter Enhanced IDC/IDR information for rebate calculation:
- Setup or adjust a Lease Form [U0721] last screen by applying any one of the following Credit Life and A_H Rebates option. This is required to calculate the rebate amounts for the Payoff [U0103] or Payoff Quote [U0213].
- Rule of 78ths = ‘Y > 0’
- Actuarial = ‘Y > 0’
- Sum of Balance = ‘Y > 0’
- Simple Interest = ‘Y > 0’
- Input and save initial application information.
- The application must be in pending status.
Once the application is approved, fields on the Enhanced IDC/IDR dialog become unavailable to prevent any type of modifications in the existing values.
- FIXED RATE RESERVES
Enter the IDC3- Fixed Rate Reserve total amount for the application.
- STANDARD RESERVES
Enter the IDC4 - Standard Reserve total amount for the application
- GUARANTEED RESERVES
Enter the IDC5 - Guaranteed Reserves total amount for the application.
- EXCESS MSRP
Enter the total Excess MSRP amount for the application.
- RESERVE SL TERM
Enter the -- for the application.
- ACQUISITION FEE SL TERM
Enter the total -- amount for the application.
- SUBVENTION
Enter the total IDR5 - Subvention amount for the application.
- DEALER BUY DOWN
Enter the total IDR6 - Dealer Buy Down amount for the application.
- CREDIT LIFE INSURANCE 1
Enter the total IDR7 - Credit Life Insurance 1 amount for the application. This is required to calculate the rebat amount for Payoff [U0103] or Payoff Quote [U0213].
- CREDIT LIFE INSURANCE 2
Enter the total IDR8 - Credit Life Insurance 2 amount for the application. This is required to calculate the rebat amount for Payoff [U0103] or Payoff Quote [U0213].
- CR DISIBILITY INS 1
Enter the total IDR9 - Credit Disability 1 amount for the application. This is required to calculate the rebat amount for Payoff [U0103] or Payoff Quote [U0213].
- CR DISABILITY INS 2
Enter the total IDRA - Credit Disability Insurance 2 amount for the application. This is required to calculate the rebat amount for Payoff [U0103] or Payoff Quote [U0213].
- ACQUISITION FEE
Enter the total IDRB - Acquisition Fee amount for the application.
- WARRANTY FEE
Enter the total IDRC - Warranty Insurance Fee amount for the application.
- DEALER BONUS
This field will display the total dealer bonus amount for lease. Users cannot change the amount of this field. The amount of this field is the amount of total dealer bonuses from all assets tied to an application. This field will only appear in application U0108 and users can only enter this amount in application u0108 if they Allow Dealer Bonus switch in U0212 Portfolio - Miscellaneous is turned on. To turn on this switch see U0212 Portfolio - Assessment Customization..
- DEALER RESERVE
This field will display the total dealer reserve amount for application. The amount displayed of this field is the calculated sum of the total dealer reserve amounts from all assets tied to an application. This field will only appear in application U0801 and users can only enter this amount in application u0801 the switch “Allow Dealer Reserve” from update U0212 Portfolio - Miscellaneous is turned on. To turn on this switch see U0212 Portfolio – Miscellaneous.
Add'l Subvention
The above screen will appear for subvention information. Lease Pak allows the user to enter the 5 set of subvention data which can be passed in from the Web Services API. The new sets of subvention data can also be entered manually by the above screen. LeasePak stores the data of the sets of subvention fields on the above screen in rapv Application Subvention table.
- SUBVENTION TYPE
Enter Subvention code. User can only select one of the appropriate subvention code listed in the drop down menu. If LeasePak does not provide the user with the list of subvention codes at the above screen filed, users can add them through U0722 Custom Code. LeasePak will not store any record set if this filed is blank and others are greater than zero. Users must select one of the subvention types if any of the other filed of this screen is greater than zero.
- PROGRAM ID 1
Enter program ID 1 for the subvention. This field is informational only. Users cannot leave this filed blank if subvention type is selected.
- PROGRAM ID 2
Enter the program ID 2 for the subvention. This field is informational only. Users cannot leave this filed blank if subvention type is selected.
- BUY RATE
Enter the subvention buy rate. This field is informational only. Users cannot leave this filed blank if subvention type is selected.
- SUBVENTION RATE
Enter the subvention rate for subvention. This field is informational only. Users cannot leave this filed blank if subvention type is selected.
- SUBVENTION AMOUNT
Enter the subvention amount. The subvention amount will produce the accounting general ledger entries to record the subvention amount for application booking. Users cannot leave this filed blank if subvention type is selected.
- SUBVENTION 1/2/3/4/5
Enter the select Subvention Type from drop down list and Program ID 1, Program ID 2, Buy Rate, Subvention Rate, and Subvention Amount for the subvention 1/2/3/4/5 if required.
Additional IDCs
The above screen will appear for enhanced IDC's additional fields information. LeasePak allows the user to enter the information for additional IDC fields.
- IDC8 RESERVES
Enter the IDC8 Reserves total amount for the application.
- IDC9 RESERVES
Enter the IDC9 Reserves total amount for the application.
- IDCA RESERVES
Enter the IDCA Reserves total amount for the application.
- IDCB RESERVES
Enter the IDCB Reserves total amount for the application.
- IDCC RESERVES
Enter the IDCC Reserves total amount for the application.
- IDCD RESERVES
Enter the IDCD Reserves total amount for the application.
- IDCE RESERVES
Enter the IDCE Reserves total amount for the application.
- IDCF RESERVES
Enter the IDCF Reserves total amount for the application.
- IDCG RESERVES
Enter the IDCG Reserves total amount for the application.
- IDCH RESERVES
Enter the IDCH Reserves total amount for the application.
Insurance (Application)
This option from the Application menu is used to enter insurance information related to the application. As with other Application menu options, the user must first select an application using either the Single Application Selection or the Application Work Schedule.
When the option is initially chosen, this screen appears showing all insurance information entered to date. If no insurance information has yet been entered, the screen is blank and only the Add button is active.
Select the Add button to add a line of information on an additional insurance policy. To change information on a policy already entered for the application, select it from the list and click the Change button.
This screen appears to add or change insurance information.
When a new policy is added and OK is selected, a new line of insurance information appears on the initial screen. The new data is edited when Save is selected or Enter is pressed. Edits ensure required information is present. Requirements depend on the TYPE chosen from the list of valid TYPE codes:
| TYPE |
FIELDS REQUIRED |
| Not required |
Type |
| Self-Insured |
Type, Status |
| Full Coverage |
Type, Carrier, Status, Exp(iration) Date |
The Insurance Risk Fee enhancement will only function if the Type selected is 'Full Coverage' and 'Self Insured'. If 'Not Required' is selected, no Insurance Risk Fee will be charged.
Additionally, the Status will have no bearing on this enhancement,e.g. 'Binder on File', 'Complete and Correct', 'Due to Expire' etc., will not affect the Insurance Risk Fee charges.
- TYPE
Select from the pull-down list of insurance type codes which are established by the LeasePak system. See the table above of required fields for each valid TYPE.
- CVRG TYPE
This code identifies the type of coverage provided by the insurance policy. Select from the list of valid insurance coverage type codes, which are established using the Custom Code update [U0722].
- CARRIER
Use Help for a list of valid insurance carriers and select the company which is providing insurance. This code is established on the Custom Code update [U0722].
- STATUS
Use Help to select from a list of valid insurance status codes established by the LeasePak system. The insurance status indicates whether or not the insurance is complete and correct. Once an application is booked, the lease appears on the Insurance Follow-up report [R0904] until the insurance is complete and correct.
- POLICY #
Enter the insurance policy number.
- EFF DATE
Enter the starting date on the insurance policy in MM/DD/YY or DD/MM/YY format, depending on the Date Format Preference field in Security [U0706].
- EXP
DATE
Enter the date the insurance expires in MM/DD/YY or DD/MM/YY format, depending on the Date Format Preference field in Security [U0706]. Thirty days prior to this date, LeasePak automatically changes the insurance status to due to expire. On this date, LeasePak automatically changes the insurance status to expired. Insurance policies that have expired or are due to expire appear on the Insurance Follow-up report [R0904].
- AMOUNT
Enter the amount of coverage for this policy.
- LOSS PAYEE
Enter the name of the person or company to whom money should be paid in the case of any accident or loss.
- AGENT
Enter the name of the agent or insurance broker.
- ADDRESS 1
Enter the first address line of the agent or insurance broker. Use this field if there is only one address line.
- ADDRESS 2
Enter the second address line of the agent or insurance broker.
- CITY
Enter the city of the agent or insurance broker.
- STATE
Enter the state of the agent or insurance broker. STATE must be a valid post office abbreviation. Use Help for a list of valid states.
- ZIP
Enter the ZIP or postal code of the agent or insurance broker.- For U.S. use 5 or 9 digits
- For Canada use 6 characters (alternating letters and numbers)
- For Mexico use 5 digits
- For other locations any entry
is accepted, or field may be blank
- CONTACT
Enter the name of the contact person at the insurance brokerage.
- CONT TITL
Enter the title or job position of the contact person.
- PHONE
Enter the area code and phone number of the insurance agent or broker. The phone number must be entered if the area code is entered.
Default Agent Info
If you have an application with more than one insurance record, you can use Default Agent Info to populate the agent information fields (Agent, Address 1/2, City, State, Zip, Contact, Contact Title, and Phone) on the second and subsequent records. After entering and saving the agent information and other fields as needed on the first record, click Add to begin adding a second insurance record, then click Default Agent Info to copy the agent information fields from the previous insurance record into the current record. This feature always copies data from the immediately preceding record. Also, it only defaults information into blank fields; if you have already filled out one of the agent information fields, Default Agent Info will not overwrite data in that field.
Automatic Payment Interval Schedule
Automatic pyament Interval Schedule helps users to define payments interval schedule that is independent of the invoice due dates to be set up and used to extract preauthorized payments. The schedule can be setup while the contract is still an application from Application Tracking → Automatic Payment Interval Schedule menu option. If application is already booked than users will need to use U0243 Automatic Payment Interval Schedule update to enter or update the payment interval schedule for the selected application. Users must own PAP/Preauthorized Pmts module of LeasePak to access this option of U0801 Application Tracking module menu option listing. Users will also need to check this module from U0831 Application User Profile.
Following are the field descriptions for Payment Interval Schedule option:
- Application
The selected application number will be displayed.
- Enabled
Select this checkbox to enable or disable payment schedule. LeasePak sets this checkbox checked by default when payment schedule is entered first. A payment schedule may also be disabled if you want to stop processing payments for the application.
Payment Schedule (Grid)
The first column of the grid will display row number from 1 to 360. This is display only column.
- Due Date
Enter the due date for the payment schedule. The dates must be in ascending order without repetition. Dates must be on or after the selected contract date. Blank row(s) of date column will be removed automatically on saving this update.
- Amount
Enter the amount for the pap interval payment schedule.
- Insert Row (Button)
Click on this button to insert a new row.
- Delete Row (Button)
This button will remove the row that the user has focus on or wants to delete.
- Clear All (Button)
This button will clear all the rows information entered for payment schedule and resets the grid with all blanks.
- Delete (Button)
This button deletes all the rows information entered for payment schedule. Before deleting pap interval schedule record a confirmation message will appear to confirm users about removal of the information. Select from Yes, No, and Cancel options. Option 'No' takes users back to the previous screen without saving any information. This button will only be enabled if there are any payment schedule record exist for the selected application. Otherwise this button will be disabled if no record exists for pap interval payment schedule of selected application number.
- Save (Button)
This button will save the pap interval payment sechdeule for the selected application.
- Cancel(Button)
This button will cancel the changes made to this update. Before exiting from the update an error message will appear for the confirmation of saving the record with Yes, No, or Cancel options. Proceed accordingly.
Saving the update without any record will prompt with the 'Input Required' warning message. Click on Save to continue with the updated change of pap interval payment schedule for the lease. Click on Cancel button to exit from the update without saving payment schedule information.
Data Entry Requirements
When the Application Tracking [U0801] module and JULE Fund 1999 module are purchased, LeasePak will allow the user to perform Data Entry Requirements on the application. This new validation function will call a Sybase stored procedure that can be customized to perform status based validations on the applications according to the user's business requirements.
Data Entry Requirements runs the stored procedure cp_rap_der for the application booking and gets the success or failure through message. This stored procedure is also runs as a part of the status transfer to ensure that the data entry requirement passes before application’s status changed and therefore approved for booking. You can find customizable stored procedure in $usql directory with either the name syb_cp_rap_der.sql or ora_cp_rap_der.sql depending on the type of LeasePak database. Directions for installation of customized version of customizable and user defined stored procedure can be found in the System Administration Guide under the End User Code Objects.
Client Exposure
The Client Exposure option is used to calculate the financial exposure for all clients who have a financial connection with the application. This includes the lessee, co-lessee, guarantor and customer. Calculations occur behind the scenes when the option is chosen; there is no Client Exposure screen that appears.
As with other Application menu options, the user must first select an application using either the Single Application Selection or the Application Work Schedule.
When LeasePak completes the client exposure calculations, the above message is displayed.
The results are stored on the respective client files for future access. The Client Exposure option can be updated for an application whenever the latest calculations are desired.
Following the execution of the Client Exposure option, the results can be viewed on the Current Outstanding Balance, Credit Limit or Delinquency Aging sections of the Application Inquiry [R0502].
Client Exposure provides up-to-date information that should be used for credit decisions on whether to approve or reject an application. Therefore, it is imperative that the Client Exposure option be executed prior to changing the application's status to approved or rejected. If a new Client Exposure is not run, the credit decision may be based on obsolete or incorrect client exposure information.
The client exposure calculations performed by this option may take a long time, depending on the number of leases and/or approved applications found for any of the clients connected to the current application. For this reason, these calculations are not automatically performed whenever an Application Inquiry [R0502] is generated or an approval/rejection is processed using the Status Transfer update. Instead, NetSol suggests that the Client Exposure option be executed once, prior to approval/rejection. If a significant amount of time passes between the last client exposure calculation and approval/rejection, simply re-execute the client exposure. The Application Inquiry will display the date and time of the last client exposure calculation next to the results.
Single Application Selection
The Single option from the Application Tracking menu is used to select a single application for modification or deletion.
This screen is used to input the
application number to be selected. As described previously, using the 
help button accesses the Application Search by Lessee function.
Once an application has been selected, the other options on the Application Tracking menu are available to be used on the application.
- APPLICATION
Enter application number to select a single application.
Application Work Schedule
The Application update [U0801] provides a work schedule (or list) of applications assigned to an individual user or team of users. Items appear on the work schedule in the priority established for the user on the Application User Profile [U0831].
Using the work schedule, the user may select applications to be processed, one after another. Once an individual application has been highlighted, it becomes the "current" application. Information for this application is displayed at the top of the screen. Various application operations and functions may be selected from the menu and performed on this application, without having to re-enter the application number.
Applications are assigned to a user's work schedule in several ways:
- The person who enters an application into LeasePak through the New Application option initially owns that application.
- An application may be assigned to the user through the Status Transfer menu option.
- An unprocessed note may be created for an application and assigned to a user's work schedule for follow-up.
Several unprocessed notes may be associated with an application. The oldest determines to which work schedule the application is assigned. Information from that note alone appears on the Work Schedule screen.
Applications are removed from a user's work schedule in several ways:
- After its status is changed to rejected, default or withdrawn (or any status beginning with R, D or W), an application is no longer assigned to any work schedule.
Rejected, withdrawn and default applications may be accessed through the Single Application option of the Application menu.
- An application may be assigned to another owner through the Status Transfer menu option.
- A note may be processed, so no further follow-up is required.
- An application may be deleted using the Delete option on the Application menu.
As new applications are added, statuses change, notes are created and processed during the day, the user may immediately update his or her work schedule at any time by selecting on the Retrieve button at the bottom of the Work Schedule screen. Applications no longer eligible for processing disappear and newly assigned applications appear. If the user chooses to sign out of LeasePak before all applications are processed, the work schedule is restored when the user returns to the Application module.
This screen appears when Work Schedule is selected from the Application menu. It is used to enter selection criteria for the work schedule. USERNAME, TEAM and STATUS display what was entered the last time a work schedule was created. The follow-up date always defaults to today's date.
Applications that meet the selection criteria entered will be sorted according to the order specified in the Application User Profile [U0831]. One user may view another user's or a team's work schedule. The order in which applications are sorted is based on the profile of the user who signed in to LeasePak, even if another USERNAME is used for selection criteria.
- USERNAME
Enter your own or someone else's LeasePak sign-on username to create a work schedule containing only applications associated with that user. Use Help for a list of valid usernames. Enter All to create a work schedule containing all the applications in the work schedule file. This field is cleared if TEAM CODE is entered. - TEAM CODE
Enter a team code to create a work schedule containing all applications associated with members of that team. Use Help for a list of valid team codes. Applications are owned by individual users, not by teams. The applications on a team's work schedule are a compilation of those owned by all the team members. Teams are created and usernames are assigned to teams through the Team update [U0724]. This field is cleared if USERNAME is entered. - STATUS
Use Help to select a status code and create a work schedule containing only applications in that status. Select All to include more than one status. - FOLLOW-UP DATE
Enter a date to create a work schedule containing only those applications whose unprocessed notes have follow-up dates on or before the date entered. The initial default is the current date. If a future date is desired, enter the date in MM/ DD/YY or DD/MM/YY format, depending on the Date Format Preference field in Security [U0706]. Entering a date in the past is not permitted. A blank date selects applications without regard for follow-up date.
To set-up an unprocessed note with a date in the future, and then retrieving work schedule with a future date then, LeasePak retrieves any unprocessed notes as well as any other items that have been assigned through status transfer.
Once selection criteria are entered, select Retrieve. All applications which meet those criteria will display.
To make an application active, highlight it on the work schedule. The order in which applications appear for a user is determined by the Application User Profile [U0831]. For example, the primary sort may be by application number, vendor number, status, etc.
Once an application is active, choose function(s) from the Application menu to be performed. All updates to an active application must be complete (i.e., Save, OK, Cancel or Done must be selected) before another application can be made active. If a second application on the work schedule is highlighted before updates to the first are complete, the message, "Current update must be completed before moving to another application," appears.
- APPLICATION (scrolled area)
The field name is APPLICATION, but either application number or vendor number may be displayed. Refer to the Application User Profile update [U0831] for information on defining which number displays on a user's work schedule. - STATUS
The status of the application is displayed. - TIME (scrolled area)
The time elapsed since the application was entered into LeasePak is displayed the format will depend on the Date Format Preference field in Security [U0706]. If the application was entered on the current date, the number of hours is displayed. Otherwise, the number of days is displayed.
The time outstanding displayed in this field is reset when an application status is changed from "Entry" to "Investigation" if the RESET TIME OUTSTANDING field in the Application Portfolio update [U0822] is Y. Note, however, that the Application Inquiry [R0502] reports the time outstanding regardless of status (i.e. the time since initial entry of the application).
- SHORT NAME (scrolled area)
The lessee short name is displayed. Note that the field may be truncated due to space limitations. - AMOUNT
The application amount is displayed, rounded off to the nearest dollar. - OPR (scrolled area)
The initials of the person assigned to follow-up an unprocessed note or, if there are no unprocessed notes for the application, the initials of the application's owner are displayed. If there are multiple unprocessed notes for an application, only the one with the oldest follow-up date appears on the work schedule. - FOLLOW-UP DATE/TIME (scrolled area)
The date for follow-up action entered on a note for the application is displayed in MM/DD/YY or DD/MM/YY format, depending on the Date Format Preference field in Security [U0706]. If there are multiple unprocessed notes for an application, only the one with the oldest follow-up date appears on the work schedule. If there are no unprocessed notes for the application, this field is blank. - Pr (scrolled area)
The priority of the oldest unprocessed note is displayed. Priorities range from 1 to 4, with priority 1 appearing before priority 2, etc. The priority is assigned when the note is recorded for the application. If there are no unprocessed notes for the application, this field is blank. - NOTE (scrolled area)
The title of the unprocessed note is displayed. If there are no unprocessed notes for the application, this field is blank.
LeasePak Documentation Suite
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