Encompass Credit Application - Main Applicant
Access
Tabs: Main, Military, Government
Use this screen to enter information required by Encompass.
To edit existing credit applications, a check must appear at the Access credit applications for third party on-line financing field in the Extended Security settings.
Customer The customer code you entered on the Finance Credit Application screen appears. You cannot edit this field.
OrderIf the finance credit application is accessed via a sales order, the sales order number displays here.
Application Type
Main
Use the Main tab to enter information for the primary applicant.
Social Security NumberEnter the applicant's social security number. This field is mandatory.
Date of BirthEnter the applicant's date of birth. The applicant must be at least 18 years of age. This field is mandatory.
Home PhoneEnter the applicant's home phone number.
Work PhoneEnter the applicant's work phone number.
Cell PhoneEnter the applicant's cell phone number.
At least one phone number (home, work or cell) must be entered.
EmailEnter the applicant's email address. This field is optional. Up to 50 alphanumeric characters can be entered; email address must contain "@" and ".".
Housing
$ ____ Monthly PaymentEnter the applicant's monthly housing payment. An entry of $0.00 is allowed. This field is mandatory.
EmployerEnter the applicant's employer. This field is mandatory if the application type is set to Civilian or Government. If it is set to Career Retired Military, it is optional and if it is set to Military, it is inactive.
YearsEnter the number of years that the applicant has worked for their current employer. If less than a year, enter the number of months in the Months field.
MonthsEnter the number of months that the applicant has worked for their current employer. Enter a number between 0 and 11.
$ ____ Net Monthly IncomeEnter the applicant's net monthly income. This field is mandatory.
Other Income
$ ____ Other Net Monthly IncomeIf the applicant receives other income, enter the amount here.
$ ____ Monthly Child Support PaymentIf the applicant is responsible for paying child support, enter the monthly amount here.
Include Co-applicantIf there is a co-applicant, check the box at this field. Otherwise, leave the box blank.
Military
This tab is only active when Military is selected as the application type. The information on this screen is specific to military personnel.
RankClick the Arrow button to select the applicant's military rank from the drop down list. This field is mandatory.
Branch
EnteredEnter the date that the applicant began their military service. This field is mandatory.
ETS (Expiration Terms of Service)Enter the date that the applicant's service in the military expires/expired. This field is mandatory.
Command/UnitEnter the name of the applicant's commander or unit. This field is mandatory.
ZipcodeEnter the military unit's zip code. You can enter up to 9 characters. If the zip code you enter exists in the system, the associated city and state default. If the zip code you enter does not exist in the system, a warning message appears. You have the option to answer OK and create the new zip code or answer No and re-enter the zip code.
CityEnter the military unit's city. You can enter up to 20 alphanumeric characters.
StateEnter the military unit's two-character state abbreviation.
PhoneEnter the applicant's military phone number. This field is mandatory.
EmailEnter the applicant's military email address. This field is optional.
SupervisorEnter the name of the applicant's supervisor. This field is mandatory.
Government
This tab is only active when Government is selected as the application type. The information on this screen is specific to government personnel.
Pay GradeClick the Arrow button to select the applicant's pay grade from the drop down list. This field is mandatory.
Pay StepClick the Arrow button to select the applicant's pay step from the drop down list. This field is mandatory.
