GE Capital Finance Credit Application Screen
Access
Tabs: Main, Joint
Use this screen to enter information required by a specific finance provider - in this case GE Capital.
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.
If you select Joint at the Joint Applicant field on the Main tab, you activate the Joint tab. Use the fields on this tab to enter information on the joint applicant. The specific fields on this screen vary according to the requirements of the finance provider.
The joint applicant does not need to be an existing customer, nor does the joint applicant need to be added as a customer in the system. However, the option exists to add the joint applicant as a customer, if desired. To do this, select the Create Customer From Joint Applicant option from the Actions button at the bottom of the Joint Name and Address Maintenance window. A separate Customer Master file maintenance screen appears, providing for entry of the new customer information.
Main
Use the Main tab to enter information for the primary applicant.
Customer CodeThe Customer Code you entered on the Finance Credit Application screen appears. You cannot edit this field.
Telephone Numbers
Home PhoneThe home phone number of the applicant you entered on the Finance Credit Application screen appears. You can edit this field.
Work PhoneThe work phone number of the applicant you entered on the Finance Credit Application screen appears. You can edit this field.
Nearest RelativeEnter the number of a close relative who can be contacted in case of emergency.
Social SecurityNumber Enter the social security number of the applicant you entered on the Finance Credit Application screen.
Date of BirthEnter the birth date of the applicant you entered on the Finance Credit Application screen.
Driver's License
NumberEnter the applicant's Driver Licence Number.
Issuing StateEnter the state from which the applicant licence was issued.
Housing Indicator
Net IncomeEnter the net income of the applicant. This number represents either an annual or monthly amount depending on the setting at the following field.
Income Term
Requested AmountEnter the finance amount requested by the applicant. You can enter up to 5 digits for a maximum of $99,999.
If you accessed this screen from Sales Order Entry, the amount from the order appears here. You can edit the amount.
Joint Applicant
If you select Joint at the Joint Applicant field, the Joint Name and Address window appears before you actually access the Joint tab. You can enter name address information now or enter it later via the Actions button at the bottom of the Joint tab.
Joint
Use this tab to enter information on the joint applicant information. For this tab to be active, you must select Joint at the Joint Applicant field on the Main tab.
Customer CodeIf you created a customer record for the joint applicant (or if a customer record already exists for the joint applicant), the customer code for the joint applicant appears here. You can edit this field. However, a valid customer code is required.
If you click on the Search button, you access the Customer Code lookup from which you can make a selection. If you click on the Actions button, you access the Customer Settings file which you can use to create a customer record for the joint applicant.
Work PhoneEnter the work phone number of the applicant (or joint applicant).
Social Security NumberEnter the social security number of the joint applicant you entered on the Finance Credit Application screen.
Date of BirthEnter the birth date of the joint applicant you entered on the Finance Credit Application screen.
Net IncomeEnter the net income of the joint applicant. This number represents either an annual or monthly amount depending on the setting at the following field.
Income Term