Finance Application

Access

Use this process to create new finance applications and maintain existing applications.  Use the main screen of the process to gather customer information required for all finance applications, regardless of provider. After you enter this information, you specify a finance provider at the Finance Provider field. From this point on, the finance provider you select determines the procedure. You have the following provider options:

• Wells Fargo

• GE Capital

• American General Finance

• Encompass

• Capital One

• TD Bank

• Genesis Financial Solutions, Atlanticus, Alliance Data Services (ADS), Tidewater Finance Co.  - These providers interface with STORIS using the standard online 3rd party finance interface. Unlike the other providers listed above, these companies utilize our standard application entry form.

To edit existing applications, you must have access via the Access credit applications for third party on-line financing field in the Receivables User/User Group security settings.

You can access the application process from any of the following areas:

• From Sales Order Entry or Enter an Exchange via the Actions button at the top of the Payment tab - select Finance Application.

• From the Financing menu - select Finance Application.

Selling StoreEnter the code of the store at which you are submitting the application. If you click the arrow button, a list of valid store location appears from which you can choose. If accessing from Sales Order Entry, the selling store defaults.  

Customer CodeEnter the code of the customer for whom you are submitting this credit application. If you click on the Search button, the Search for a Customer screen appears from which you can select a customer code. To create a new customer code "on-the-fly Performed simultaneously, in the midst of another routine.," click the Action button at this field to access the Customer Settings screen. If accessing from Sales Order Entry, the selling store defaults.  Once you specify a customer code, the customer name and address information displays on the screen.  

Finance ProviderEnter the code of the finance provider to whom you are submitting this application. If you click the Arrow button, a list of valid finance providers appears from which you can choose.

When processing new finance applications, the Continue button at the top of this screen is active. Once all fields on the initial screen are complete, click Continue to proceed to the second (Finance Application Entry) screen for the selected provider.