Finance Application Management

• Accounting > Financing > Electronic Transmittal > Finance Application Management

Use this field to filter the grid display by store location. Click the Search button to access the Multiple Selection Lookup Window, where you can select one or more store locations.

Use this field to filter the grid display by salesperson code. Click the Search button to access the Multiple Selection Lookup Window, where you can select one or more salesperson codes.

To filter the grid display by application creation date, click the calendar icon and select a start date. You can specify a Start Date and an End Date to filter by date range, or you can specify only a start or end date.

To filter the grid display by application creation date, click the calendar icon and select an end date. You can specify a Start Date and an End Date to filter by date range, or you can specify only a start or end date.

You can filter the grid display by the current status of the application, or you can display all regardless of status. Click the Arrow button and select All, Open, or Complete.  

Finance Application - Use this option to access the Finance Application screen where you can create a new finance application.

If you specify filters, use the Tab key to apply the filters and refresh the grid display. The following columns display in the grid. If you select a line from the grid, the Manage Customer Applications screen displays.

• Status - The status of the application listed - Open or Complete - displays.

• Customer Code - The number of the customer for whom the application was created displays.

• Tier - If using the finance queue to assign a provider, this column displays the tier number.

• Name - The customer's name displays.

• Store - The store where the application was created displays.

• Create Date - The date the application was created displays.

• Create Time - The time the application was created displays.

• Last Submission - The latest date that the application was submitted is displayed.  

• Salesperson - The salesperson associated with the application displays.

• Requested Amount - The amount of financing requested displays.

• Approved Amount - The approved financed amount is displayed.