Report Financing Credit Expirations

(Credit Approval Expiration)

Access

This report provides a listing of approved, un-delivered financed orders. The report shows the date the order was written and the date the approval expires, based on the Valid Approval Days in the Financing Payment Plan Settings. The written date and estimated delivery date of the order display, along with an indication if the item is on a manifest. This report can be helpful in scheduling delivery dates and determining which orders may need new approval numbers. Once the report criteria have been selected, click Run to produce the report.

The output of this report may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

 District

Store LocationEnter the locations you want to include in this report. If you know the code of the location, enter it directly. If you click on the Arrow, you can choose a location from the list that appears. If you select Multiple Locations from the list, you access the Multiple Locations Selection Window, from which you can choose one or more locations. You can also access the Multiple Locations Selection window if you click on the Action button An outlet to additional routines and functions. Identified by a blue button with a white ellipsis, Action buttons appear next to fields.. If you click on the Search button in the Multiple Locations Selection Window, you access the Multiple Selection Lookup Window. Use this window to select all locations (that is, all locations available to you) by clicking on Select All.

At this and any other Location field, the locations you see (that is, the list of locations available to you) may be affected by Regional Processing restrictions.

Finance ProviderIndicate a specific finance provider for which the report will be run, or leave the field blank to report on all providers. You may click the Search button to select from a list of finance providers.

Payment TypeIndicate a specific finance payment type for which the report will be run, or leave the field blank to report on all payment types. You may click the Search button to select from a list of payment type codes.  

Days Until ExpirationEnter the number of days - Valid Approval Days from the Financing Payment Plan Settings (3rd Party Payment Type) record - until the financing approval expires. The report will include orders whose financing will expire in this number of days. Entry in this field is mandatory.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.