Adding Vehicle as Loan Type
To identify loan as a Vehicle Loan by adding Additional "Consumer" Loan Type in the drop-down in the Loan Information screen in Customer Service.
Vehicle Information can be added in the Collateral Screen in Customer Service Application.
Select System Administration Application: - Select the Company Table.
- Select Transaction tab.
- Under the Loan Types Serviced/Not Serviced at the bottom left of this screen, select "Consumer" and add to the Serviced field on the right.
Select the Customer Service Application: - Select Loan Info tab.
- In the "Loan Type" drop-down select "Consumer".
- Select OK.
- Select Property.
- Select Collateral.
- Select New.
- For Real Estate?, select No.
- Enter Vehicle Information.
- Select OK.
Then go to the property screen in Customer Service > Collateral > Real Estate. Select "No". Then in the Collateral Type description, enter the vehicle, and add the vehicle info below that.
ArticleNumber:
000048683