General
Application Withdrawal Code Details
Purpose To allow the setup of Application Withdrawal Codes Access Checklist | Setup | Application Withdrawal Codes Dialog Details Details Specific Fields Field Explanation Source
Application Withdrawal Code Browse
Purpose To provide a list of Application Withdrawal Codes which match the specified search criteria Access Checklist | Setup | Application Withdrawal Codes Search Criteria
Disbursement Browse
Purpose To allow the creation of a Cashbook entry to post to the Dealer Account to offset Loan Payout Liabilities. Access Quotes | Edit Account Quote Details | Search Criteria
Checklist Type Browse
Purpose To provide a list of Checklist Types which match the specified search criteria. Access Checklist | Setup | Checklist Types F2 in Checklist Type field on the Account Quote Details dialog Search Criteria
Checklist Browse
Purpose To provide a list of Checklists which match the specified search criteria Access Checklist | Browse Checklist Search Criteria Browse Specific Search Criteria Field Explanation Client [F2] to select a Client Account Quote [F2] to select the ...
Account Quote Variable Field Browse
Purpose To provide a list of Variable Fields that have been established Access Quote | Edit/View Account Variable Fields [F2] Lookup from the Account Quote Profile Details dialog Search Criteria
Account Quote Profile Browse
Purpose To provide a list of Quote Profiles that have been established Access Quote | Edit/View Account Quote Profiles [F2] Lookup on the Profile field Search Criteria
Quote Disbursement Process
Purpose To create a Direct Credit Cashbook batch when a quote is turned into a live account that requires multiple creditors to be paid out. Access Quote | Access Quotes | Initial Setup This process requires the Quote Variable Field Details Payout ...
Account Quote Profile Details
Purpose The Account Quote Profile determines the default values and variable field names on the Quote Financial Details dialog Timing Account Quote Profiles may be setup at any time Access Quote | Edit/View Account Quote Profile [F2] Lookup on the ...
Account Quote Details
Purpose To enter the client and finance information required to produce loan documentation. If the loan is approved, the Quote details will be made directly into an Account. Timing Quotes may be created at any time Access Quote | Access Quotes | | ...
Account Quote Variable Field Details
Purpose Allow the setup of rules which automatically prefill the Finance dialog with values. Access Quote | Edit/View Variable Fields [F2] on the Variable Field lookup field on the Account Quote Profile Details dialog Dialog Details Detail Specific ...
Creating a Lease Quote from a Quote Cost Model
Purpose To create a Lease Quote using the Quote Cost Models imported via the API. Access Quote | Access Quotes - Add - Add Process When creating a Lease Quote with the Quote Cost Models from the API Import when you Add a new Quote the below dialog ...
Quote Import Browse
Purpose To view the Quote Cost Models imported via the ampasand API for Lease Vehicle Quotes. Access Quote | Edit/View Quote Import Details Dialog Details Search Specific Fields Field Description Active This will default to show active entries only, ...
Edit Quote Import Details
Purpose To edit and view the Quote Cost Models imported via the ampasand API for Lease Vehicle Quotes. Access Quote | Edit/View Quote Import Details Dialog Details Detail Specific Fields Field Description Make Read only field. Model Read only field. ...