Credit Application Entry/Inquiry - 1

Program/Screen: ARCRAM/ARCRAM12

Description:

Use this screen to enter, modify, or view a credit application.  Enter the applicant's identifying information like address, phone number, tax ID, and type of business.

 

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• Navigation

• Fields

• Function Keys

• Related Programs

• Special Topics

 

Navigation

Access this screen by entering 2 or 5 in the Option field for an existing credit application, or by pressing F6 on the Credit Application Processing screen.  If a credit application is pending, you can make modifications to it, or you can use F6 to accept or decline the application.  When you accept the application, a customer master record is created.  Once a credit application has been accepted or declined, you can only view it.

 

Unique Credit Application Processing Screens

Credit Application Processing

Credit Application Entry/Inquiry - 1

Credit Application - Approve/Decline

Credit Application Entry/Inquiry - 2

Credit Application Entry/Inquiry - 3

Credit Application Entry/Inquiry - 4

 

Fields

Application Number

Displays the number the system assigned to the credit application.

 

Sales Person

Enter or accept the number of the salesperson who entered the application.

 

Location

Enter or accept the location that took the credit application.

 

Manager's Initials

If applicable, enter the credit manager's initials to indicate they have reviewed the application.

 

Applicant Name

Enter the name of the credit applicant.  This could be an individual or a company name.

 

Address

Enter the street address of the applicant.

 

Address 3

If applicable, enter another line of the applicant's street address such as, Suite 710.

 

Phone Code/Number

Enter the code that represents the type of phone number, and enter up to five phone numbers.

 

Name 2

If applicable, enter the name of the co-applicant.

 

Address 2

Enter the co-applicant's street address.

 

City/State/Zip

Enter the city, state, and postal code where the applicant is located.

 

SIC Code

Enter a code to place this applicant into a standard industry classification.  This setting is useful when sending out marketing information that you want to apply to a specific industry such as contractors or carpenters.

 

Application

Enter or accept the date the credit application was created.

 

Tax ID

Enter the applicant's tax identification number.  For an individual, this is typically their social security number.  For a company, it is their federal tax ID number.

 

Established

Enter the date that the applicant was established in business.

 

International Billing Address 1

If applicable, enter the first line of an international street address for the applicant.

 

International Billing Address 2

If applicable, enter the second line of an international street address for the applicant.

 

International Billing Address 3

If applicable, enter the third line of an international street address for the applicant.

 

City/State/Zip

If applicable, enter the city, state, and postal code for the applicant's international address.

 

E-mail Address

Enter the applicant's e-mail address.

 

Web Site URL

Enter the address of the applicant's web site.

 

Estimated Monthly Amount

Enter the applicant's estimated monthly income.

 

Own/Rent

Indicate whether the applicant owns (O) or rents (R) their home.

 

Previous Customer

Indicate whether the applicant was previously a customer of yours.

 

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In Business Of

Enter the type of business or industry the applicant is in.

 

Formed As (C/P/S)

Enter the code that represents how the business was formed for financial and tax purposes.  Valid codes are:

• C - Corporation

• P - Partnership

• S - Self-proprietorship

 

Application/Class

Enter a classification for the applicant.

 

Contractor's License

If applicable, enter the applicant's contractor's license number.

 

D-U-N-S Number

If applicable, enter the applicant's Dun & Bradstreet account number.

 

Apply Taxes (Sales)

Indicate whether to apply taxes to the sale of parts or merchandise for this applicant.

 

Apply Taxes (Rentals)

Indicate whether to apply taxes to the rental of equipment for this applicant.

 

Resale Number

If applicable, enter the applicant's resale number if they are sales tax exempt.

 

Bank Name/Address

Enter the name and address of the applicant's bank.  You can enter information for two banks.

 

Account Number

Enter the applicant's bank account numbers.

 

International Bank Phone Number

Enter the bank's international phone numbers.

 

Function Keys

Function Key	Description
F1	Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.
F3	Exit.  Exit the page or program.
F4	Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.
F6	Accept/Decline.  Open the Accept/Decline popup window.
F7	Toggle Regular/Extended Address.  Toggle the screen between displaying international addresses and domestic addresses.
F8	Comments/Authorize.  Not used.
F12	Cancel/Previous.  Exit the program or move back a screen.

 

Related Programs

Customer Master Maintenance

 

Special Topics

Credit Application quick guide

 

 

 

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