Credit Application Entry/Inquiry - 2

Program/Screen: ARCRAM/ARCRAM22

Description:

Use this screen to enter, modify, or view a credit application. Enter the applicant's owner/officer information.

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Navigation
Fields
Function Keys

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, and then advancing to this second screen of the application. 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.

Authorized By/Title

Enter the name and title of the person who authorized the credit application.

Authorization E-mail

Enter the e-mail address of the person who authorized the application.

Owner/Officer

Enter up to three owners/officers of the applicant company.

Title

Enter the owner/officer's title.

Social Security Number

Enter the owner/officer's social security number.

Address

Enter the street address of the owner/officer.

Address 2

If applicable, enter the second line of the owner/officer's street address.

Address 3

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

City/State/Zip

Enter the city, state, and postal code where the owner/officer is located.

Phone Number

Enter the phone number for the owner/officer.

D/L State and Number

Enter the owner/officer's driver's license state and number.

Referred By

Enter the name of the person who referred the applicant to your company.

Minority Owned Business

Indicate whether the applicant is a minority-owned business.

Provided Tax Exempt Certificate

Indicate whether the applicant has provided you with a tax exempt certificate.

Statements Required

Indicate whether this applicant requires monthly accounts receivable statements from you.

Purchase Order on Invoice

Indicate whether the applicant requires their purchase order number on the invoices you send.

Damage Waiver on each Contract

Indicate whether damage waiver would be charged on rental contracts for this applicant.

Restrict Signatures

Indicate whether you will only allow specific signatures from the applicant when they place orders.

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.
F8	Comments/Authorize. Not used.
F12	Cancel/Previous. Exit the program or move back a screen.