Credit Application Processing

Program/Screen: ARCRAM/ARCRAMC1

Description:

Use this screen to work with existing credit applications that were entered in this program or via Wynne Systems' web-based Credit Application tool.

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Navigation
Options
Fields
Function Keys
Related Programs

Navigation

Use the filters above the columns to focus the list on the credit applications you want to work with. Use the various options to access existing applications and make changes to them or approve/decline them. Press F6 to advance to the Credit Application/Inquiry screen and create a new application.

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

Options

Option	Description
2	Change. Enter 2 in the Option field to advance to the Credit Application Entry/Inquiry screen.
4	Delete. Enter 4 in the Option field to delete a pending credit application. Press Enter twice to confirm the deletion.
5	Display. Enter 5 in the Option field to advance to the Credit Application Entry/Inquiry screen in view-only mode.
10	Comments. Enter 10 in the Option field to advance to the Credit Application Comments Inquiry program.

Fields

Status

Displays the current status of the credit application. Valid codes include:

P - Pending
A - Accepted/Approved
D - Declined

Name

Displays the name of the credit applicant.

City

Displays the city where the credit applicant is located.

Tax ID Number

Displays the credit applicant's tax ID number, if applicable.

Location

Displays the location that received the credit application.

Date

Displays the date the credit application was entered.

Area Code/Phone Number

Displays the area code and phone number of the applicant.

Zip Code

Displays the postal code where the applicant is located.

Dun & Bradstreet Number

Displays the applicant's Dun & Bradstreet (D-U-N-S) number, if applicable.

Owner/Officer 1

Displays the name of the owner or primary officer of the company applying for credit.

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.
F6	Create Credit Application. Advance to the Credit Application Entry/Inquiry screen.
F11	View. Toggle the contents of the application list. View 1 displays the customer name and the owner/officer. View 2 displays the customer name, address, and tax ID. View 3 displays the customer name, phone number, postal code, and D&B number.

Related Programs

Customer Master Maintenance

Credit Approval Maintenance