2. Wholesale Floor Planning Setup

This chapter explains how to use the Wholesale Floor Planning Setup window to set up the WFP module in Oracle Financial Services Lending and Leasing.

Note

Although WFP is a separate module, it uses the Oracle Financial Services Lending and Leasing system’s seed data, as well as lookup codes defined on the Setup menu’s Admin­istration form. The Wholesale Floor Planning Setup form only records setup data specific to the WFP module (just as the Setup menu’s Product module records data specific to the Loan, Line of Credit, and Lease modules.)

Please do not set up the Wholesale Floor Planning module until after you have completed all other aspects of Oracle Financial Services Lending and Leasing setup.

2.1 Set up the WFP Lookups

Note

For more information about lookups, see this section of the Lookups link (Lookups Set­up Screen) in the Administration System Setup of this guide.

To set up the WFP lookups

1. On the Oracle Financial Services Lending and Leasing home screen, click the Setup master tab.
2. Click the Administration bar link.
3. In the Administration screen’s link bar, click the System drop-down link, then click Lookups.
4. In the Lookups Setup screen’s Lookup Types section, the following lookup codes apply to the WFP module:

2.1.1 Set up the WFP Parameters

Lookup Type:	Description:
WFP_ACCR_BASE_DAYS_CD	BASE DAYS FOR COMPUTING ACCRUALS IN WFP
WFP_ADJUSTMENT_REASONS_CD	BATCH FILE ADJUSTMENT REASONS
WFP_ADJUSTMENT_TYPES_CD	BATCH UNITS FILE ADJUSTMENT TYPES
WFP_BATCH_STATUS_TYPES_CD	BATCH UNITS FILE STATUS TYPES
WFP_CL_ALTER_ACTIONS_CD	ALTERATION ACTION ON CREDIT LINES IN WFP
WFP_CL_ALTER_REASONS_CD	CREDIT LINE CHANGE REASONS
WFP_CONDITION_REASONS_CD	UNIT CONDITION REASONS
WFP_DELAY_DAY_BASIS_CD	DELAY DAY BASIS
WFP_FEE_CALC_METHODS_CD	FEE CALCULATION METHODS
WFP_GL_HEADER_SEGMENTS	GL HEADER SEGMENTS (SUB CODE USED FOR LABELS IN GLIS03)
WFP_LEVEL_IND_CD	SUB-TRANSACTION LEVEL INDICATORS
WFP_MONETARY_REASONS_CD	MONETARY TRANSACTION REASONS
WFP_PMT_MODES_CD	PAYMENT MODES OR METHODS
WFP_PMT_REASONS_CD	PAYMENT REASONS
WFP_PMT_STATUS_TYPES_CD	PAYMENT STATUS TYPES
WFP_PMT_TYPES_CD	PAYMENT TYPES
WFP_PRODUCER_STATUS_­TYPES_CD	WHOLESALE PRODUCER STATUS
WFP_RATE_REASONS_CD	RATE CHANGE REASONS
WFP_RESCHED_REASONS_CD	UNIT RE-SCHEDULING REASONS
WFP_TXN_ACTION_TYPES_CD	TRANSACTION ACTION TYPES FOR FLOOR PLANNING
WFP_TXN_BALANCE_TYPE_CD	WHOLESALE FLOOR PLAN WFP WBT BAL­ANCE CD CODES
WFP_TXN_SUB_TYPES_CD	TRANSACTION SUB TYPES (SUB CODE USED FOR INDICATING BALANCE)
WFP_TXN_TYPES_CD	FLOOR PLANNING TRANSACTION TYPES
WFP_UNIT_ASSET_TYPE_CD	WHOLESALE FLOOR PLAN ASSET TYPES
WFP_UNIT_COND_ACTION_CD	ACTION ASSOCITED WITH THE WFP UNIT CONDITION
WFP_UNIT_COND_REASONS_CD	UNIT CONDITION REASONS
WFP_UNIT_COND_TYPES_CD	UNIT CONDITION TYPES
WFP_UNIT_STATUS_REASONS_CD	UNIT STATUS CHANGE REASON
WFP_UNIT_STATUS_TYPES_CD	UNIT STATUS TYPES
WFP_UNIT_TYPES_CD	FLOOR PLAN UNIT TYPES
WFP_WCP_CEIL_INDEX_CD	WHOLESALE FLOOR PLAN WFP WCP CEIL INDEX CD CODES
WFP_WCP_MARGIN_INDEX_CD	WHOLESALE FLOOR PLAN WFP WCP MAR­GIN INDEX CD CODES
WFP_WCP_UNIT_CD	WHOLESALE FLOOR PLAN WFP WCP UNIT CD CODES
WFP_WFR_FEE_CALC_­METHOD_CD	WHOLESALE FLOOR PLAN WFP WFR FEE CALC METHOD CD CODES
WFP_WIB_LEVEL_IND_CD	WHOLESALE FLOOR PLAN WIB LEVEL INDI­CATOR CODES

The following parameters apply to the WFP module:

• WFP_MAX_CYCLES_BACKDT
• WFP_REVERSE_TXN_IND

Wholesale Floor Planning parameters are set up at the system level.

System level parameters

In setting up system level parameters for wholesale floor planning, you will need to know the answer to the following two questions:

• The number of cycles back dated
• Which transactions use the reverse indicator?

Note

For more information about system level parameters, see this section of Parameters link (Parameters Setup screen) in the Administration System Setup of this guide.

To set up the WFP parameters at the system level

1. On the Oracle Financial Services Lending and Leasing home screen, click the Setup master tab.
2. Click the Administration bar link.
3. In the Administration Setup link bar, click the System drop-down link, then click Parameters.
4. Click the Parameters drop-down link, then click System.
5. On the System Parameters Setup screen’s System Parameters section, search for and set up the following parameters:

Parameter:

WFP_MAX_CYCLES_BACKDT

Description:

WFP TRANSACTION NO.OF CYCLES BACKED

Parameter Value:

Type the number of cycles backed.

Parameter:

WFP_REVERSE_TXN_IND

Description:

WFP REVRESAL OF TXN INDICATOR

Parameter Value:

Type the number of cycles backed.