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Siebel Finance Guide > Managing Commercial Loans > Setting Up Facilities (End User)The Facility Set Up view allows end users to associate the borrowers of a commercial loan request with a corresponding facility. To share one facility between two companies
When end users create new records in the loan facility list, an Association dialog box displays all facilities under the company group name. The user can select an existing facility for a facility that is renewed or create a new one for a new facility. Creating a New Facility and Associate a BorrowerUse the following procedure to create a new facility and associate a borrower. To create a new facility and associate a borrower
NOTE: When an existing facility is selected, some fields in the Facility Set Up views are automatically populated using information in the Financial Account screen. Additionally, when you select an existing facility, all other information related to this facility, such as prices, fees, and covenants, is copied over to the new request. |
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