Table of Contents

1. Navigation

  • 1.1 Audience
  • 1.2 Conventions Used
  • 1.3 Logging In
  • 1.4 Template and Navigation
  • 1.4.1 Home Screen
  • 1.4.2 Screens
  • 1.5 Common Operations
  • 1.5.1 Basic Operations
  • 1.5.2 Basic Actions
  • 1.5.3 Personalization Options
  • 1.5.4 De-supported Special characters
  • 1.5.5 Skip Zip Code Validation
  • 1.5.6 Export data to Excel
  • 1.6 Keyboard Compatibility
  • 1.6.1 Keyboard Compatibility
  • 1.7 Tool Tips
  • 1.8 Accessibility
  • 1.8.1 Understanding Accessibility
  • 1.8.2 Application Accessibility Preferences
  • 1.8.3 Documentation Accessibility Preferences

    • 2. Wholesale Floor Planning Setup

  • 2.1 Set up the WFP Lookups
  • 2.1.1 Set up the WFP Parameters

    • 3. Index Rates

  • 3.1 Introduction
  • 3.2 Index Rate Link

    • 4. Fees

  • 4.1 Introduction
  • 4.2 Fees Link

    • 5. Pricings

  • 5.1 Introduction
  • 5.2 Pricing Link

    • 6. Contracts

  • 6.1 Introduction
  • 6.2 Contracts Link

    • 7. Balances

  • 7.1 Introduction
  • 7.2 Balances Link

    • 8. Transactions

  • 8.1 Introduction
  • 8.2 Transaction Codes Link

    • 9. Spreads

  • 9.1 Introduction
  • 9.2 Spreads Link

    • Appendix A: Late Fee Methods Definitions

    Appendix B: Rounding Amounts and Rate Attributes

    Appendix C: System Parameters

  • C.1 Introduction
  • C.2 System Parameters
  • C.3 Organization Parameters
  • C.4 Company Parameters
  • C.5 Other Parameters