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. Dashboards
2.1 Introduction
2.2 Dashboards
2.3 User Productivity
2.4 System Monitor
2.4.1 Monitoring Batch Jobs
2.4.2 Monitoring Jobs
2.4.3 Monitoring Services
2.4.4 Database Server Log Files
2.4.5 Parked Transactions
2.4.6 Monitoring Users
2.4.7 Monitoring JMS Queues
2.4.8 Monitoring Events
2.5 Producer Analysis
2.6 Process Files
2.6.1 Incoming Process File
2.6.2 Proration of Future Account Dues
2.6.3 Outgoing Process File
3. Wholesale Floor Planning
3.1 WFP Maintenance Screen
3.2 Assumptions
3.3 Restrictions
3.4 Note
4. Producers
4.1 Introduction
4.2 Producers
4.2.1 Balances sub tab
4.2.2 Transactions sub tab
4.2.3 Credit Lines sub tab
4.2.4 Comments sub tab
4.2.5 Tracking Attributes sub tab
4.2.6 Audit sub tab
5. Credit Lines
5.1 Introduction
5.2 Credit Lines Screen
5.2.1 Balances sub tab
5.3 Transaction sub tab
5.3.1 Credit Limit History sub tab
5.3.2 Units sub tab
5.3.3 Comments sub tab
5.3.4 Tracking Attributes sub tab
5.3.5 Audit sub tab
6. Units
6.1 Introduction
6.2 Units Screen
6.2.1 Units Details
6.2.2 Balances Sub tab
6.2.3 Transaction sub tab
6.2.4 Payoff Quotes sub tab
6.2.5 Rate Change sub tab
6.2.6 Reschedule Change sub tab
6.2.7 Status Change sub tab
6.2.8 Conditions sub tab
6.2.9 Assets sub tab
6.2.10 Comments sub tab
6.2.11 Tracking Attributes Sub tab
6.2.12 Audits sub tab
7. WFP Payments Batch
7.1 Introduction
7.2 Payments Batch
8. WFP Units Batch
8.1 Units Batch
9. Oracle Financial Services Lending and Leasing Reports
9.1 Amortized Txns Log By GL Post Dt - Lease
9.2 Amortized Txns Log By GL Post Dt - Line
9.3 Amortized Txns Log By GL Post Dt - Loan
9.4 GL Posting Log
9.5 Monetary Txns Log By GL Post Dt - Lease
9.6 Monetary Txns Log By GL Post Dt - Line
9.7 Monetary Txns Log By GL Post Dt - Loan
9.8 Payment Allocations Log By GL Post Dt - Lease
9.9 Payment Allocations Log By GL Post Dt - Line
9.10 Payment Allocations Log By GL Post Dt - Loan
9.11 Pool Txns Log By GL Post Dt
9.12 Producer Monetary Txns Log By GL Post DT
9.13 WFP Reports
9.14 WFP Audit Verification Report
9.15 WFP Credit Lines and Outstanding Summary
9.16 WFP Inventory Finance Statement
9.17 WFP Inventory Financing Statement Summary
9.18 WFP Open Portfolio Duplicate ID Report
9.19 WFP Outstanding Summary by Branch
9.20 WFP Unit Balances / Pay-off Quote Report
Appendix A: Rounding Amounts and Rate Attributes
Appendix B: Payment Amount Conversions