Configuring Dealer Information (1)

Screen ID:  Screen Title: Panel Number:

UIDLR-01  Indirect Dealers Active Dealer 6279

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Access this screen by selecting Tool 245: Configure Dealer Info for Indirect Lend.

SEE ALSO:

• Indirect Lending/Dealer Processing

• Linking a loan to a dealer

This is the first of two screens used to set up dealer information, including name and address, contact information, and reserve percentages. Each dealer is assigned a unique number for tracking purposes.

• To create a new dealer, use Add (F5).

• To locate a dealer in the list, use the Position to fields to enter with a Dealer ID or the Company Name. Use Enter to scroll the list to the first one that matches.

• To work with existing dealer, select the dealer in the list and use one of the following options:

Options

Option	Description
Change	Use this to modify dealer information.
Suspend	Use this to suspend a Dealer ID so that it can no longer be used to link to member accounts. One confirmation message will appear. To see dealers that have been suspended, use Show Inactive (F11). Once inactive records are displayed, you can select the record and choose the Activate option to reactivate the dealer ID. Any loans that were already linked to this dealer will not deleted. However, they will not appear on the Dealer Trial Balance / Reserve Calculation Report. Once the dealer ID has been reactivated, the loans will reappear on the reserve report.
Delete	Use this to delete the dealer ID. If any loan accounts have been linked to this dealer, a window will appear requiring you to specify a replacement dealer ID to which the loans can be linked. Use F16-ReplaceID to confirm the replacement.