|
Dealer list view/search fields/info fields |
  
|
Navigation: Dealer Setup > Dealer Setup Screens > Dealers Screen >
Dealer list view/search fields/info fields
|
Dealer list view/search fields/info fields |
|
These fields are visible at the top of the Dealers screen regardless of which tab is selected.
The list view at the top of this screen displays information about all dealers currently set up at your institution. See below for details about the information displayed in this list.
Type: This column indicates whether the dealer is designated as a Dealer, Manufacturer, or Distributor.
Number (see below)
Status: This column indicates the dealer's status (as determined by the Inactive field below). |
Use the search fields above the list view to search the system for previously created dealer records. Once information is entered in these fields and <Search> is clicked, the list will display all dealer records that match the indicated search criteria. Open the link below to learn more about conducting a search using these fields.
If the Number of the desired dealer is available, enter the number in the Single Search field and press <Get>. Otherwise, use the other Search fields to perform a system search. Up to three search parameters can be indicated in the Search field group. Increasing the number of search parameters will decrease the number of results returned. To search the system for dealer records, follow the instructions below:
1.Use the Search fields on the left to indicate the type of record to search the system for. Possible selections are Name, Parent Name, City, State, ZIP, and Phone.
2.Use the Search Data fields to indicate search terms that correspond to the record types indicated in the Search fields. The system will search for record types containing the indicated terms.
3.Use the From and To fields to indicate the range of dealer Numbers to include in the system search. Only dealers whose Numbers fall within the indicated range will be included in the search.
4.Use Include Inactive to indicate whether dealers designated as inactive will be included in the search.
5.Use the Show radio buttons to indicate which kind of entity will be searched. Possible selections are Dealers, Manufacturers, or Distributors.
Once all necessary information has been entered in this field group, click <Search>. All dealer records that match the indicated search parameters will appear in the list view. |
The following basic information fields appear beneath the list view:
Field |
Description |
|
Mnemonic: DLNMBR |
Use this field to indicate the ID number of the dealer being created on this screen. Once a dealer has been added to the system (and appears in the list view), this number cannot be changed. An option is available that will automatically enter the ID number for each dealer in the order they are created. This option, Use Auto Numbering for Dealer System, is found on the Options screen. |
|
Mnemonic: DLGRPN |
Use this field to indicate the dealer group the dealer being created/edited belongs to. Dealer groups must first be set up on the Loans > System Setup Screens > Dealer Groups screen before they can be selected in this field. |
|
Mnemonic: DLIADT |
Use this field to indicate whether the dealer being created/edited is currently actively processing loans with your institution. |
|
Mnemonic: DLIADT |
This field indicates the most recent date the activity status of the selected dealer was changed (using the Inactive field above). |
|
Mnemonic: DLEMPX |
This field indicates the name of the employee who most recently changed the activity status of the selected dealer (using the Inactive field above). |
