Coupon Format Setup Screen |
  
|
Navigation: Loans > Loan Screens >
Coupon Format Setup Screen |
|
Use this screen to view, create, and edit institution-defined loan payment coupon formats for your institution. Coupons can be printed from the Loans > Account Information > Additional Loan Fields and Loans > Marketing and Collections screens. Institution Option SCPB must be enabled for the coupon printing feature to be available.
Coupons are attachments included with printed statements that customers mail in with their loan payments (if your institution uses coupons in billing). Coupons typically provide customers with fields to fill out information about a payment (customer name, loan ID number, date, etc).
Loans > Coupons > Coupon Format Setup Screen
The list view at the top-left of this screen contains all coupon formats that have been set up for your institution on this screen. Select a previously created format in this list view to edit that format in the fields on this screen, or click <New Format> to create an entirely new format. To create/edit a coupon format, enter information in the fields on this screen and use the Coupon format grid to design the layout (by clicking and dragging fields from the Available Print Field Labels list view or the User-Defined Text field).
If your institution wants to create multiple formats with similar settings or designs, this creation process can be shortened by selecting a format in the list view and clicking <Copy Format..>. Once <Copy Format..> is clicked, this screen will be populated by the selected format's information. The necessary changes can then be made in the fields on this screen (and the format grid) before clicking <Save Format> to save the altered format as a new format.
Click <Save Format> to make the newly created/edited format appear in the list view. Click <Delete Format> to delete the format selected in the list view. Use <Print Preview> and <Print Test> to verify the appearance of the coupon as it will appear when distributed by your institution.
The fields on this screen are as follows:
Available Print Field Labels list view
|
Record Identification: The fields on this screen are stored in the CSNM record (Coupon Format Master). You can run reports for this record through GOLDMiner or GOLDWriter. See CSNM in the Mnemonic Dictionary for a list of all available fields in this record. Also see field descriptions in this help manual for mnemonics to include in reports. |
|---|
In order to use this screen, your institution must:
•Subscribe to it on the Security > Subscribe To Mini-Applications screen.
•Set up employees and/or profiles with either Inquire (read-only) or Maintain (edit) security for it on the CIM GOLD tab of the Security > Setup screen. |
