Loans > Loan Screens > Optional Products Screen Group > Ancillary Products Screen

Use this field group to enter information about the ancillary product being created/edited.

This screen is primarily used for informational purposes. Properly creating or canceling an ancillary product (and returning a refund) on a customer account requires transactions run on the appropriate General Ledger accounts. Information about ancillary products properly processed in GOLDTrak PC appears on this screen.

Information entered on this screen is also included on the United Motor Club Report and Transmission (FPSRP290).

lopap_productinfo

The fields in this field group are as follows:

Field	Description
Type* Mnemonic: MCPDCD	Use this field to indicate the type of the ancillary product being created/edited. Ancillary product types are set up by GOLDPoint Systems for your institution.
Term Mnemonic: MCTERM	Use this field to indicate the term (in months) of the ancillary product being created/edited.
Membership Type Mnemonic: N/A	Use these radio buttons to indicate whether the ancillary product policy being created/edited is for an individual or a family.
Amount Mnemonic: MCPDCP	Use this field to indicate the actual amount paid by the customer for the ancillary product being created/edited.
Net Amount Mnemonic: MCNET	Use this field to indicate the cost amount for the ancillary product being created/edited, minus any promotions offered.
Commission Mnemonic: MCCOMM	Use this field to indicate the commission amount earned on the ancillary product being created/edited. Commission amounts are established by your institution. GOLDPoint Systems must set up commission information in GOLDTrak PC.
Effective/Expiration Mnemonic: MCDTEF/MCDTEX	Use these fields to indicate the date the ancillary product being created/edited becomes effective and the date it will expire.
Date Funded Mnemonic: MCFUND	Use this field to indicate the date the ancillary product being created/edited was funded.
Refund Mnemonic: MCRFND	Use this field to indicate the amount of the refund issued if the customer canceled the ancillary product being created/edited. This field does not process any debits from your institution's designated General Ledger account, nor does it write a check. A Bank Check transaction (tran code 1440) or G/L Miscellaneous Debit transaction (tran code 420) must be manually run through GOLDTeller to issue this refund amount. In the event the customer wants this refund amount to go toward the loan, a Principal Debit (Field Debit) transaction (tran code 510) must be manually run for the account through GOLDTeller.
Refund Date Mnemonic: MCRFDT	If a Refund is run, use this field to indicate the date the refund was issued.
Remittance Mnemonic: MCRMIT	Use this field to indicate the portion of the Amount that is sent to the company providing the policy. This value is the Net Amount minus Commission.

	GOLDPoint Systems Only: Ancillary product types are set in GOLDPoint Systems > IMAC Tables, Ancillary Products Types (FPMCPDCD).