2.5 User Defined Defaults
The User Defined Defaults Setup screen allows you to set up default values to automatically populate in frequently used fields on the Application Entry screen. This streamlines the data entry process when entering an application.
To set up the User Defined Defaults
- Click Setup > Setup > Administration > System > User Defined Defaults.The system displays User Defined Defaults screen.
- In the Application Defaults section, perform any of the
Basic Operations mentioned in Navigation chapter.
A brief description of the fields is given below:
Table 2-12 Application Defaults
Field Do this Org Select the organization for which these defaults are applicable from drop-down list. Division Select the division for which these defaults are applicable from dropdown list. Application Defaults Company Select the company from the drop-down list. Branch Select the branch from the drop-down list. Priority Select the priority from the drop-down list. Channel Select the channel from the drop-down list. Producer Type Select the producer type from the drop-down list. Purpose Select the purpose from the drop-down list. Product Select the product from the drop-down list. Applicant Defaults Relation Type Select the applicant relation type from the drop-down list. Gender Select the applicant gender from the drop-down list. Marital Status Select the applicant marital status from the drop-down list. Language Select the applicant language from the drop-down list. ECOA Select the applicant ecoa from the drop-down list. Class Type Select the applicant class type from the drop-down list. Race National Origin Select the applicant race or national origin from the drop-down list. Privacy Opt-Out Check this box to indicate that the applicant has elected to refrain from the non-public sharing of information. Address Defaults Address Type Select the address type from the drop-down list. Postal Type Select the postal address type from the drop-down list Street Pre Select the street pre type from the drop-down list. Street Type Select the street type from the drop-down list. Street Post Select the street post type from the drop-down list. Country Select the country from the drop-down list. Rent Amount Specify the rent amount. The system defaults this rent amount if the rent amount received from the interface is zero.
This rent amount will be defaulted for a new application also.
State Frequency Select the stated frequency from the drop-down list. Actual Frequency Select the actual frequency from the drop-down list. Ownership Select the ownership type from the drop-down list. Employment Defaults Type Select the employment type from the drop-down list. Occupation Select the occupation from the drop-down list. Country Select the country from the drop-down list. Stated Frequency Select the stated frequency from the drop-down list. Actual Frequency Select the actual frequency from the drop-down list. Income Defaults Income Type Select the income type from the drop-down list. Frequency Select the frequency from the drop-down list. Liability Defaults Liability Type Select the liability type from the drop-down list. Frequency Select the frequency from the drop-down list. Asset Defaults Status Select the asset status from the drop-down list. Condition Select the asset condition from the drop-down list. Country Select the country from the drop-down list. Vehicle Defaults Asset Type Select asset type from the drop-down list. Sub Type Select asset sub type from the drop-down list. Class Select the asset class from the drop-down list. Valuation Source Select the asset valuation source from the drop-down list. Home Defaults Asset Type Select asset type from the drop-down list. Sub Type Select asset sub type from the drop-down list. Class Select the asset class from the drop-down list. Occupancy Select the occupancy type from the drop-down list. Valuation Source Select the asset valuation source from the drop-down list. Other Defaults Asset Type Select asset type from the drop-down list Sub Type Select asset sub type from the drop-down list. Class Select the asset class from the drop-down list. Valuation Source Select the asset valuation source from the drop-down list Comment Defaults Comment Type Select the comment type from the drop-down list. Comment Sub Type Select the comment sub type from the drop-down list. - Perform any of the Basic Actions mentioned in Navigation chapter.
Parent topic: Administration System