1. Loan Collection User Guide
  2. Customer Service
  3. Customer Service screen’s Collateral tab
  4. Valuation sub tab

4.15.1 Valuation sub tab

With the Valuation sub screen, you can view the collateral or asset valuation for an account.

To view the collateral or asset valuation for an account
  1. Open the Customer Service screen and load the account you want to work with.
  2. Click Collateral tab and then Valuation.
  3. Click the Valuation sub tab to view the following information:

    Table 4-97 Valuation

    In this field View this
    Value section
    Current Select if this is the current valuation.
    Valuation Dt The valuation date of the vehicle.
    Source The valuation source.
    Edition The valuation edition.
    Supplement The valuation supplement.
    Wholesale section
    Wholesale Base The wholesale value.
    Usage The usage. This pertains to Loan and usually is entered as the current mileage.
    Retail section
    Retail Amt Specify the retail base value.
    Addons Amt (+) The add-ons value.
    Usage Value Amt (+) The usage value; that is, the monetary effect that current mileage has on the value of vehicle.
    Total Amt (=) The total value.
    Addons section
    Addons/Attributes Select the add-on/attribute.
    Value The value of the attribute.
    Amount The add-on amount.

    Note:

    Assets can have exactly one current valuation.

Parent topic: Customer Service screen’s Collateral tab