2.12 Producer Cycles
The Producer setup screen enables you to define the dealer or producer status cycle. This tells the system which status a producer can cycle through. (This information is recorded in the Status field on the Producers section of the Producer setup screen.
For example,
The Producer Setup screen also defines the user responsibilities capable of changing the producer status.
Note:
The system enables only producers/dealers with a status of ACTIVE to fund contracts.To set up Producer Cycles
- On the Oracle Financial Services Lending and Leasing home screen, click Setup > Setup > Administration > System > Producer Cycles.
- The system displays the Producer Cycles screen. The producer cycle screen contains three section:
- Cycle Definition
- Current/Next Status
- Status Change Responsibilities
- In the Cycle Definitions section, you can view the following information.
Table 2-59 Cycle Definitions
Field View This Cycle Displays the cycle name. Type Displays the cycle type. - In the Cycle/Next Status section, perform any of the Basic Operations mentioned in Navigation chapter.
A brief description of the fields is given below:
Table 2-60 Cycle/Next Status
Field Do this Current Code Select the current code from which you need to perform transition, from the drop-down list. Next Code Select the code to which you need to perform transition, from the drop-down list. - Perform any of the Basic Actions mentioned in Navigation chapter.
- In the Status Change Responsibilitiess section, perform any of the Basic Operations mentioned in Navigation chapter.
A brief description of the fields is given below:
Table 2-61 Status Change Responsibilities
Field Do this Responsibility Code Select the responsibility that will be capable of executing this transition, from the drop-down list. Allowed Indicator Check this box to enable the responsibility to execute the transition.
Parent topic: Administration System