1. WFP Setup Guide
  2. Balances
  3. Balances Link

7.2 Balances Link

To view the Balance Types link

On the Oracle Financial Services Lending and Leasing home screen, click Setup > Setup > WFP > Balances.

  1. In the Balance Types section, select the record you want to work with.

    Figure 7-1 Balance Types


    Description of Figure 7-1 follows
    Description of "Figure 7-1 Balance Types"

    Note:

    If you choose, use Search Criteria to limit the display of records.
  2. In the Balance Types section, view the following display only information:

    Table 7-1 Balance Types

    In this field View this
    Type The transaction type.
    Code The balance code.
    Description The description.
    Level The balance level. This indicates whether the balance is computed at PRODUCER, CREDIT LINE, or UNIT level.
    Enabled Select to enable the balance types. When this check box is clear, Oracle Financial Services Lending and Leasing will not compute this balance from that date on for all new producers, credit lines, or units.

    Note:

    The balance types PRINCIPAL BALANCE and INTEREST should be enabled at the UNIT level.

Parent topic: Balances