1. WFP User Guide
  2. Units
  3. Units Screen
  4. Conditions sub tab

6.2.8 Conditions sub tab

Oracle Financial Services Lending and Leasing changes the condition of the unit on the WFP screen.
To change the condition of a unit
  1. On the Oracle Financial Services Lending and Leasing home screen, click WFP > WFP > Units > Conditions.
  2. In the Producers section, select the producer with the units you want to work with.
  3. In the Credit Lines section, select the active credit line with the units you want to work with.
  4. In the Units section, select the unit you want to work with.
    The Condition section enables you to change the condition of the unit.
  5. In the Condition section, enter the following information:

    Table 6-8 Condition section

    In this field Do this
    Condition Select the condition related to the unit (required).
    Action Select the action related to condition of the unit (required).
    Effective Dt Enter the date from when the new condition is effective. The default value is the GL post date (required).
    Reason Select the reason for the condition change (required).
    Comments Enter any comments associated with the condition (optional).
  6. In the Condition section, click Apply to apply the new condition on the unit.
    Oracle Financial Services Lending and Leasing displays the updated condition in the Condition section of the Unit Details page (Details link).

Parent topic: Units Screen