Credit Lines sub tab

4.2.3 Credit Lines sub tab

The Producer Credit Lines screen displays a summary of the credit lines extended to producer. The Units section displays summary information of each unit funded with the selected credit line.

To view the Producer Credit Lines sub screen

On the Oracle Financial Services Lending and Leasing home screen, click WFP > WFP > Producers > Credit Lines.

Figure 4-4 WFP - Credit Lines

Description of "Figure 4-4 WFP - Credit Lines"
On the Producers screen, select the record you want to work with.
In the Producer Credit lines screen’s Credit Lines section, select the record you want to view.

In the Credit Lines section, view the following information:

Table 4-5 Credit Lines section

In this field:	View this
Producer Name	The name of the producer.
Credit Line	The description of the credit line.
Type	The unit type associated with the credit line.
Total Credit Limit	The total credit limit for the credit line.
Suspended	The amount of the credit line that is suspended (not available for disbursement).
Available	The available credit for the credit line.
Enabled	If selected, the credit line is enabled.
Start Dt	The start date of the credit line.
End Dt	The end date of the credit line.

Note:

An empty field indicates that the line is active.

In the Units section, select the record you want to view.

In the Units section, view the following display only information:

Table 4-6 Units section

In this field:	View this
Unit #	The unique number of the unit loan
Status	The status of the unit loan; either ACTIVE or INACTIVE.
Contract Dt	The date when the contract was signed
Advance Amt	The value of loan advanced for financing the asset
Funded Dt	The date when the unit was funded.
First Pmt Dt	The date when the first payment would be due from producer.
Maturity Dt	The date when the loan matures and is expected to be paid back in full.
Total Term	The term of the loan for unit, in months.

Note:

If you select View All, Oracle Financial Services Lending and Leasing displays all units with all status, including the active ones, in the Units section. When a unit is paid off, its status changes and you’ll have to choose View All to view it here.

Statements sub tab

The display only Producer Statements page displays a history of the monthly statements generated for the producer in reverse chronological order.

To view the Producer Statements sub screen

On the Oracle Financial Services Lending and Leasing home screen, click WFP > WFP > Producers > Statements.

Figure 4-5 WFP - Statements

Description of "Figure 4-5 WFP - Statements"
On the Producer master page, select the record you want to work with.
In the Producer screen’s Statement section, select the record you want to view.

In the Producer Transactions section, view the following display only producer level information about the selected statement.

Table 4-7 Producer Transactions section

In this field:	View this:
Total Due	The total amount due from producer as of the current statement. The total due equals the sum (total due for all credit lines) plus producer level transaction total.
Txn Total	The total of producer level transactions as of the statement date. The transaction total equals the sum of total due for all producer level transactions.
Type	The descriptions of the producer level transaction type.
Current Due	The amount due for specified transaction type during the current statement period.
Past Due	The unpaid value due for specified transaction type for all the past statements.
Total Due	The value total due for the specified transaction type.

The Credit Line Transactions section contains two table records: one on the top lists credit lines for the producer and one on the bottom lists transaction details for a particular credit line. These sections have a parent - child relationship. In this case, what transactions information appears in the table record on bottom depends on what credit line is selected in the top.

In the Credit Line Transactions section, select the record you want to view.

In the Credit Line Transactions section, select credit line you want and view the following display only information:

Table 4-8 Credit Line Transactions section

In this field:	View this
Select	If selected, indicates this is the current record.
Credit Line	The credit lines offered to the producer.
Total Due	The total amount due for credit line as of the current statement. The total due equals sum of transaction total for all units under the credit line plus credit line level transaction total.
Txn Total	The total of credit line level transactions as of the statement date.The transaction total equals the sum of total due for all transactions of a credit line.

In the Credit Line Transactions section, view the following credit line level transaction information for credit line you selected in the previous step.

Note:

There may be more than one transaction listed.

Table 4-9 Credit line level transaction

In this field:	View this:
Type	The description of the credit line transaction.
Current Due	The amount due for specified credit line transaction type during the current statement period.
Past Due	The unpaid dollar amount due for specified credit line transaction type for all the past statements.
Total Due	The dollar amount total due for the specified credit line transaction type (current plus past).

The Unit Transactions section contains two table records: the one on the top lists units for the credit line selected in Credit Line Transactions section, the one of the bottom lists transaction details for a particular unit. These sections have a parent - child relationship.

In the Unit Transactions section, select the record you want to view.

In the Unit Transactions section, select the unit you want and view the following information:

Table 4-10 Unit Transactions section

In this field:	View this
Select	If selected, indicates this is the current record.
Unit #	The unique unit number.
Txn Total	The total of unit level transactions as of the statement date. The transaction total equals the sum of total due for all transactions for a unit.

In Unit Transactions section, view following unit level transaction information for the unit you selected in the previous step.

Table 4-11 Unit level transaction information

In this field:	View this
Type	The description of the balance type.
Current Due	The amount due for specified unit transaction type during the current statement period.
Past Due	The unpaid dollar amount due for specified unit transaction type for all the past statements.
Total Due	The total dollar amount due for the specified unit transaction type (current + past).

Parent topic: Producers