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

6.2.10 Comments sub tab

The Units Comments page enables you to record comments about the asset and maintain a history of the past comments in reverse chronological order.
To view the Units Comments page
  1. On the Oracle Financial Services Lending and Leasing home screen, click WFP > WFP > Units > Comments.
  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.
  5. In the Comments section, select the record you want to view.

    Note:

    If you choose, use Search Criteria to limit the display of comment records.
  6. In the Details section, view the following information:

    Table 6-10 Details section

    In this field Do this
    Type Select the comment type. This field notes the nature of the comment and can help in classifying comments (required).
    Sub Type Select the comment sub type. This field also notes the nature of the comment and can help further classify comments (required).
    Comments Enter the comment details (required).
    Comment By* View the user id of who posted the comment (display only).
    Comment Dt* View the date and time that the comment was posted (display only).
  7. Click Save on the Units Comments page.
    *Oracle Financial Services Lending and Leasing notes the user who entered this comment and the time it was saved.

Parent topic: Units Screen