9.20 WFP Unit Balances / Pay-off Quote Report

The WFP Unit Balances/Pay-off Quote Report lists units under each credit line and displays interest owed as well as current principal balance for the unit. The report also displays the payoff quote as of when report was created. Oracle Financial Services Lending and Leasing summarizes the data for each credit line to display the credit line level total. In turn, Oracle Financial Services Lending and Leasing also summarizes all the credit line level data to arrive at the producer level balance.

To generate the WFP Unit Balances / Pay-off Quote Report

  1. On the Oracle Financial Services Lending and Leasing home page, click the Reports master tab.
  2. In the Reports section, choose WFP UNIT BALANCES / PAY-OFF QUOTE.
  3. In the Report Parameters section, complete the following parameters:
    • COMPANY/BRANCH
    • PRODUCER NO
    • BATCH PRINTER

    Figure 9-20 WFP Unit Balance PayOff Report