Account Name

Name of account.

Stage

Stage the lease is in. Set by selecting value and clicking on Update.

Finance CO

Name of finance company used by the account.

FCO Lease#

Finance company’s number for the lease.

Amt Financed$

Dollar amount financed.

OMD/eAuto Lease#

Number for the lease in the backend accounting system.

Payment$

Amount of each payment.

Pymt Freq

How often payment is made. Monthly, Quarterly, SemiAnnual, Annual

Term

Number of payments.

EOT Option

End of term option.

Begin Date

Start date of lease.

Term Date

End date of lease.

Pre-Approved $

Dollar amount pre-approved for.

Pre-App Thru

Date through which pre-approval is valid.

Legal Name

Name of legal firm.

Signer Name

Person who signs lease.

Date Created

Date and user who created record.

Last Modified

Date and user who changed record.

Updated On

Date lease status information was updated.
To manually update, click on UpDate Status to open form.

Method

Method of update.
Manual, System

Term

Reserved

# Pymts Remain

Number of payments remaining on lease.

#Days Delinq

Number of days a payment is delinquent.

Valid Thru

Date through which the updates are current.

Past Due

Amount past due.

Upgrade (Ret)

Amount to upgrade lease and return equipment.

30/60/90

Amount past due 30 days, 60 days, and 90 days.

Upgrade (Keep)

Amount to upgrade lease and keep equipment.

Pymt Next Due

Date when next payment is due.

Buyout (Own)

Amount to buyout lease and keep equipment.

Buyout (Ret)

Amount to buyout lease and return to leasing company.

Credit Notes

Credit info on the lease.

ACH

Reserved

Tabs

Book

Lists assets associated with the lease.
Click on the link under SERIAL# to open the Asset View or under CONTR# to open the Agreement View.

Contact

Lists contacts for the account, and pending user activity, and notes for the lease.

Hist

Lists the notes, tasks, appointments, attached files, and generated documents associated with the lease.

WF

Lists work flow assignments.

ALL

Lists all items in the tabs.

Edit the fields of the lease. Note: Only for lease administrator.

Copy (clone) the record. Note: Only for lease administrator.

Delete the record. Note: Only for lease administrator.

Attach an external file to the record..

Generate a document from the shared library.

Create a new lead for this record.

Add a note to this record.

Create a task associated with this record.

Schedule an appointment about this record.

Add a new contact for the account.
(Follow the procedure in Add a Contact to an Existing Account.)