This gives you access to all of the customer and deal information.
The top of the accounts area contains some buttons that are used for the underlying customer and deal screens. These buttons are:
Close. This will completely close out of accounts.
Save. This is used to save the data on the screen currently being edited.
Print. This will view and optionally print the information for the screen you are viewing.
Queue. Same as Print, but the results are placed into the Print Queue.
E-Mail. Same as Print, but the results are placed into a PDF file and attached to an e-mail for sending. You will be taken to the e-mail screen in order to complete the e-mail and send it.
PDF. Same as Print, but the results are exported into a PDF file and then viewed.
Abort. This will cancel the changes you are currently making and revert back to the pre-edited data.
Deal Information Panel
The next panel down will show you information regarding the current deal and account on which you are currently working. If the deal is a lease, the panel will be shaded orange. If the deal is a loan, the panel will be shaded blue. If the customer has no deals, it will state such. A drop-down list of all deals for the customer will allow you to quickly move from deal to deal within the same customer. If you see a button, then that means that check lists are available to use. (Check lists are set up on the Tools menu.)
The left side of the screen consists of a retracting panel that is used to select the deal on which to edit. Use the bright lime green vertical bar to open and close this panel.
There is a search box in the top part of this panel that will allow you to search for a text string among many different fields within ALMSys. You may use the Search Options box to limit the search to only certain fields. Type in your search string and click the button to begin your search. If only one account or deal is found, it will be displayed. Otherwise, you will be shown a grid with the search results. (Highlighted lines are terminated deals.) You may double-click on the desired deal to open it up.
The remainder of this panel toggles between a list of the last 100 deals or accounts for which you have been working, or a grid that contains a complete list of all of the accounts and deals in ALMSys. These two displays toggle by the toggle button in the upper right-hand side of the panel and is labeled accordingly.
The grid of names is a compound grid. Click the account's + button to see the deals under that account. Double-click on the account or deal for which you would like to open.
The right side of the screen consists of a retracting panel that is used to select the screen for editing customer and deal data. Use the bright fuschia vertical bar to open and close this panel.
Screens are grouped by function and are controlled by security as to whether or not you can access them and/or edit them.
Overall: An overall look at this customer.
Name / Address: Names, address, and other personal information for this customer.
Contact History: Contact history and reminders for this customer.
EFT Setup: Bank account(s) set up for electronic fund transfers.
Audit Trail: Audit trail entries for this customer.
History: Billing and Payment history for leases only.
Loan History: Payment history for loans only.
Amortization: Amortization schedule for this deal.
Recurring: Recurring payment set up.
Overall: Overall deal information.
Status: Deal status, showing delinquency and other calculated values.
All Notes: All notes for this account and deal.
Calculations: Calculations made to calculate the periodic payment for this deal.
Credit Bureau: Credit bureau setup and history for this deal.
Deferred Revenue: Deferred revenue for this deal.
Documents / Pictures: Associated documents and pictures for this deal.
External: External account and fields associated with this deal.
Other Journal Entries: Other external interface journal entries.
Overall: Overall lease information, payment distribution.
Depreciation: Lease depreciation information.
Buyout: Lease buyout schedule.
Overall: Overall loan information, payment distribution, and interest rate change.
Overall: Overall billing settings.
One Time Fees: One time billing fees for leases.
Overall: Overall insurance values.
Overall: Overall vehicle values.
Leveraged Financing: Leveraged financing set up screen.
Funding Adjustment: Funding adjustment set up screen.
Estimator: Lease termination estimator.
Lease: Lease termination.
Loan: Loan termination and payoff statement
Data Screen Area
The area between the search and menu panels is where the data will be displayed for editing. You may retract one or both panels to see more of the data screen area.
Each data screen will have its own button bar whuch will contain the name of the screen. Any special buttons associated with that data screen will usually appear on that bar. If a screen is subdivided into tabbed pages, it is quite possible that each tabbed page would have its own button bar.