Two new report templates have been added to the system.
The report lists all current applications in the stages that they are up to.
When an application is first entered the Stage is Pre-Application.
The Start Date is automatically entered when an application is first created. If required it can be modified.
The Pre-Application Stage allows for the entry of several more optional dates that will keep the application within this stage. The entry of these dates can be done in the Application Workflow screen
The Applications WIP report shows these applications in the Pre-Applications section.
It is the entry of the Approval Ordered date that will move the application into the next stage.
When the Approval Ordered date is entered the application moves into the Application Lodged stage.
The Applications WIP report shows these applications in the Application Lodged stage
When the Approval Received date is entered the application moves into the Application Approved stage.
The report shows the application at the Application Approved Stage. This is purely a transition phase and indicates that the Vendor \ Supplier Invoice has not been ordered.
When the Vendor Invoice Order date is entered the application moves into the Invoice Request Stage.
The report shows the application at the Invoice Request stage.
When you enter the Vendor Invoice Received date the application moves to the Invoice Received stage.
The report shows the application in the Invoice Received stage.This is purely a transitional phase and shows the documents have not been ordered.
Entry of the Documents Ordered date moves the application to the Being Doc'd stage.
The report shows the application in the Being Doc'd stage.
Entry of the From Client date moves the application to the Docs Out stage
The report shows the application at the Docs Out stage.
This stage includes all of the the other Documents dates up to the To Financier date. The entry of these dates can be done in the Application Workflow screen
Entry of the To Financier Date moves the application to the Settling Stage.
The report shows the application at the Settling Stage.
When known you should enter the Settlement Due date.
Entry of the Settlement Actual Date moves the application to the Chasing Revenue Stage
The report shows the applicaiton at the Chasing Revenue Stage.
The entry of the All Revenue Received date moves the application to the completion stage
The report shows the application at the Completion stage.
You can add the last note from the Financier in the Application Financier screen in the notes section and this will be displayed on the report
