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Two new report templates have been added to the system.

The report lists all current applications in the stages that they are up to.

View application stages - Click here to expand...

1 - Pre-Application - Click here to expand...

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.

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2 - Application Lodged - Click here to expand...

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

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3 - Application Approved - Click here to expand...

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.

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4 - Invoice Request Stage - Click here to expand...

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.

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5 - Invoice Received Stage - Click here to expand...

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.

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6 - Being Doc'd Stage - Click here to expand...

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.

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7 - Docs Out Stage - Click here to expand...

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

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