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1. Finance Company

Reference Number: AA-00550 Views: 3112 Created: 2011-12-02 10:47 Last Updated: 2012-01-24 12:05 0 Rating/ Voters

In This Section

Finance Company

Maintaining Finance Companies

To Add a Finance Company

To Edit a Finance Company Record

To Delete a Finance Company

Summary

 

Finance Company

 

Finance companies refer to those offering financing services for your vehicles.

 

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Maintaining Finance Companies

 

Finance companies are maintained under the Finance Company tab on the Finance Company submenu in Vehicle Maintenance (see Fig. 202).


Fig. 202. The Finance Company Submenu


 

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To Add a Finance Company

 

1. Click Vehicle Maintenance.

 

2. Click Finance Company.

 

3. Click Add a Finance Company (see Fig. 203).

 

Fig. 203. Click Add a Finance Company

 

4. On the Add a Finance Company page (see Fig. 204):

 

A. Enter the name of the finance_company.

 

B. The rest of the fields are optional. You may choose to fill them up or leave them blank. We recommend that you complete the information as much as possible since you may need the finance_company information in the future.

 

Fig. 204. Enter the Details on the Add a Finance Company Page

 

5. Click Submit to save the record and close the Add a Finance Company page.

 

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To Edit a Finance Company Record

 

1. Click Vehicle Maintenance.

 

2. Click Finance Company.

 

3. On the Finance Company table, click the record you want to edit (see Fig. 205).

 

Fig. 205. Click to Edit a Record

 

4. To edit the record, follow steps 4 and 5 in To Add a Finance Company.

 

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To Delete a Finance Company

 

1. Click Vehicle Maintenance.

 

2. Click Finance Company.

 

3. On the Finance Company table, click the X icon under the rightmost Delete column (see Fig. 206).

 

Fig. 206. Click the X Icon to Delete a Record

 

4. Click Yes on the confirmation message to delete the record (see Fig. 207).

 

Fig. 207. Click Yes on the Confirmation Message

 

On the Finance Company table, you'll no longer see the record you just deleted.

 

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Summary

 

This article details the Finance Company tab, where information on companies that offer financing services to your vehicle is set up. Like other maintenance screens in RCM, the Finance Company screen allows you to add, edit, or delete Finance Company records.

 

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