Revised: 08/16/2013
Go to Maintain>>Applicants (Active)>>pull up an applicants>>Quick Link>>Household Composition>>pull up a member>>Quick Link>>Asset Information
Or
Click on an Asset line in the Income/Asset grid in Household Composition
The Asset Worksheet is also available from Applicant Master (Inactive Applicants)>>Quick Link>>Household Composition>>Quick Link>>Asset Information
This program is used to enter, edit or review asset information for household members.
At the top of the view are functions such as save and delete. For more information on functions click here.
The header displays the name of the head of house, the applicant number and the member number and name that you are entering/viewing asset information for.
The entry area is used to enter or edit individual lines of asset information. The information is not saved until the line has been entered completely and has dropped down into the display window.
Enter an existing line number from those displayed in the window to edit or view the information.
When entering a new line, this field may be left blank and the system will assign the next available line number.
Note:
If the displayed lines are numbered incorrectly, run the Renumber/Update Tenant File utility.
Select a class (asset code) for a new line entered. For a previously entered line the class will be displayed and may be edited.
When a class has been selected, its description will be displayed in the field under class.
Class codes are setup in Income/Asset Codes.
When a class code has been selected its description will be displayed in the field under class and in the modified description area. The modified description may be edited/changed for this member only, to more accurately reflect the asset information being entered.
Enter the dollar value of the asset. Clicking on the prompt button to the right of the field or using the F4 key while in this field will bring up a calculator. The Value may be left blank and Asset information may be entered and calculated on the Applicant Asset Source Detail Information view.
Enter the interest amount for the asset.
The program will calculate the annual income by taking the Value times the Interest percentage entered. Users may also enter the annual income from the asset.
Clicking on the prompt button to the right of the field or using the F4 key while in this field will bring up a calculator.
If you are tabbing through the line, the details screen will not open unless you press the enter key when the button is active (has dotted lines around it). Tabbing through the line will drop it into the window at the bottom of the view where it will be saved.
To open the Applicant Asset Source Detail Informaion view, press the Enter key while on the Details button or click the button after selecting a class.
After a line has been entered, it will "drop" into the display window. Information that has not been grayed out may be changed in the window, or the line may be brought back up into the Entry Area for editing of information.
The asset display window has the following information:
Line
Class
Description
Value>> (clicking on the header will open the calculation program)
Interest
Income>> (clicking on the column header will open the calculation program)
At the bottom of the view are displayed the following totals from all lines:
Value
Income
The Class and description that were selected for the detail line are displayed at the top of the view.
The program has fields for entering asset name and address information. The asset information does not need entered here if the default source information is correct (default source is on the right side). Information that is displayed or entered in this area will be merged into forms or letters. If this area is left blank the Default Source Information will merge into forms or letters.
Enter the following Name/Address information if the Default Source Information is blank or incorrect for this asset:
Name
Address 1
Address 2
City
State
Zip Code
Phone/Fax
Information displayed in this area is entered in Income/Asset Codes program. If the information displayed is not correct for the asset information being entered, enter the correct name and address on the left side of the screen. Default Source Information will merge into forms/letters for the asset unless the name and address information is filled in on the right side of the view.
The fields have a calculator which may be brought up using the prompt button or using the F4 key while in a field.
Displays and allows editing of the market value entered on the front screen.
Enter a loan amount, if applicable.
Enter a cost amount for the asset, if applicable.
The system will calculate the cash value based on the market value minus loans and costs.
Enter contact information for the asset, if applicable.
Enter an account number for the asset, if applicable.
A Comment regarding the asset may be entered.
Enter the date the asset was disposed, if applicable.
Click the ok button to save the information entered and close the view.
Click the cancel button to exit the view without saving the information.
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