Lines of Credit List

Description

This screen is part of the Contractor Prequalification subsystem and lists contractor lines of credit. The listing includes all lines of credit, whether they are pending, active, approved, or expired. Each list item provides a hyperlink to the Line of Credit detail screen. The Add button on this list (displayed to authorized users only) allows the user to access the Line of Credit detail screen in create mode to add a new line of credit. The Lines of Credit list can be accessed from the Prequalification Home page by authorized PENNDOT Prequalification office users and for contractors to view their own information. This screen displays the pending, active, approved and expired lines of credit. This screen also displays the status, amount, effective date and expiration for each line of credit.

Fields

Field Name	State	Description
Business Partner Header	Protected - Optional	The Business Partner header is standard and appears on most screens and lists within the Prequalification subsystem. The header information identifies the Business Partner name (hyperlink to Contractor or DBE Service or Supplier screen), the Business Partner ID - a six-character unique identifier for the business partner within ECMS - and the current Prequalification status of the business partner.
Subsidiary of	Protected - Optional	This field displays the name of the parent contractor for the contractor currently requesting the Line-of-Credit. This field is displayed only when the subsidiary/parent relationship exists.
Status	Protected - Optional	This field displays the status of the Line-of-Credit request.
Amount	Protected - Optional	This field displays the dollar amount of the Line-of-Credit request.
Effective Date	Protected - Optional	This field displays the date the Line-of-Credit became effective.
Expiration Date	Protected - Optional	This field displays the date the Line-of-Credit expired.
Business Partner Name	Protected - Optional	This field displays a list of the business partner contractor names on the Pending Lines-of-Credit screen. Each business partner name provides a link to that contractor business partner’s specific Line-of-Credit screen is displayed for that Line-of-Credit entry.

Actions

Action	Description
Click the BACK button	When the user clicks this button, they are returned to the previous document located in the browser’s history.
Click the ADD button	When the Prequalification Office user clicks this button, the Line-of-Credit screen is displayed in new entry mode. When the prequalified contractor clicks this button, the Line-of-Credit screen is displayed in new request mode. This button is only visible to Prequalification office users and to Prequalified Contractors viewing their own lines of credit.
Click the Business Partner (in header) link	When the user clicks this link in the header information, the Contractor screen with the information for the contractor currently logged into the system is displayed.
Click the Subsidiary Of link	When the user clicks this link in the header information, the Contractor screen with the information for the parent contractor of the contractor currently logged into the system is displayed. This link is only visible when the prequalified contractor business partner is a subsidiary of another company.
Click the Status link	When the user clicks this link, the specific Line-of-Credit screen is displayed for that Line-of-Credit entry.
Click the Business Partner (in list) link	When the user clicks this link on the Pending Lines-of-Credit screen, the specific Line-of-Credit screen is displayed for that Line-of-Credit entry.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:53:53 AM