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What's New from R302 to R204?
This course will provide you with the information needed to utilize the new features effectively
for your organization. It will be a hands-on training course, with no more than two people per
workstation that will allow you to work with the new features in a test environment.
This course is intended for experienced users of WMS. This is not a course for new users so you
must have operational knowledge of the basic features and functionality of WMS such as setting
up dealers, setting up dealer collateral types, and processing loans and payments.
What Will I Learn in SAM/WMS?
» Use the new Rules screen
» Provide ability to designate business day for automatic non-principal
payments in WMS
» Treat float days as business days rather than calendar days
» Use the Multiple Base Rate Update utility
» DAS timestamp and effective date options
» Understand the security changes
» Adjust the default effective date based on the funding
method of a new loan
» Allow loan transfers to cost centers outside user’s cost center assignment
» Apply payments to the end of a curtailment schedule
» Understand the changes to the Curtail Payment Editor window
» Changes to Prepaid Items
» Megadealer changes
» Equity Changes
» Late charge changes
» Non-Accrual
» Working with Participations
» Allow import of credits in ACH In file. Generate electronic banking
return file.
» Insurance changes
» Title Tracking Information
» Daily Processing changes
» Reporting and Querying changes in DAS
What Will I Learn in DAS?
» Use the multiple loan payment grid
» Post pre-paid Items
» Request equity transactions
» Process DAS equity requests in WMS
» Provide Megadealer access to DAS
» Understand Master user changes
» Customize DAS menus
» Inventory Verification Reports
What Will I Learn in DLS (covered only if clients are using DLS)?
» Use the new Rules screen
» Dealer History Report
» User Productivity Report
» Remove the creation of interest-only records when a
curtail schedule is created
» Include checking account number in the drop-down list
when choosing DDA account for ACH transactions
What Will I Learn in CMS?
» Add FIV calculations
» Remove inactive dealers from drop-down lists and search results
» Inventory Verification Travel or Local flag in CMS (and PAD)
» Discuss expanded Megadealer functionality
» Automatically close inventory verifications during daily process
» PAD Image Upload and Archive
» Enhanced Report Manager to print Standard inventory verification Package
How Long Will It Last?
This is a three-day course. The class will meet on Days 1 and 2 from
9:00 a.m. - 4:00 p.m. and on Day 3 from 8:00 a.m. - 2:30 p.m.
What Does It Cost?
$250 per person, per day. Lunch is provided.
Where Will This Course Be Held?
At DataScan's training facilities in Alpharetta, Georgia.
Additional Course Information | Hotel Information
« Course Offerings and Descriptions
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