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| | | Supreme Being
Group: Forum Members
Last Login: 11/26/2008 10:43:37 AM
Posts: 157, Visits: 410 |
| | Hello, Recently our Vendor Management and Accounting departments have came to us with an issue. When an order is placed by M&T Bank through CBC the only information that CBC gets is the following ... EDI Transfer ID, Branch, PC Number, Requestor, and there were 2 more that were not important. It appears that the Requestor field that they recieve is the Requested By field from the CBC request screen. This a free text field and users can type whatever they want here. This is causing us an issue because when we get our detailed bills there is no consistency if the LO's change this information. You would think CBC would also obtain the Username and add that to the bill but they do not. My questions: Is there a way to lock down the Requested By: field on CBC request screen? And also, do we know where this field initially pulls from? Thanks in advance,
Eric Lilly
Thank you, Eric J. Lilly |
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Supreme Being
Group: Moderators
Last Login: 11/15/2008 10:00:24 PM
Posts: 835, Visits: 1,899 |
| It initially pulls from the Loan Representative field. It lets the user update the field if the Loan Rep is not the person requesting the report. Do you know why the Loan Officers are updating the field?
Bryan
Point Product Manager |
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| | | Supreme Being
Group: Forum Members
Last Login: 11/26/2008 10:43:37 AM
Posts: 157, Visits: 410 |
| | I am not sure why some LOs are updating this field. Most are not, be we have a select few that are changing the field from time to time. It also looks like I am able to edit this field regardless if I am the Loan Rep or not.
Thank you, Eric J. Lilly |
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