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| | | Forum Member
 
Group: Forum Members
Last Login: 10/10/2007 9:32:37 AM
Posts: 31, Visits: 50 |
| | Point 5.1 now has a way to populate APR on reports, but what about Custom Forms. The numerical field ID does not work and of course neither does the report ID - "APR" since you cannot use alphas for field IDs in Custom Forms. Any word on this? Thanks, DM |
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Supreme Being
Group: Moderators
Last Login: 12/21/2008 11:16:31 PM
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| It's not perfect, but you can try using field ID 8012 for a custom form. It is located on the Debt Consolidation Worksheet. Even if you don't use Debt Consolidation Worksheet, field 8012 is always calculated everytime you click "Calculate" on the TIL to display the APR. Note it's not perfect because 8012 might be stale if you have changed APR/PFC items on your GFE and did not click the Calculate button to update the APR on the TIL.
Bryan
Point Product Manager |
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| | | Forum Member
Group: Forum Members
Last Login: 10/10/2007 9:32:37 AM
Posts: 31, Visits: 50 |
| | Tried, but doesn't seem to work. Even after clicking the calculate button on the TIL - the field would not populate. Any other suggestions, or maybe this could be corrected or updated for 5.2. Thanks, DM |
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Supreme Being
Group: Moderators
Last Login: 12/21/2008 11:16:31 PM
Posts: 837, Visits: 1,901 |
| | That's odd. Did you add field 8012 to your custom form using the "Other Fields Not Listed Above" feature in the custom form toolbar? 
It works for me on 5.1 and 5.2 (beta). Do you have the "Customize" box checked on the Truth-in-Lending? If you do, uncheck Customize.
Bryan
Point Product Manager |
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| | | Forum Member
Group: Forum Members
Last Login: 10/10/2007 9:32:37 AM
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| | No luck. Followed procedure and still nothing is coming into the form. Let me know if there is something else I need to be checking. DM |
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Supreme Being
Group: Forum Members
Last Login: 9/12/2008 11:24:50 AM
Posts: 289, Visits: 242 |
| | There is a surefire way to do this in a custom form but it's a little tricky. Rather than trying to merge the APR field, you merge the loan parameters (make them invisible if you don't want them showing on your form). Using VBA, calculate the APR and/or payment schedule. This is a little complicated so you can use a dll to do it for you. (The dll is a commercial product and can be obtained at www.loanlogix.com/pointapr.asp.) You would ONLY do this if you REALLY need the APR or payment schedule on a custom form.
- Mike
mike@mtig.biz |
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Last Login: 11/2/2006 7:35:07 AM
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| | I have set up one custom form screen in Calyx which contains user defined fields for miscellaneous Word merge fields that I use on every loan. For the APR, I simply "calculate" it on the TIL and then manually enter it in the user defined field that gets exported out to Word. Not having access to the APR is an old problem that I brought to supports attention in the past. Maybe with 5.2 the APR value is now available. In my case as a Massachusetts broker we are not allowed to distribute a TIL (only state in the nation) we must give an Attorney Generals Disclosure Form that does require, among other things, the APR. |
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Supreme Being
Group: Forum Members
Last Login: 9/12/2008 11:24:50 AM
Posts: 289, Visits: 242 |
| | The following procedure always works for me. It's far from ideal but it will get the job done on custom forms. 1. Go into the TIL and click calculate button. 2. Check the customize payment schedule checkbox below the payment schedule. 3. Save the file. 4. Do the export. 5. UNCHECK the customize payment schedule checkbos. The last step is necessary so that you don't accidentally use this setup for all your forms even if you change something that alters the APR. Setting the custom payment checkbox fixes these fields and allows you to customize them. They now become available in the file and for export. Also, make sure you're using field id #8012 (NOT 20049).
- Mike
mike@mtig.biz |
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