MacLease Interface: Partner

Partner

Qualifiers

1. You need to to use the Quotes / Finance ** button.
2. The Maclease Partner Interface feature is set-up in your system
3. Your business is listed with Macquarie Leasing as using API Partner services.
4. You have received an email from Macquarie with the following details;
5. Firm
6. Mac ID
7. API Token

Process

1. Forward the login details to one of your System Administrators
2. Your Administrator can then add you login details to your user records to enable the Apply button.

Partner Setup

This interface enables a finance application from Catch-e to Maclease using the Maclease Partner Interface.

This page summarises the various flags and tables within Catch-e that need to be set-up and populated with data to enable the Maclease Partner Interface. Contact your Account Manager to help you implement this interface.

Maclease system "Plan" setting

When setting up an 'account' with Maclease, please ensure that your selected Rate Plan is the 'Default' plan. This will ensure that you applications can be submitted to Maclease via Catch-e.

If you have been set up under a different Rate Plan you must make applications to Maclease directly as they will fail if you apply via Catch-e.

Supplier Set Up

You need to create at least one supplier record for Macquarie Leasing. Set the "Interface Type" stored on the Suppliers / Account tab to 'maclease_partner'.

You need to be set up as an 'Introducer' with Macquarie Leasing and be provided with a specific login id and token to be able to access the Maclease system via Catch-e.

Note: For existing Macquarie Leasing suppliers, the will be automatically updated to 'maclease_partner' when this interface is implemented. Contact your Account Manager if you have any questions.

Global Controls

macleasepartneruseridsource

Set-up User Signons

Process pages:
Maclease Partner
Apply button for MacLease

Warning: When new users are being set up, both their MAC ID and API Token must be supplied and updated.
Each user must have their own credentials. Sharing credentials between users will cause the applications to fail.

Financier Default Values

Go to Setup / Reference Data and select the "Table" qtfinancierpostingmapdefaults. You can edit the "Fee" value for selected Contract / Financier combinations including Maclease.

Warning: Other values can be set as defaults, however, if a monthly administration fee applies, both Catch-e and Maclease Monthly Finance Payment values must be calculated equally for the application to be successful. A zero value can be passed.

Finance Types

The table stores the available finance types you can choose in the Quotes / Finance "Finance Type" field list.

The lists are set by financier, so you can create a different list for each financier that you use.

To create finance type list for other financiers, export the table and add the new records you need.

Remember to test this in your Staging environment first!

See also a Sample import file.

Maclease Configuration

The screenshot below shows the list you need for Maclease. Their specific descriptions are required for the finance application process.

If you are creating a quote for a vehicle financed by Maclease, you will be alerted if this field is not populated.

Note that at 01/03/2022, the finance type 'refinance_other' has been set to be 'inactive' as Maclease has removed this record from their available list.

supplierid - the supplierid shown below is for sample purposes only to show the required Maclease set-up. Your own table should be linked to the Suppliers / Detail "Supplier ID" for your Macquarie Leasing record.

statusflag - update the statusflag to 'inactive' to remove the record from the available choices in the drop list.

Apply button for MacLease

Qualifiers

1. You want to give a user, or users access to use the Quotes / Finance ** button.
2. The Maclease Partner Interface feature is set-up in your system
3. Your business is listed with Macquarie Leasing as using API Partner services.
4. You (a System Administrator) has received an email from Macquarie with the following details for each user or,
5. Firm
6. Broker Name
7. Mac ID
8. API Token
9. One of your users has forwarded you an email from Macquarie with the following details
10. Firm
11. Mac ID
12. API Token

Enable a user's access to the Apply button

1. Navigate to System / Users
2. User Login - lookup or enter the user's login
3. Navigate to Users / Login
4. Service - select 'Maclease Partner'
5. Login - enter the user's Mac ID
6. Password - enter the user's API Token
7. Click on the ** button.

Disable a user's access to the Apply button

1. Navigate to System / Users'
2. User Login - lookup or enter the user's login
3. Navigate to Users / Login
4. # - find and select the 'Maclease Partner' service record
5. Click on the ** button.
6. Status - select 'Inactive'
7. Click on the ** button.