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Contract Factboxes

There are several factboxes on the Contract Overview and on the Contract tab. Some fields in factboxes are visible only for contracts where Financing with services=A – will be specified in the description.

Object Identification

  • Licence Plate No

    • . Displays the data from the field of the same name from the financed object.

  • chassis No. (VIN)

    • Displays the data from the field of the same name from the financed object.

  • SERIAL Number

    • Displays data from the field of the same name from the financed object.

  • Initial Mileage

    • Displays the data from the field of the same name from the financed object.

    • Visible only if Financing with Services (4026780)=Y is in the contract, otherwise not.

  • Total List Price Excl. VAT

    • Displays information from the field of the same name from the financed object.

    • Visible only if Financing with Services (4026780)=Y is in the contract, otherwise not.

Contract Details

The fields display data from the fields of the same name from the financing contract.

At the bottom are the calculated fields, their meaning:

  • Number of Contract Objects

    • Displays the number of contract objects.

    • After clicking, the system opens a list of courses with a filter for the contract number.

  • Number of Contract Guarantees

    • Displays the number of contract guarantees.

    • After clicking, the system opens the list of guarantees with a filter for the contract number.

  • Customer Comment Count

    • Displays the number of customer comments.

    • After clicking, the system opens a list of notes with a filter to the customer number of the contract.

  • Contract Comment Count

    • Displays the number of contract notes.

    • After clicking, the system opens a list of notes with a filter for the contract number.

  • Number of issued

    • Reminders Displays the number of issued reminders.

    • After clicking, the system opens a list of notes with a filter for the contract number.

  • Number of Customer Active Contracts

    • Displays the number of customer contracts in Status=Active.

    • After clicking, the system opens an overview of contracts with a filter for the customer's number and Status=Active.

  • Number of Customer Attributes

    • calculated field, displays the number of attributes of the customer's contact

    • after clicking, API Attribute Assign (4046824) / API Attribute Assign (4046824, List) opens.

    • for a detailed description of the fields, see chapter Atributy kontaktu

Contract Statistics

Displays the total values of the contract.

  • Principal Total

    • The sum of the values in the Principal column in the contract payment calendar.

    • After clicking, the system opens the repayment contract.

  • interest Total

    • The sum of the values in the Interest column in the contract payment calendar.

    • After clicking, the system opens the repayment contract.

  • DEPOSIT Total

    • The sum of the values in the Advance column of the contract payment calendar.

    • After clicking, the system opens the repayment contract.

    • It is not currently in use.

  • Total Service The

    • Sum of the values in the Service column of the contract payment calendar.

    • After clicking, the system opens the repayment contract.

  • Insurance Total

    • The sum of the values in the Insurance column in the contract payment calendar.

    • After clicking, the system opens the repayment contract.

  • Contract Balance (LCY)

    • The sum of open contract entries (from customer ledger entries filtered to the contract number) in local currency (the sum of the Remaining Amount (LCY) fields).

    • After clicking, the system opens the Customer Ledger Entries overview with a filter to Customer No. and Contract No.

    • detailed description here: Saldo smlouvy

  • Issued Finance Charge Total

    • The sum of open contract entries of the finance charge type (from customer ledger entries with a filter on Contract No. and Document Type) in the contract currency (the sum of the Remaining fields).

    • After clicking, the system opens the Customer Ledger Entries overview with filters.

  • Issued Finance Charge Total (LCY)

    • The sum of open finance charge type contract entries (from customer ledger entries filtered to Contract No. and Document Type) in local currency (sum of Remainder(LCY) fields).

    • After clicking, the system opens the Customer Ledger Entries overview with filters.

Contract Profitability

Both the fields and the calculations are described in Profitabilita smlouvy