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Contract_Factbox

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

The fields are drawn from the fields of the same name from the customer's contact.

Object Identification

  • Licence Plate No.

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

  • Chassis No. (VIN)

    • Displays 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 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 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.

Contract Details

The fields display data from the fields of the same name from the financing contract, their meaning is obvious.

  • Yearly Mileage

    • Displays the value from the Yearly Distance (4047150) field of the API Financing Contract Header (4026397)

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

  • Contractual Mileage

    • Displays the value from the Contractual Distance (10055) field of the API Financing Contract Header (4026397)

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

  • Contractual End Date

    • Displays the value from the Contractual End Date (10100) field of the API Financing Contract Header (4026397)

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

  • Contractual End Date

    • Displays the value from the Offer field. Term. Date after Ext.(10105) from the contract header API Financing Contract Header (4026397)

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

At the bottom are the calculated fields, their meaning:

  • Number of Objects of the Contract

    • Displays the number of objects in the contract.

    • After clicking, an overview of courses will open with a filter for the contract number.

  • No. of Contract Guarantees

    • Displays the number of contract guarantees.

    • After clicking, an overview of guarantees will open with a filter for the number of the contract.

  • Customer Comment Count

    • Displays the number of customer comments.

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

  • Contract Comment Count

    • Displays the number of contract notes.

    • After clicking, a list of notes will open with a filter for the contract number.

  • Number of Reminders Issued

    • Displays the number of issued reminders.

    • After clicking, a list of notes will open with a filter for the contract number.

  • No. of Customer Active Contracts

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

    • After clicking, an overview of contracts will open 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 Amount Total

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

    • After clicking, the repayment of the contract will be opened.

  • Total Interest

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

    • After clicking, the repayment of the contract will be opened.

  • Deposit Total

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

    • After clicking, the repayment of the contract will be opened.

    • It is not currently in use.

  • Services Total

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

    • After clicking, the repayment of the contract will be opened.

  • Total Insurance

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

    • After clicking, the repayment of the contract will be opened.

  • Contract Balance (LCY)

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

    • When clicked, the Customer Ledger Entries report opens with filters not Customer No. and Contract No.:

    • A detailed description is in the subchapter below

  • Issued Finance Charge Total

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

    • When clicked, the Customer Ledger Entries overview opens with filters.

  • Issued Finance Charge Total (LCY)

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

    • When clicked, the Customer Ledger Entries overview opens with filters.

Contract Profitability

For a description, see a separate chapter

Utilization of services

Faktbox is displayed only for contracts with Financing with Services=Y, otherwise not.