Items - modifications for financing

Principles

A description of the standard functionality of goods (inventory) can be found here: Inventory Management - Business Central | Microsoft Learn

In the conditions of some companies, a situation may arise where a financing contract is to be created for an object that is in the stock of the company. To meet these requirements, we have therefore modified the standard functionality of goods (inventory) in the scope described below.

Dependencies and assumptions

The prerequisite is that there are catalogue cards in the item catalogue, which must then be assigned to the item card. This solution was chosen because the technical data of the items are stored on the catalogue card, or these data are then copied from the catalogue card when the financing contract is created.

Item Modifications

A new field has been added to the Item table (27) and the Item Card (30, Card), as well as a new Financing Contract tab to the card:

• Catalogue Card No.

  • Empty by default.

  • Lookup do API Catalogue (4026561)/API Catalogue List (4026563, List) with standard filters Active=Yes and Object Visible=Yes.

  • After selection, the Catalogue Name field is automatically populated, after deletion it deletes the value of the Catalogue Name field.

• Catalogue Name

  • Empty by default, not manually editable

  • It is filled in from the catalogue card after selecting Catalogue No. from the Name field (15).

• Chassis No. (VIN)

  • Empty by default, editable.

  • Entered manually by the user.

• Serial No.

  • Empty by default.

  • Entered manually by the user.

• Licence Plate No.

  • Empty by default.

  • Entered manually by the user.

• Colour Code

  • Empty by default.

  • Entered manually by the user.

• Colour

  • Empty by default.

  • Entered manually by the user.

• Interior Colour (Interiour Color)

  • Empty by default.

  • Entered manually by the user.

• Price for Financing Excl.VAT (LCY)

  • Empty by default.

    Entered manually by the user.

• Financing Contract No.

  • Empty by default, not manually editable

  • It fills the system with a wizard to create a calculation (see Calculation Wizard). Vytvoření kalkulace se službami and Vytvoření kalkulace/smlouvy)

  • Drill down, click on it to open the contract card.

• Detailed Contract Status

  • Empty by default, non-editable

  • Fills the system automatically according to the contract number

  • Drill down, click on it to open the contract card.

• Customer Name

  • Empty by default, not manually editable.

  • It fills the system automatically according to the contract number (a calculated field, it is updated every time the card is opened. The team is also taken care of a change in the customer's contract.)

  • Drill down, click on it to open the contract card.

• Item Financing Status

  • Not manually editable

  • EN: empty,Reserved,Active,Closed,Disposed

  • EN: empty,Reserved,Active,Terminated,Excluded

  • SK: empty,Reserved,Active,Terminated,Excluded

  • The values will be set by changing the detailed status from the contract (manually and by wizard).

A new button (function) has been added to the item card to "release" the item card from financing. As an example of use, we can mention the expiration of an offer and the creation of new offers for the same goods. The "Release Financing Items" button is available via Actions/Functions/Other → Release Financing Items. When pressed, the system executes:

• Displays a message if the user wants to release the item from financing: "Do you want to release this item from financing contract?" If the user confirms Yes, the system executes:

  • According to Financing Contract No., finds the financed object of the contract from the item and deletes the value of Item No, (600)

  • On the item card, the values are deleted:

    • Financing Contract No.

    • Detailed Contract Status

    • Customer Name

    • Item Financing Status (sets empty).