OneCore Docs
OneCore Docs
Breadcrumbs

Object Configuration, Standard, Optional, Additional Equipment

If the user pressed the YES button after completing the "Create Offer" wizard, then the form was displayed Price and equipment (if he/she presses the NO button, then he/she will open the price and equipment from the financed object as for example on an existing contract).

Card editable if:

  • On the detailed contract status there is Change Copy Without Protocol=Y or

  • On the detailed contract status there is Change Copy Without Protocol=N and at the same time:

    • Change Copy=Y is on the contract or

    • Calc.Variant=Y.

  • Note1: Permission to edit an item without a change copy/variant via User Setup is not checked here.

  • Note2: if the card is editable according to this general description, then the editable field on the card described below applies.

The "Price and Equipment" tab contains four tabs.

General Tab

The "General" tab contains data about the financed object itself without equipment.

Field:

  • Object Price VAT Rate %

    • The value of the field is fine-tuned according to the Principal Posting Group field and according to the Customer Posting Group field in the contract header

    • The user can change the value of the field and then all fields "with VAT" are automatically recalculated

  • Object List Price Excl. VAT (LCY)

    • The system fills in the default value:

      • from the catalogue card from the field of the same name, if Item No. has not been selected in the wizard for creating a calculation with services and it is not a used object (Used Financed Object=N). For a used item, the price will not be taken from the catalogue card.

      • If Item No. has been selected in the wizard, the system will take the value from the item card (Item No.)

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

    • When changing Object List Price Excl. VAT (10010), the value is automatically recalculated:

      • Object List Price Excl.VAT (LCY) (10010)=Object List Price Excl.VAT (10011)*Contract Exchange Rate (4026685)

  • Object List Price Excl. VAT

    • The system will add the default value by recalculating the List Price of the Object Without VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

    • When changing Object List Price Excl. VAT (LCY) (10011), the value is automatically recalculated:

      • Object List Price Excl.VAT (10011)=Object List Price Excl.VAT (LCY) (10010)/Contract Exchange Rate (4026685) from the contract header.

  • Object List Price Incl. VAT (LCY)

    • The system will add value by recalculation Object List Price Excl. VAT (LCY) according to the VAT rate % of the object price

    • The field is non-editable

  • Object List Price Incl. VAT

    • The system will add the value by recalculating the List Price of the Object with VAT (LCY) according to the exchange rate of the contract

    • Non-editable field

  • Object List Price Discount %

    • The default value of the field is tightened as follows:

      • if Used Financing Object=Y has been selected in the wizard for creating a calculation with services, the discount value will not be found.

      • if Used Financed Object=N has been selected, the value is found as follows:

      • The system first checks to see if it exists in the table "Model Type Discount" a valid row to the reference date (Reference Date – it is filled in when the WORKDATE-om calculation is created), if so, then the system will tighten the value of the "Discount from the list price of the object in %" field. If the system does not find a valid row in the table,

        • Then the system checks to see if it exists in the table "Model Line Discount" a valid row to the reference date so that the system adds the value from the given row to the calculation), if so, then the system will finalize the value of the field "Discount from the list price of the object in %". If the system does not find a valid row in the table,

        • Then the system checks to see if it exists in the table "Brand Discount" a valid row to the reference date so that the system adds the value from the given row to the calculation), if so, then the system will finalize the value of the field "Discount from the list price of the object in %". If the system does not find a valid row in the table, then the discount remains blank.

      • Fields will be fine-tuned according to Make, Model Line and Object Model Type

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Object List Price Discount Excl. VAT (LCY)

    • By default, the field will be filled in according to the formula

      • Object List Price Discount % * Object List Price Excl. VAT (LCY) / 100

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Object List Price Discount Excl. VAT

    • The system will add the default value by recalculating the Discount from the list price of the object without VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Object List Price Discount Incl. VAT (LCY)

    • The system fills in the default value by recalculating Discount from Object List Price Excl. VAT (LCY) according to the VAT rate % of the object price

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Object List Price Discount Incl. VAT

    • The system will add the value by recalculation Discount from the list price of the object with VAT (LCY) according to the exchange rate of the contract

    • Non-editable field

  • Object Price Excl. VAT (LCY)

    • Non-editable field in local currency

    • The field will be completed according to the formula

      • Object List Price Excl. VAT (LCY) - Discount from Object List Price Excl. VAT (LCY)

  • Object Price Excl. VAT (Object Price Excl. VAT)

    • Non-editable field in contract currency

    • The field will be completed according to the formula

      • Object List Price Excl. VAT - Object List Price Discount Excl. VAT

    • If there is a change in the value, the system will display an info message for the user to recalculate the residual value

  • Object Price Inc. VAT (LCY)

    • Non-editable field in local currency

    • The field will be completed according to the formula

      • Object List Price Incl. VAT (LCY)- Discount on Object List Price Incl. VAT (LCY)

  • Object Price Inc. VAT (Object Price Inc. VAT)

    • Non-editable field in contract currency

    • The field will be completed according to the formula

      • Object List Price Incl. VAT - Object List Price Discount Incl. VAT

Optional Equipment tab

Field:

  • Optional Equipment List Price Excl. VAT(LCY)

    • The field is non-editable if there is at least one entry in the Records of Optional Equipment for the given item. The value of the field is then added for each change in the records of optional equipment according to the formula:

      • SUM List Price Excl. VAT (LCY) of Optional Equipment (Equipment from Table Object Optional Equipment)

    • If there is no record in the Register of Optional Equipment for the given item, then the user can enter the value directly into this field (if the user enters the value into this field and then starts configuring the optional equipment, then the entered value will be overwritten by the sum of the values of the optional equipment)

    • When the value of a field is changed, the other fields that depend on the value of this field are subsequently calculated.

  • Optional Equipment List Price Excl. VAT

    • The field is non-editable if there is at least one entry in the Records of Optional Equipment for the given item. The value of the field is then added for each change in the records of optional equipment according to the formula:

      • SUM List Price Excl. VAT Optional Equipment in Contract Currency (Equipment from Table Object Optional Equipment)

    • If there is no record in the Register of Optional Equipment for the given item, then the user can enter the value directly into this field (if the user enters the value into this field and then starts configuring the optional equipment, then the entered value will be overwritten by the sum of the values of the optional equipment)

    • When the value of a field is changed, the other fields that depend on the value of this field are subsequently calculated.

  • Optional Equipment List Price Discount %

    • The field is non-editable if there is at least one entry in the Records of Optional Equipment for the given item. The system calculates the values according to the records of optional equipment.

    • If there is no record in the Optional Equipment Organizer for the given item, then the user can enter the value directly into this field (if the user enters a value into this field and then starts configuring the optional equipment, then the entered value will be overwritten from the optional equipment)

    • When the value of a field is changed, the other fields that depend on the value of this field are subsequently calculated.

  • Optional Equipment Price Excl. VAT (LCY)

    • Non-editable field

    • If there is at least one entry in the Evidence of Optional Equipment for the given object, then the field is completed according to the formula:

      •  SUM Optional Equipment Price Excl. VAT (LCY) (Equipments from table Object Optional Equipment)

    • If there is no entry in the Register of Optional Equipment for the given item, then the field is completed according to the fields List Price of Optional Equipment Excl. VAT (LCY) and Discount from List Price of Optional Equipment %

  • Optional Equipment Price Excl. VAT

    • Non-editable field

    • If there is at least one entry in the Evidence of Optional Equipment for the given object, then the field is completed according to the formula:

      • SUM Price of optional equipment excl. VAT in the currency of the contract (equipment from table Optional equipment of an object)

    • If there is no record in the Register of Optional Equipment for the given object, then the field is completed according to the field List Price of Optional Equipment Without VAT and VAT Rate % of the object price

Additional Equipment tab

Field:

  • Additonal Equipment List Price Excl. VAT(LCY)

    • The field is non-editable if there is at least one entry in the Records of additional equipment for the given item. The value of the field is then added for each change in the Organizer of additional equipment according to the formula:

      • SUM List Price Excl. VAT (LCY) of additional equipments (equipment from table Object Additional Equipment)

    • If there is no record in the Organizer of additional equipment for the given item, then the user can enter the value directly into this field (if the user enters the value into this field and then starts to configure the additional equipment, then the entered value will be overwritten by the sum of the values of the additional equipment)

    • When the value of a field is changed, the other fields that depend on the value of this field are subsequently calculated.

  • Additional Equipment List Price Excl. VAT

    • The field is non-editable if there is at least one entry in the Records of additional equipment for the given item. The value of the field is then added for each change in the Organizer of additional equipment according to the formula:

      • SUM List Price Excl. VAT of Optional Equipment in Contract Currency (Equipment from Table Object Additional Equipment)

    • If there is no record in the Organizer of additional equipment for the given item, then the user can enter the value directly into this field (if the user enters the value into this field and then starts to configure the additional equipment, then the entered value will be overwritten by the sum of the values of the additional equipment)

    • When the value of a field is changed, the other fields that depend on the value of this field are subsequently calculated.

  • Additional Equipment List Price Discount %

    • The field is non-editable if there is at least one entry in the Records of additional equipment for the given item. The system calculates the values according to the records of additional equipment.

    • If there is no record in the Organizer of additional equipment for the given item, then the user can enter the value directly into this field (if the user enters a value into this field and then starts to configure additional equipment, then the entered value will be overwritten from the additional equipment)

    • When the value of a field is changed, the other fields that depend on the value of this field are subsequently calculated.

  • Add. Equipment Price Excl. VAT (LCY) (Add. Eq. Price Excl. VAT(LCY))

    • Non-editable field

    • If there is at least one entry in the Records of Additional Equipment for the given item, then the field is completed according to the formula:

      •  SUM Additional Equipment Price Excl. VAT (LCY) (Equipments from table Object Additional Equipment)

    • If there is no entry in the Records of Additional Equipment for the given item, then the field is completed according to the fields List Price of Additional Equipment Without VAT (LCY) and Discount from List Price of Additional Equipment %

  • Additional Equipment Price Excl. VAT

    • Non-editable field

    • If there is at least one entry in the Records of Additional Equipment for the given item, then the field is completed according to the formula:

      • SUM Price of additional equipment excl. VAT in the contract currency (equipment from table Object Additional Equipment)

    • If there is no record in the Register of Additional Equipment for the given item, then the field is completed according to the field List Price of Additional Equipment Excl. VAT and VAT Rate % of the object price

Summary tab

Field:

  • List Price Total Excl. VAT(LCY)

    • Non-editable field

    • The value of the field must be greater than 0 and is filled in according to the formula:

      • Object Price Excl. VAT (LCY) + Optional Equipment Price Excl. VAT (LCY) + Additional Equipment Price Excl. VAT (LCY)

  • List Price Total Excl. VAT (List Price Total Excl. VAT)

    • Non-editable field

    • The system will be completed according to the formula:

      • Object Price Excl. VAT + Optional Equipment Price Excl. VAT + Additional Equipment Price Excl. VAT

  • List Price Total Incl. VAT(LCY)

    • Non-editable field

    • The system will be completed according to the formula:

      • Object Price Incl. VAT (LCY) + SUM Optional Equipment Price Incl. VAT (LCY) + SUM Additional Equipment Price Incl. VAT (LCY)

  • List Price Total Incl. VAT

    • Non-editable field

    • The system will be completed according to the formula:

      • Object List Price Incl. VAT + SUM Optional Equipment Price Incl. VAT + SUM Additional Equipment Price Incl. VAT

  • Discount Total Excl. VAT(LCY)

    • Non-editable field

    • The system automatically adds the sum of the item's discount, optional equipment and additional equipment

  • Discount Total Excl. VAT

    • Non-editable field

    • The system automatically adds the sum of the item's discount, optional equipment and additional equipment

  • Discount Total Incl. VAT (LCY)

    • Non-editable field

    • The system automatically adds the sum of the item's discount, optional equipment and additional equipment

  • Discount Total Incl. VAT

    • Non-editable field

    • The system automatically adds the sum of the item's discount, optional equipment and additional equipment

  • Acquisition Price Excl. VAT (LCY)

    • Non-editable field

    • The value of the field must be greater than 0

    • The system will be completed according to the formula:

      • List Pr. Total Excl. VAT (LCY) - Total Discount Excl. VAT (LCY)

  • Acquisition Price Excl. VAT

    • Non-editable field

    • The value of the field enters the calculation of the payment and the calculation input for the purchase price is created on it

    • The system will be completed according to the formula:

      • Total List Price Excl. VAT - Total Discount Excl. VAT

  • Acquisition Price Incl. VAT(LCY)

    • Non-editable field

    • The system will be completed according to the formula:

      • Total List Price Incl. VAT (LCY) - Total Discount Incl. VAT (LCY)

  • Acquisition Price Incl. VAT

    • Non-editable field

    • The system will be completed according to the formula:

      • Total List Price Incl. VAT - Total Discount Incl. VAT

  • Total Calc. Residential Value (LCY) (Total Calc. Residual Value (LCY))

    • The field is editable, the value of which is not filled in any way

    • The user manually enters the residual value of the item, including optional and additional equipment.

    • When the value of a field is changed, the other fields that depend on the value of this field are subsequently calculated.

  • Total Calc. Residual Value (Total Calc. Residual Value)

    • The field is editable, the value of which is not filled in any way

    • The user manually enters the residual value of the item, including optional and additional equipment.

    • When the value of a field is changed, the other fields that depend on the value of this field are subsequently calculated.

  • Total Residual Value Calculated % (Total Calc. Residual Value %

    • Non-editable field

    • The system will be completed according to the formula:

      • Total Residual Value Calculated / Total List Price of the Object Including Equipment * 100

  • Technical Evaluation Residual Value Excl. VAT (Technical Evaluation Residual Value Excl. VAT)

    • Non-editable field

    • Adds wizard for technical evaluation

  • Calculation Residual Value

    • Non-editable field

    • It will complete the system automatically according to the formula:

      • Calculation Residual Value = Total Calculated Residual Value + Technical Evaluation Residual Value Excl. VAT

    • After pressing the Finish button, the system adds the field of the same name to the contract, where it then enters the calculation of the annuity.

  • Calculation Residual Value % (%)

    • Non-editable field

    • It will complete the system automatically according to the formula:

      • Calculation Residual Value % = (Calculation Residual Value/Total List Price Excl. VAT)*100

    • After pressing the Finish button, the system will add the field of the same name to the contract.

Object Standard Equipment

From the Price and Equipment tab, the User has the option to display the standard equipment that is supplied by the Supplier of the Financed Object in the price of the Financed Object. On the Price and Equipment tab, there is a button Standard Equipment of the item:

At the touch of a button, the standard equipment card is displayed.

Field:

  • Ordering Code

    • Non-editable field

    • The value of the field is taken from the field of the same name on the catalogue card

  • Description

    • Non-editable field

    • The value of the field is taken from the field of the same name on the catalogue card

  • Description 2

    • Non-editable field

    • The value of the field is taken from the field of the same name on the catalogue card

Object Optional Equipment

The User has the option to add optional equipment to the financed object, which is supplied by the Supplier of the financed object. On the Price and Equipment tab, there is a Item Optional Equipment button.

After pressing the button, the optional equipment card is displayed, where the user defines the equipment that will increase the price of the vehicle.

An editable list if:

  • On the detailed contract status there is Change Copy Without Protocol=Y or

  • On the detailed contract status there is Change Copy Without Protocol=N and at the same time:

    • Change Copy=Y is on the contract or

    • Calc.Variant=Y.

  • Note1: Permission to edit an item without a change copy/variant via User Setup is not checked here.

  • Note2: if the card is editable according to this general description, then the editable field on the card described below applies.

Field:

  • Ordering Code

    • The user selects the optional equipment from the optional equipment that is defined on the catalogue card

  • Description

    • The value of the field is taken from the field of the same name in the catalogue card after completing the Order Code

    • Editable field, so the user can change the equipment description

  • Description 2

    • The value of the field is taken from the field of the same name in the catalogue card after completing the Order Code

    • Editable field, so the user can change the equipment description

  • VAT Rate %

    • The value of the field is added from the Prices and Equipment from the field Object Price VAT Rate %

    • The field is non-editable

  • List Price Excl. VAT (LCY)

    • The value of the field is taken from the field of the same name in the catalogue card after completing the Order Code

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

    • When changing List Price Excl.VAT, the value is automatically recalculated:

      • List Price Excl.VAT (LCY) (20)=List Price Excl.VAT (21)*Contract Exchange Rate (4026685).

  • List Price Excl. VAT (List Price Excl. VAT)

    • The system will add the default value by recalculating the List Price Excl. VAT (LCY) according to the exchange rate of the contract:

      • List Price Excl.VAT (21)=List Price Excl.VAT (LCY) (20)/Contract Exchange Rate (4026685) from the contract header.

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • List Price Incl. VAT (LCY)

    • The system will add the default value by recalculating the List Price Excl. VAT (LCY) according to the VAT Rate %

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • List Price Incl. VAT (List Price Incl. VAT)

    • The system will add the default value by recalculating List Price Incl. VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Discount %

    • The field is filled with the value from the Object List Price Discount % field from the Price and Equipment tab. If the user changes the item discount after selecting the optional equipment, then the discount will not be retroactively reflected in the optional equipment.

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Discount Excl. VAT (LCY)

    • The system completes the default value by recalculating List Price Excl. VAT (LCY) and Discount %

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Discount Excl. VAT (Discount Excl. VAT)

    • The system fills in the default value by recalculating Discount Excl. VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Discount Incl. VAT (LCY)

    • The system completes the default value by recalculating Discount Excl. VAT (LCY) according to the VAT Rate %

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Discount Incl. VAT

    • The system fills in the default value by recalculating Discount Incl. VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Price Excl. VAT (LCY)

    • The system completes the default value by recalculating List Price Excl. VAT (LCY) and Discount Excl. VAT (LCY)

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Price Excl. VAT (Price Excl. VAT)

    • The system will add the default value by recalculating the Price Excl. VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Price Incl. VAT (LCY)

    • The system will add the default value by recalculating the Price Excl. VAT (LCY) according to the VAT Rate %

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Price Incl. VAT

    • The system will add the default value by recalculating the Price Incl. VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

After closing the Item Optional Equipment tab, the system will write the prices and discounts to the Price and Equipment tab.

The following fields are calculated:

  • Total Calculated Residual Value % while maintaining Total Calc. Residual Value (LCY).

Object additional equipment

The User has the option to add additional equipment to the financed object, which is supplied by a Vendor who is not a supplier of the financed object. On the Price and Equipment tab, there is a button Additional Equipment for the item.

After pressing the button, the additional equipment card is displayed, where the user defines the equipment that will increase the price of the vehicle.

An editable list if:

  • On the detailed contract status there is Change Copy Without Protocol=Y or

  • On the detailed contract status there is Change Copy Without Protocol=N and at the same time:

    • Change Copy=Y is on the contract or

    • Calc.Variant=Y.

  • Note1: Permission to edit an item without a change copy/variant via User Setup is not checked here.

  • Note2: if the card is editable according to this general description, then the editable field on the card described below applies.

Field:

  • Additional Equipment Code

    • The user selects additional equipment from the additional equipments that are defined in the price list of additional equipment

  • Description

    • The value of the field is taken from the additional equipment field of the same name after the addition of Additional Equipment Code

    • Editable field, so the user can change the equipment description

  • Vendor No.

    • The value of the field is taken from the additional equipment field of the same name after adding the Additional Equipment Code, if it is filled in on the equipment

    • Editable field, so the user can change the equipment supplier

    • If empty, it is assumed that the supplier of the additional equipment is the vendor of the item.

  • Vendor Name

    • If the Vendor No. is added, then the system fills in the value according to this field and the field is non-editable

    • If the Vendor No. is empty, then the field is editable and the user can enter any value here

  • VAT Rate % (VAT Rate %)

    • An editable field into which the VAT rate % from the Price and Equipment card is added

  • List Price Excl. VAT (LCY)

    • The value of the field is taken from the additional equipment field of the same name after the addition of Additional Equipment Code

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

    • If the List Price Excl.VAT (21) field is changed, the value is automatically recalculated:

      • List Price Excl.VAT (LCY) (20)=List Price Excl.VAT (21)*Contract Exchange Rate (4026685)

  • List Price Excl. VAT (List Price Excl. VAT)

    • The system will add the default value by recalculating the List Price Excl. VAT (LCY) according to the exchange rate of the contract:

      • List Price Excl.VAT (21)=List Price Excl.VAT (LCY) (20)/Contract Exchange Rate (4026685) from the contract header.

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • List Price Incl. VAT (LCY)

    • The system will add the default value by recalculating the List Price Excl. VAT (LCY) according to the VAT Rate %

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • List Price Incl. VAT (List Price Incl. VAT)

    • The system will add the default value by recalculating List Price Incl. VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Discount %

    • The field is empty by default (usually for additional equipment there is a different discount than for the vehicle and optional equipment.

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Discount Excl. VAT (LCY)

    • The system completes the default value by recalculating List Price Excl. VAT (LCY) and Discount %

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Discount Excl. VAT (Discount Excl. VAT)

    • The system fills in the default value by recalculating Discount Excl. VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Discount Incl. VAT (LCY)

    • The system completes the default value by recalculating Discount Excl. VAT (LCY) according to the VAT Rate %

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Discount Incl. VAT

    • The system fills in the default value by recalculating Discount Incl. VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Price Excl. VAT (LCY)

    • The system completes the default value by recalculating List Price Excl. VAT (LCY) and Discount Excl. VAT (LCY)

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Price Excl. VAT (Price Excl. VAT)

    • The system will add the default value by recalculating the Price Excl. VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Price Incl. VAT (LCY)

    • The system will add the default value by recalculating the Price Excl. VAT (LCY) according to the VAT Rate %

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Price Incl. VAT

    • The system will add the default value by recalculating the Price Incl. VAT (LCY) according to the exchange rate of the contract

    • An editable field, which is changed to calculate the other fields that depend on the value of this field

  • Include to Financing

    • The value is A is in status < Active when creating additional equipment on the contract

    • If the additional equipment being created in the contract is in status >= Active, the value of the check box Include in financing = N

    • It is also used for technical evaluation, flag to Yes switches wizard to technical evaluation (see Změny smlouvy)

  • Technical Evaluation

    • Default value is N

    • It is also used for technical evaluation, it fills the wizard for technical evaluation (see Změny smlouvy)

  • Technical Evaluation Processed

    • Default value is N

    • It is also used for technical evaluation, it fills the wizard for technical evaluation (see Změny smlouvy)

  • Technical Evaluation Course (Techn.Eval. Exchange Rate)

    • When creating a line, the system adds the Contract Exchange Rate

    • It is also used for technical evaluation, it fills the wizard for technical evaluation (see Změny smlouvy)

  • Technical Evaluation Residual Value Excl. VAT

    • Default value is empty

    • It is also used for technical evaluation, it fills the wizard for technical evaluation (see Změny smlouvy)

  • Purchase Order No.

  • Residual Value Change To Assets

    • Default value is N

    • It is also used for technical evaluation, it fills the wizard for technical evaluation (see PD Změny smlouvy)

  • Calculation Enter Date

    • Default value is empty

    • It is also used for technical evaluation, it fills the wizard for technical evaluation (see Změny smlouvy)

  • Fixed Assets Updated

    • Default value is N

    • It is also used for technical evaluation, it fills the wizard for technical evaluation (see Změny smlouvy)

Deleting an additional equipment line is possible in the classic way, using the delete button, unless the Order No. is filled in on the line. If there is a non-cancelled order for a given equipment, then it is not possible to delete the additional equipment. First, the purchase order must be deleted or cancelled, then the order number will disappear from the additional equipment line, and therefore the equipment can be deleted.

After closing the Item Additional Equipment tab, the system will write prices and discounts to the Price and Equipment tab.

Finish configuration

As soon as the user completes the configuration of the item, it is necessary to close the Price and Equipment tab using the button "Finish" (closing the card in any other way will not make any changes to the calculation).

When this button is pressed, the system automatically performs the following actions:

  • Check the detailed status of the contract:

    • If Change Copy Without Protocol=Y is on the detailed contract status, it continues.

    • If Change Copy Without Protocol=N and at the same time:

      • Change Copy=Y or Calc.Variant=Y is on the contract and continues.

      • There is Change Copy=N and Calc.Variant=N on the contract – displays the message "Change is possible only on change copy or calc.variant." "Make the change on the change copy or variant." After confirmation, it closes the message and does not continue

  • If the Status<Active is on the contract:

    • Detects whether there is a calculation input for Purchase Price.

      • If so, it deletes it.

      • If not, it continues.

    • Creates a new calculation input for Acquisition Price (The calculation input code can be found on the Financing Product or Financing Template and the price of the calculation input is added from the Acquisition Price without VAT field).

  • If Status>=Active and <=Change Copy

    • writes the values Calculation Residual Value and Calculation Residual Value % from the subject to the header of the quote.

  • Otherwise (i.e. Status<Active):

    • Searches for the calculation input of the purchase price contract. If there is, then:

      • sets the flag Insurance Input Updated on the contract=N

      • writes the values Calculation Residual Value and Calculation Residual Value % from the subject to the header of the quote.

      • It calls a function to update input prices according to calc inputs. This will update the fields Input Price, Purchase Price Excl. VAT, Amount Paid by Customer, Amount Paid by Customer (Perc.)

    • if Status < is Active and contract flag Complete Calculation=Y, then updates and checks the insurance contracts (check the validity of product variant, framework agreement, set, rate)

    • If Complete Calculation=Y will recalculate the contract, otherwise (Complete Calculation=N) will recalculate the offer (fill in the values in the contract header, so-called Payment Calculation)

  • CZ localization only (Luxury Tax):

    • After creating the calculation input for the purchase price and/or the initial fee, the system evaluates whether it is necessary to create/remove the calculation input for the unclaimed part of VAT. The criteria for the unclaimed part of VAT are as follows:

      • System Work Date=> "VAT Limitation Valid From" (set in OneCore Settings) and

      • Financing Type= Operative Leasing and

      • Catalogue Group Code of the course has "Maximum price for VAT"<>0 (this value is then compared with the purchase price, if the purchase price is higher than the setting in the category of the card, then it meets the criterion for the unclaimed part of VAT) and

      • The value of the "Calculate limitation for VAT" field in the Financed Object Metod Usage table (if the value is YES, then it meets the criterion for the unapplied part of VAT).

    • If these conditions are met, it is a vehicle that has a price cap for the application of VAT. The wizard then creates another API Contract Calculation Input (4026450) for the contract as follows:

      • Calculation Input Type = according to Unapplied VAT Calculation Input Type Code from the financing product of the contract

      • Base Amount = calculated as follows:

        • Base Amount = (Purchase Price Excl.VAT - Maximum price for VAT from item catalogue group )*(VAT rate according to Informative VAT Bus.Posting Croup and Informative VAT. Prod. Posting Group from API Financed Object Setup (4026437)/100)

      • Other values of the calculation input as in the case of the calculation input to the purchase price

    • If a condition is not met, then the system does not create a calculation input for the unclaimed part of VAT, or removes it.

    • NOTE: Calculation/inactive contract created before the legislative change needs to be updated using the "Finish" function. It will base the calculation input on the unclaimed part of VAT if it is launched after the date of validity of the legislative change. If the user does not perform this update before activating the contract, the system will automatically create a calculation input for the unused part of VAT when activating the contract, thus increasing the installment.

  • Closes the Price and Equipment form, leaving the Item Card open.

Change configuration or Residual Value

If the user changes the configuration of the item, i.e. if he changes the optional / additional equipment, or the price of the car itself without equipment (only before activation) or the residual value (can also be changed in the contract after activation), then it is necessary to reopen the Price and Equipment tab, make adjustments and close the card using the "Finish" button. The system then performs actions according to the contract status, which are described in the previous chapter.