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  • Licence Plate No.

  • Chassis No. (VIN)

    • To be entered manually by the user

  • Serial number

    • To be entered manually by the user

  • Object Owner

    • The value is filled in after creating a calculation from the API Financing Product Type (4026652)) from the Object Owner field.

    • The user can change the value and select from the options Leas.spol./Customer/Other entity. By default, Leas.spol.

  • Owner No.

    • Editable if Object Owner=Other Subject

    • selected by user if Object owner = Other subject

    • for other values Object owner not editable

  • Owner Name

    • Editable if Object Owner = Other Subject and Object Owner Number =empty

    • Adds OC automatically according to the owner's number

    • If the owner number is empty, the user can enter the name manually.

  • Operator

    • The value is filled in after creating a calculation from the API Financing Product Type (4026652)) from the Operator field.

    • The user can change the value and select from the following options: Leas.company/Customer/Other entity. By default, Leas.spol.

    • if there are services in the contract (for contracts with Financing with services=Y):

      • When changing from Leas.spol. to a different value OC deletes services (if they exist and if Contract Status<Active and Service Status<Active apply):

        • Service Type=Road Tax, and

        • Service Type=Fee Charge Type = Radio Fee or Television Fee

        • When changing from a different value to Leas.spol. displays the message: It is necessary to create the MOI Tax, Radio Fee or TV Fee service.

    • When changing the value from Other Entity to another value, it automatically deletes the values of Operator No., Operator Name, Operator's Business Place No. and Operator's Business Place Name

  • Operator No.

    • Editable if Operator=Other Subject

    • selected by the user if it is Operator=Other Subject

    • non-editable for other values of the Operator

  • Operator Name

    • Editable if Operator=Other Subject and Operator No.=empty

    • Fills in the OC automatically according to the operator's number

    • If the operator number is empty, the user can enter the name manually.

  • Operator's Business Place No.

    • selected by the user if it is Operator=Other Subject

    • non-editable for other values of the Operator

  • Operator's Business Place Name

    • Fills in the OC automatically according to the number of the operator's business place

  • First Registration Date

    • The field is added from wizard

    • If the Financing Type is Operative Leasing and Fleet Management, then the First Registration Date can be changed.

    • If there is a Road Tax service on the contract, then when editing, the system checks:

      • The date of the first registration cannot be empty. If the user deletes it, the system displays an error message and does not allow the change to be saved:

        image-20240607-115447.png

      • If the field is not empty after editing, the user is also asked: Do you want to update the road tax?

      • After confirmation, the user is shown a window for calculating the road tax, where the user must press the FINISH button and the team will update the service to the road tax.

  • Leasing Company's First Registration Date

    • is entered by the user, by default, the Date from the first record in the table is set to the registration number records. The field is editable.

  • Initial Mileage

    • Enter by the user. After filling in the OC, it automatically creates the first record in the Odometer Status History

  • Year

    • to be entered manually by the user

  • Production Month

    • to be entered manually by the user

  • Vehicle Reg. No.

    • Registration number, Part I., is entered manually by the user (small technical card-plastic card)

  • Technical Certif. No.

    • entered manually by the user (large technical certificate)

  • Technical Certificate Placement

    • Where is the original of the vehicle registration certificate stored

    • Withdrawal options:

      • Client

      • Dealer

      • Leasing Company

      • Importer

  • Technical Certif. Delivery Date

    • Informative Field

  • Technical Certif. Lending Date

    • Informative Field

  • Technical Certificate Delivery Date After Change

    • Informative Field

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  • MOT Check Valid Date

    • to be entered manually by the user

    • If the table Definition of MOT Inspection Deadlines is set correctly (see the documentation Business Setup), the system filters the table of deadline definitions when changing the Date of First Registration or when changing the Method of Usage of Object " and validity as of working date. If only one row matches, the system uses it for calculation. If more than one row is suitable, the system further searches according to engine capacity and maximum speed.

  • Free Maintenance

    • Y/N. Default N. Entered by user if A.

  • No. of Years of Free Maintenance

    • editable, if Free Service=A, entered manually by the user

  • No. of km of Free Maintenance

    • editable, if Free Service=A, entered manually by the user

  • Prepaid Maintenance

    • Y/N. Default N. Entered by user if A.

  • Number of Years Prepaid Service

    • editable, if Prepaid service=A, entered manually by the user

  • Prepaid service number of km

    • editable, if Prepaid service=A, entered manually by the user

  • Standard Warranty

    • Y/N. Default A. Entered by user if N.

  • Standard Warranty No. of Months

    • Editable if Standard Warranty=A. To be entered manually by the user

  • Standard Warranty No. of km

    • Editable if Standard Warranty=A. To be entered manually by the user

  • Extended Warranty A/N

    • Default N. Entered by user if A.

  • Extended Warranty Number of Years

    • Editable if Extended Warranty=A. To be entered manually by the user

  • Extended Warranty No. of km

    • Editable if Extended Warranty=A. To be entered manually by the user

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There are a number of buttons and functions on the overview and the item card. Some of them have the same functionalities as on the contract card (see Smlouva se službami and Smlouva bez služeb Contract With Services and Contract Without Services), some are different.

On the CARD of the course there is functionality:

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  • Create Default Services

    • The button is only displayed for contracts with Financing with Services=A.

    • Allows one-time creation of services that are marked as Default=Y on the financing product/financing template

  • Create Insurance Contracts

    • Allows you to create insurance contracts that enter into installments and that are set up on the financing product/financing template.

  • Create Order

  • Create Mass Order

Elements Section

Functionality:

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  • Price and Equipment

    • The button is only displayed for contracts with Financing with Services=A.

    • Opens the Item Prices tab:

      image-20240607-121457.png

    • It contains detailed configurations of the item's price, including options to display Standard Equipment (if specified on the Catalogue Card), Optional Equipment (if specified on the Catalogue Card) and Additional Equipment (select from the Additional Equipment Pricelist)

    • If the user makes a change in the configuration, he/she must use the Finish button to make updates to the calculation (prices, residual values), etc.

    • Detailed description in Smlouva se službami and Smlouva bez služeb Contract With Services and Contract Without Services.

  • Object Security

    • Opens an overview of the security devices of the financed object, where the user can enter the security equipment of the object (including GPS devices) and their parameters. The specified security equipment may have an impact on the amount of the insurance premium.

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  • Fuel Cards

    • The button is only displayed for contracts with Financing with Services=A.

    • Opens an overview of fuel cards that are assigned to an item.

  • Licence Plate No. History

    • Opens the History list of course registration numbers that are assigned to the course.

  • Contractual Mileage

  • Odometer Status History

    • The button is only displayed for contracts with Financing with Services=A.

    • Opens an overview of the odometer statuses that are assigned to the object.

    • For more information, refer to the Odometer Status History chapter of this document

  • Claims

    • Opens the item's insurance claim list.

  • Maintenance Permission

    • The button is only displayed for contracts with Financing with Services=A.

    • Opens the item's service permission list.

  • Maintenance Permission Lines

    • The button is only displayed for contracts with Financing with Services=A.

    • Opens the list of object service permission lines.

  • Object Revisions

    • The button is only displayed for contracts with Financing with Services=A.

    • Opens the list of revisions for the subject.

  • External Checks

    • The button is displayed for contracts with and without Financing with services.

    • Opens the list of external checks for the subject.

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Related Section

Functionality:

  • Catalogue Card

    • Opens the course catalogue card.

  • Contract Card

    • Opens the object financing contract tab.

  • Attachments

  • RPZV Log

    • opens a table for entering RPZV details

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