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Creation of another financed object

The first financed object, including the calculation input for the purchase price, will be created by create a wizard for creating a calculation/contract.

If the user wants to create a multi-subject agreementcontract, he/she proceeds as follows:

  • on the financing contract switches the Contract Type field to Multi-Object Multiple Objects on the General tab

  • can then create a new item, using the Create Financed Object (under Create)

After confirming the Create Financed Object option, the system opens a new window for selecting the Financed Object Catalogue Cardcatalogue card of Financed Objects, from which the system will create a new Financed Object.

  • The Commodity Code field is filled in automatically from the last subject of the contract.

  • The Object Category field is populated filled according to the Commodity Code.

  • The Group field is populated from the last subject of the contract.

This process ensures that only items with the same Commodity and Group Code can be included in multiple subject contractsObject Contracts.

By clicking on the Catalogue Card No. field, the user clicks on the catalogue card overview.

  • The system automatically includes Item Category, Commodity and Group in the filters. Other filters are editable for usersthe user. It uses filters to search searches for the desired required catalogue card using filters and confirms the selected catalogue card by pressing the OK button

  • After selecting a catalogue card, the system loads reads the data from the card into the Catalogue Card Selection window and displays detailed information about the catalogue card.

  • The User can then adjust the Purchase Price Excl. VAT (LCY) or the Purchase Price Excl. VAT, or indicate that it is an ESG Object (Green Financing).

...

If Financing Type = Loan, then it is necessary to add the fields "Amount paid by customer %" or "Amount paid by customer" field to the calculation input for the new object.image-20240722-125109.pngImage Removed

Leasing with delivery of goods

For multi-object contracts, there are no specific changes compared to a single-object contract.

Leasing with delivery of goods summarized here Finanční leasing s dodáním zboží (pouze pro CZ/SK)