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Item Fact Boxes are used to quickly display the main data of the financed object or the contract of the given itemobject.
They are/are not displayed depending on the contract flag Financing with Services Y/N – the description is given separately for each fact box:
Object identificationIdentification
Faktbox is always displayed.
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Number
Object number. Fills in BC automatically, No. Number smlouvy_01, without the possibility of editing (depending on the settings)
Financing Contract No.
Completes BC automatically, without the possibility of editing
Object Contracts
BC automatically fills in completes the number of contracts for the object (if the body number on the object is empty, it gives a value of 1. Otherwise, it searches by the same body number).
Catalogue Card No.
The number of the catalogue card from which the item was created
Contract Status
Completes BC automatically, without the possibility of editing
Detailed Contract Status
Completes BC automatically, without the possibility of editing
Detail Object Status Code
Non-editable for single-object contracts, to be added by OC when changing the detailed status of the contract
Editable for multi-subject contracts
Last Object Status Change Date
Completes BC automatically, without the possibility of editing
Expiration date
Non-editable for single-object contracts, to be added by OC when changing the detailed status of the contract
will add adds OC when changing the detailed contract status for multi-object contracts, if the previous det. the Object status of the course was not flagged Early Terminated=A, After Financial Settlement=A or After Archiving=A. Editable for Multi-Subject Multiple Object Contracts
Financial Settlement Date
Non-editable for single-object contracts, to be added by OC when changing the detailed status of the contract
will add adds OC when changing the detailed contract status for multi-object contracts, if the previous det. the Object status of the course was not flagged Early Terminated=A, After Financial Settlement=A or After Archiving=A. Editable for Multi-Subject Multiple Object Contracts
Archive Date
Non-editable for single-object contracts, to be added by OC when changing the detailed status of the contract
will be added to the OC when changing the detailed contract status for multiple subject contracts, if the previous det. Object the status of the object was not flagged Early Terminated=A, After Financial Settlement=A and/or After Archiving=A. Editable for Multiple Subject Contracts
Object Category
Completes Adds BC automatically, without the possibility of editing (e.g. Vehicle), from the catalogue card
Homologation Class
Completes BC automatically from the catalogue card, without the possibility of editing (e.g. M1)
Commodity Code
Adds BC automatically from the catalogue card, without the possibility of editing (e.g. LTT)
Commodity Name
Completes BC automatically from the catalogue card, without the possibility of editing (e.g. M1)
Group
Group code, BC will be added automatically from the catalogue card, without the possibility of editing (e.g. OSOB_VOZ)
Group Name
Completes Adds BC automatically from the catalogue card, without the possibility of editing
BrandMake
Make code, BC will fill in automatically from the catalogue card, without the possibility of editing (e.g. DACIA)
Brand Name
Make Brand name, BC is will be added automatically from the catalogue card, without the possibility of editing (e.g. Dacia)
Model Line
Model line code, BC is added will fill in automatically from the catalogue card, without the possibility of editing (e.g. DUSTER)
Model Line Name
The name of the model line, BC is will be added automatically from the catalogue card, without the possibility of editing (e.g. Duster)
Model
Model code, BC fills in automatically from the catalogue card, without the possibility of editing (e.g. DUSTER SD)
Model Name
Model name, fills in BC is added automatically from the catalogue card, without the possibility of editing (e.g. Duster SD)
Model Type
Model type code, fills in BC automatically, without the possibility of editing (e.g. 1.5 DCI A0)
Model Type Name
Model type name, BC will be added fills in automatically, without the possibility of editing (e.g. 1.5 dCi Arctica Music)
Launch of the model
Completes OC from the catalogue card, without the possibility of editing
Model Year
Completes OC from the catalogue card, without the possibility of editing
Subgroup
Adds OC from the catalogue card, with the possibility of editing
Subgroup Name
Subgroup name, adds BC will be added automatically from by type, without the possibility of editing
Species
Course type, BC will be completed automatically from the catalogue card, with the possibility of editing
Model Name
Species name, fills in BC automatically according to the species, without the possibility of editing
Object Usage Type for Insurance
By default, it fills the OC according to OneCore settings. Editable.
Changed by the user, if the item is used otherwise as a standard use, the value has an impact on the insurance rate.
How to use the objectObject Usage Method
By default, OC fills in the value from the wizard if it is not empty in the wizard
If the value is empty in the wizard, then it fills in the value that has Default=Y in the table Methods Ways of using the financed object. It will then updates update it according to the Fuel Type if the Fuel Type is set to Free of Tax=Y is set on the Fuel Type.
Changes the user to a different value, if necessary. A vehicle despite this field may be exempt from road tax.
When the value changes, and if the vehicle does not have a Fuel Type with Free of Road Tax=Y, the system will automatically update the fields Exempt from Tax and Exempt Law Letter fieldsLetter of the Tax Exemption Act.
CZ localization only (Luxury Taxtax): When changing the value and then updating the page (F5, or switching to another tab – the check does not take place immediately after the change of the value in the field, but only after this update, or when saving the record is saved!) , it checks whether this it is the case for the unapplied unclaimed part of VAT
For calculations/contracts that are in a lower status as Active, the system detects whether it is necessary to automatically create/delete the a calculation input for the unclaimed unused 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 unused unclaimed part of VAT) and
The value of the "Calculate limitation for VAT" field in the Financed Object Metod Usage table
Subsequently, it is necessary to start the recalculation of the installments on the contract
For contracts that are in the Active status, the system will not automatically delete or create the calculation input for the unclaimed part of VAT, it will only display an informative message if the calculation input should have been created/deleted: Check and edit the calculation inputs due to legal restrictions (luxury tax).
The user then has to manually adjust the calculation inputs.
The criteria for the unclaimed part of VAT are as follows:
Handover Date in Contract => "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 unused unclaimed part of VAT) and
The value of the "Calculate limitation for VAT" field in the Financed Object Metod Usage table
Free of Tax
It fills the OC automatically according to the Method of Use, then according to the Fuel Type if the fuel type is set to Free of Road Tax=Y (e.g. electric according to Czech legislation).
Letter of the Tax Exemption Act
It fills the OC automatically according to the Method of Use, then according to the Fuel Type if the fuel type is set to Free of Road Tax=Y (e.g. electric according to Czech legislation).
Car InsuranceThird-party liability
Fills the OC automatically from the catalogue card
Set value A if object is subject to third-party insurance
Editable
Name 1
Does OC automatically fill in the value of Group Description
Name 2
Does OC automatically fill in the value of from the Make
Name 3
Fills Does the OC automatically with fill in the value of Model Name
Name 4
Fills in the OC automatically with the value of Model Type Name
Title
Does the OC automatically fill in the value from Name 1+Name 2+Name 3+Name 4 (Category=Vehicle) or Name 1+Name 2+Subgroup Description+Type Name (Machine) Name
Customer's -Contact No.
Completes OC automatically, without the possibility of editing
Driver No.
The user can create and assign a driver to an object in the Object Driver History (from the contact persons of the customer contact who have Driver=Y)
The field displays the most recent last entry in from the Driver History
If there is an unblocked fuel card for the item, the driver's change will be written to the fuel card
Driver Name
Automatically fills in the OC with the driver's name from the Driver History
Current Actual Market Price
Automatically fills in the BC fieldValue
Adds BC automatically, if the functionality is used, that is not editable by the userto a non-user-editable field
Actual Market Value Date
The BC will add the date automatically, according to the system date of entering the market price
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Vendor No.
To be completed by user (mandatory value for contract activation)
Vendor Name
displays BC automatically according to Vendor No.
Vendor Business Place No.
To be completed by the user from the vendor's business locations
Vendor Business Place Name
displays BC automatically by Vendor Business Place No.according to the vendor's business location number
Order Code
Completes Fills in the OC automatically from the catalogue card, without the possibility of editing
It is used when ordering an object
Vendor Offer No. (ENG: Vendor Offer No., SK: Vendor Offer No.)
The file name of the vendor's file. The file must be located on the storage that is specified in OneCore Settings.
On the Editable tab
Object Order E-mail Address (SK: E-mail Address for Object Orders)
It is pulled into tightened to the purchase order of the subject, then when the email order is sent to the email
Lookup to the Object Order E-mail Address table (from the vendor) with the filters enabled:
Record Type=Vendor
Number=Vendor No.
Tag Code=Subject Tag Code or an empty field (i.e. the user can select an email address with the same tag or with a blank one).
If only one record is matched, the OC will be completed automatically if the Vendor No. on the object is selected.
Requested Delivery Date
The user manually enters fills in the requested delivery date. This date is then applied to the item/additional equipment purchase order
Purchase Order No. (ENG: Purchase Order No., SK: Purchase Order No.)
Displays the purchase order number (not canceledcancelled) of the financed financing object, if any
Object Purchase Order Count (ENG: Object Purchase Order Count)
Calculated field, number of item purchase orders (including canceled ones)
Equipment Purchase Order Count (ENG: Equipment Purchase Order Count)
Calculated field, number of additional equipment purchase orders from other vendors (including canceled ones)
Confirmed Delivery Date (ENG: Confirmed Delivery Date)
Displays Shows the value of the confirmed delivery date from the item purchase order (if specified on the order)
Expected Handover Date to Customer (SK: Predkládaný datum dodanie zákazníkovi)
Displays Shows the value of the confirmed delivery date from the item purchase order (if specified on the order)
Purchase Type
User selects from values (Standard, Resale, Leaseback)
If Releasing Excluding VAT=Y, the field will be manually non-editable.
Releasing Excluding VAT (VAT)
The value is taken from the financing product
Field The field is non-editable
If the flag "Releasing Leaseback exempt from VAT" = Yes, it is not possible to set the flag VAT Special Mode (APICZ VAT Special Mode ) to Yes.
Leasing with delivery of goods
Used
Y/N, add in financial leasing with delivery of goods.
It is filled with a wizard to create the calculation
VAT Special Mode
A/N - a calculation/contract without services from the used Financing Product when creating a subject to the contract
Non-editable.
Used Financed Object
Y/N, adds wizard to create calculation
VAT Special Mode
A/N - for SK: par. 66, for CZ: means that the leasing company is not entitled to deduct VAT (i.e. the rate is 0%). At However, at the output, however, VAT is calculated at via the standard rate. According to this parameter, the BC determines the method of calculating VAT for instalmentsinstallments.
Individual Import
Y/N, to be completed by the user.
Object ESG
Y/N, add adds wizard to create the calculation
Evidence Fields
Editable, user can change
Total Object Lifetime in Months
fills in the OC automatically from the catalogue card
Note: It is assessed in operating leases from the perspective of IFRS
Object Handover Address Code
To to be completed by a the user from the customer's alternate addresses
Object Placement Address Code
To to be completed by a the user from the customer's alternate addresses
Expected Handover Date
fills in BC automatically from the field of the same name from the contract. If there is a change in the contract, it will be automatically adjusted on the subject as well. User. non-editable.
Object Handover Date
fills in BC automatically from the field of the same name from the contract. If there is a change in the contract, it will be automatically adjusted on the subject as well. User. non-editable.
Expected Termination Date
fills in BC automatically from the field of the same name from the contract. If there is a change in the contract, it will be automatically adjusted on the subject as well. User. non-editable.
Item No.
Empty by default, editable (like other fields on the card in relation to change copy, variants, etc.
Lookup into to Item(27), Item List(31,List) with Blocked(54)=N
The user selects the item number manually.
Fixed Asset No.
Empty by default, non-editable
The asset card number is completed with by the Build Fixed Assets Cards task or the FA Card Transfer task.
Registration Data Tab
In the The Registration Data tab , you can find information about contains data on the registration of the financed object. Some of these data can be filled in by the user already in the wizard for creating an offer, but most of them can be filled in directly on the Financed Object Card card after receiving the Technical Certificate of the Financed Object.
Field:
Licence Plate No.
Entered To be entered by the user after clicking on the field in the License Plate History table
For a See description see Registrační čísla vozidla
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 choose from the options Leas.spol./Customer/Other entitySubject. 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 servicesServices=Y):
When changing from Leas.spol. to a different OC value OC deletes services (if they exist and if Contract Status<Active and Service Status<Active apply):
Service Type = Road Tax , and
Service Typetype=Fee Charge Type type= Radio Fee licence fee and/or Television Feelicence fee
When changing from a different value to Leas.spol. displays the message: It is necessary to create the MOI a service for MV 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 shopping centre automatically according to the number of the operator's business place
First 1st Registration Date
The field is added from the wizard
If the Financing Type is Operative Leasing and Fleet Management, then the Date of First Registration Date can be changed.
If there is a Road Tax service is 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:
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
isDate of first registration on the leasing company
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 Enters by the user. After filling in the OC, it will automatically creates create the first record entry in the Odometer Status History
Year
to be entered manually by the user
Production Month
to be entered manually by the user
Vehicle Reg. Certificate No.
Registration number, Part I., is entered manually by the user (small technical card-plastic card)
Technical Certif. No.Vehicle registration number
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 Fieldfields
Technical Certif. Lending Date
Informative Fieldfields
Technical Certificate Delivery Date After Change
Informative Fieldfields
Technical Data Tab
In the Technical Data tab, you can find technical data about the financed object. Most of them are downloaded from the catalogue card, but the user can change them. Some fields in this tab are linked to the creation of insurance contracts and services.
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Chassis No. (VIN)
Displays the OC value if it has been entered in the registration data
Serial number
Displays the OC value if it has been entered in the registration data
No. Number type. EC approval
entered manually by the user (e.g. E1*2001/116*0307*33)
ES Type Approval Date
entered manually by the user (e.g. 10/10/2012)
Engine Displacement (ccm)
adds BC from the catalogue card or Entered Enters manually by the user
Engine Power (kW)
adds BC from the catalogue card or Entered Enters manually by the user
Engine Power (hp)
adds BC from the catalogue card or Enters by the user manually. Note: automatic recalculation is not possible due to the ambiguity of the coefficient.
Supercharging
adds BC from the catalogue card or Entered manually by the user from the table Engine Charges table
Fuel Type
add adds BC from the catalogue card or Enter Enters manually by the user from the table Fuel Type List table
if the Fuel Type is set to Free of Road Tax=Y, the system will also update the Free of Tax and Free of Tax Letter of Law fields when the value of the fuel type code changes.
Gearbox
adds BC from the catalogue card or Entered Enters manually by the user from the Gearbox table Gearbox
Number of Gearsgears
adds BC from the catalogue card or Entered Enters manually by the user
Type of Body
BC is added completed automatically from the catalogue card or entered by the user from the Types of Body table
Number of Doors
adds BC from the catalogue card or Entered Enters manually by the user
Colour Code
The user enters the color code (the experiment is known, for example, from the supplier's offer)
Color
to be entered manually by the user
Interior Colour
to be entered manually by the user
Seats
adds BC from the catalogue card or Entered Enters manually by the user
Roof Load load (kg)
adds BC from the catalogue card or Entered Enters manually by the user
Fuel Tank Volume (l)
BC can be added from the catalogue card or entered manually by the user
Length (mm)
adds BC from the catalogue card or Entered Enters manually by the user
Width (mm)
adds BC from the catalogue card or Entered Enters manually by the user
Height (mm)
adds BC from the catalogue card or Entered Enters manually by the user
Kerb Weight (kg)
adds BC from the catalogue card or catalogue card, or Enters manually by the user manually
Max. Allowed Total Weight (kg)
adds BC from the catalogue card or Entered Enters manually by the user
Total Weight on Axles (kg)
entered manually by the user (for some types of trucks, it serves as an input to the motor vehicle tax assessment)
Max permissible weight of vehicle combination (kg)
adds BC from the catalogue card or Entered Enters manually by the user
Maximum permissible mass. Trailer (braked) (kg)
adds BC from the catalogue card or Entered Enters manually by the user
Maximum permissible mass. Trailer (unbraked) (kg)
adds BC from the catalogue card or Entered Enters manually by the user
Number of axles
adds BC from the catalogue card or Entered Enters manually by the user
Rear Dual Fitting
to be completed by the user if there is a double mounting of rear tires on the object.
This field is used to calculate the tire service, where the system determines a higher quantity amount of tires
Propulsion
BC can be is added automatically from the catalogue card or entered manually by the user from the Drive table (Front, Rear 4x4, etc.)
Wheelbase (mm)
adds BC from the catalogue card or Entered Enters manually by the user
Highest Construction design. Speed (km/h)
adds BC from the catalogue card or Entered Enters manually by the user
ES/EHK sound emissionSound Emissions
enter entered manually by the user (e.g. 715/2007*566/2011F)
Outdoor Stationary Noise Level (dB(A))
entered manually by the user (e.g. 72,0)
Outdoor Moving Noise Level (dB(A))
entered manually by the user (e.g. 72,0)
ES/EHK ECE Emissions
Fill fill in the BC from the catalogue card or Enter by the user manually (e.g. 715/2007*566/2011F)
Emission Standard Code
Fill in the adds BC from the catalogue card or Enter Enters manually by the user from the Emission Standards table (e.g. EURO5)
CO Emissions (g/km) Emissions
BC can be added from the catalogue card or entered manually by the user
HC Emissions
BC can be added from the catalogue card or entered manually by the user
NOx Emissions (g/km) Emissions
BC can be added from the catalogue card or entered manually by the user
HC+NOx (g/km) Emissions
BC can be added from the catalogue card or entered manually by the user
Particles (g/km)
BC can be added from the catalogue card or entered manually by the user
Absorption Correlation Coefficient (1/m)
BC can be added from the catalogue card or entered manually by the user
CO2 Emissions (g/km)
BC can be added from the catalogue card or entered manually by the user
Consumption – City (l/100 km)
BC can be added from the catalogue card or entered manually by the user
Consumption – Out of City (l/100km)
BC can be added from the catalogue card or entered manually by the user
Consumption – Combined (l/100 km)
BC can be added from the catalogue card or entered manually by the user
Control
Withdrawal options:
Sided
Left-Hand Driving
In the middle
Double sided
Other
Number of cylinders
BC can be added from the catalogue card or entered manually by the user
Torque
BC can be added from the catalogue card or entered manually by the user
Powertrain Type
BC can be added from the catalogue card or entered manually by the user
Hybrid Type
BC can be added from the catalogue card or entered manually by the user
Vehicle Range range (km)
BC can be added from the catalogue card or entered manually by the user
Number of Security and /GPS Count
After clicking on the data, the security table of security of the financed object will be displayed. The user can enter the necessary security measuressafeguards, including their parameters and flags, whether the item is considered as a to be the security of an the object with an impact on the amount of the insurance premium.
Tires and Rims Tab
The tab is visible only for contracts with Financing with services=A (i.e. typically OL and GMPSVP), otherwise not.
In the Tires and Rims tab, there are two subformers. One with the technical data for the tires and the other with the technical data for the rims of the financed object. If these technical data are specified listed on the catalogue card, then the system will transfer these data to the financed object, where the user can change them. Tire service (Tires, Rims, Tire Change, and Rim Accessories) are calculated for the parameters listed in these subforms.
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Spare wheel
Y/N. Default A, user editable.
Short Range Wheel
EditableRun-down wheel
editable if Spare wheel=A. Default N.
TPMS Pressure Sensors
Y/N, default A. User editable.
TPMS Type
Direct by default. Ak AK Pressure sensor TPMS=N, not non-editable. If Pressure Sensor TPMS=A, the field is editable. The user selects from Direct/Indirect.
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Location
selects the user from the options
Front+Rear Back (default value)
Front
Rear
Period
The user selects from the following options:
Summer – cannot be selected in combination with Year-round.
Winter – cannot be selected in combination with Year-round
Year-round – cannot be selected in combination with Summer or Winter.
Tire Category
completes fills in the OC automatically from the financing product/template, or modifies the user from the Basic, Medium, Premium options
Width
the width of the tire.
Fills in BC automatically from the object course catalogue card or selects by the user from the Tire Widths table, e.g. 225
Profile
Tyre profile.
Fills in BC automatically from the object item catalogue card or selects the user from the Tire Profiles table, e.g. 45
Rim Diameter
Rim diameter.
Fills in BC automatically from the object item catalogue card or selects by the user from the Rim Diameters table, e.g. 17
Tire Change Type (Tire+Rim, Tire)
Value has an impact on the establishment of the Tire Change service
Sets up the system automatically:
If the user sets To Calculation=N on the Rim Lines rows (the default value when creating the calculation) or if the user sets it to N, the system automatically sets Tire Change Type=Tire on tire lines rows that have the same Position
If the user sets To Calculation=Y on the Rim Rows, the system will automatically set Tire Change Type=Tire+Rim on tire rows that have the same positions
Load Index (LI)
The the load index is filled in automatically from the catalogue card of the object or entered by the user, e.g. 91
Speed Category (SI)
The the speed category is filled in automatically from the course catalogue card or entered by the user, e.g. in the
Tire Special Property Code
selection from the dial list (e.g. RUNFLAT, etc.).
XL
Y/N,
By default, N. Ak A, changed manually by the user manually.
Type(Passenger, 4x4, VAN)
entered by the user and specifies determines the type of tyre
Object Rim (API Object Rim / 4026676) – Subform
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Entering Object Rims is a necessary condition for setting up creating the Tire Service/Rim Rims service.
To Calculation
adds fills in the user to on A if he/she wants the service given rim row to be entered into the creation of the given rim row Service Service Type=Rim
When set to Y, the system sets will set the tire rows to the same tires on the rows. Seasonality Tire Change Type=Tire+Rim
If it is N or when set to N, the system will set the same amount of tires on the rows. Seasonality Tire Change Type=Tire
Rim Code
selects the user from the options specified in the code list Rim Types
Location
the user selects from the following options: Front+Back Rear (default value), Front or Rear
Width
BC is added completed automatically from the course catalogue card or entered by the user (e.g. 6.5 out of from size 6.5J x 17)
Suffix
to be completed by the user from the rim size of the rim (e.g. J from the size 6.5J x 17)
Diameter
fills in BC automatically from the course item catalogue card or selects from the Rim Diameter table (e.g. 17)
ET
to be completed by the user from the rim size (e.g. 42 from the size 6.5J x 17 ET 42)
Number of Holes
to be completed by the user (if the value is known)
Pitch (mm)
to be completed by the user (if the value is known)
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Maintenance Tab (Maintenance Tab)
The tab is visible only for contracts with Financing with services=A (i.e. typically OL and GMPSVP), otherwise not.
In the service tab, the user has the option to record data related to the service. The fields listed in on this tab are filled in manually by the user.
Field:
MOT Check Valid EK/TK Validity Date
to be entered manually by the user
If the table Definition of MOT Inspection Deadlines is set correctly Roadworthiness Inspection Periods (see the documentation) is set up correctly 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 "Object Usage Method" and its validity as of the working date. If only one row matches, the system uses it for calculation. If more than one row is suitable, the system searches further searches according to by engine capacity and maximum speed.
Free Maintenance free of charge
Y/N. Default N. Entered To be entered by the user if A.
No. Number of Years years of Free Maintenancefree service
editable, if Free ServiceMaintenance free=A, to be entered manually by the user
No. of km of Free Maintenancefree service
editable, if Free ServiceMaintenance free=A, to be entered manually by the user
Prepaid Maintenance
Y/N. Default N. Entered To be entered by the user if A.
Prepaid Service Number of Years Prepaid Service
editable, if Prepaid service=A, entered manually by the user
Prepaid service number Maintenance Number of km
editable, if Prepaid service=A, entered manually by the user
Standard Warranty
Y/N. Default A. Entered To be entered by the 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 By default, N. Entered To be entered by the 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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In the Termination tab, the user records the data related to the financed object upon termination of the financing contract, if the object is returned to the leasing company.
The fields listed in on this tab are filled in manually by the user or by wizard to change the detailed status.
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Customer Expected Return Date
It is used to record the date when the customer expects to be able to return the vehicle (used especially in operational leasingoperating leases). It is only a registration date.
Editable only via the AsistEdit button, which starts the wizard Change Expected Return Date:
Number No. (No.)
The system will automatically fills fill in the number of the given financing contract
Customer Expected Return Date
By default, it displays the value of the field from the header of the financing contract
Enter Entered manually by the user.
After confirmation by the Finish button, the system will enter writes the date into the field in the Financing Contract financing contract and into the field of the same name on the Financing Objectfinancing object.
Note: this is handled solved in the form of codeunit API Ch.Cust.Exp.Ret.Date Wiz. (4047589) in order to be able to set write rights via standard User Permissions in derogation from the functionality of change copies/variants.
Object Return Date
is written from the wizard or entered manually by the user
if the Financing with Services=Y is on the financing contractFinancing Contract:
when changing the Object Return Date, it finds the line in the Odometer Status History with Object Return=A and updates the Mileage Date on this record according to the changed value
Mileage upn Return
is written from the wizard or entered manually by the user
if the Financing with Services=Y is on the financing contractFinancing Contract:
When when entered, the system automatically creates an entry in the Odometer Status History and sets the Object Return flag to Y on the record
in case of an additional value change, it searches for a record in Odometer Status History with Object Return=A and updates the Odometer Status on this record according to the changed value
Planned Mileage
the system calculates automatically
value = Contractual mileage Mileage + Initial mileageMileage
Upper Tolerance %
Completes Fills in the system automatically from the contract card
Upper Tolerance
Completes Fills in the system automatically from the contract card
Lower Tolerance %
Completes Fills in the system automatically from the contract card
Lower Tolerance
Completes Fills in the system automatically from the contract card
Km under/over Limit
Fills in the system automatically when you enter the Planned mileageMileage)
Returned Second Set of Wheels
is written from the wizard or entered manually by the user
Object Taken Over By
is written from the wizard or entered manually by the user
selection from Users – i.e. an employee of the leasing company
Object Taken Over By Partner
is written from the wizard or entered manually by the user
Selection of suppliers
Inspection Date
is written from the wizard or entered manually by the user
Excessive Wear Excl. VAT (Excessive Wear Excl.VAT)
is written from the wizard or entered manually by the user
Excessive Wear Correction
It is written from the wizard or entered manually by the user manually. The value is set by the user to A if excessive wear is being repaired and the repair is approved through a the service permission.
Inspected By (Inspected By)
is written from the wizard or entered manually by the user
selection from Users – i.e. an employee of the leasing company
Inspected By Partner No.
is written from the wizard or entered manually by the user
Selection of suppliers
Termination Comment
the user manually enters a text note to end terminate if he/she wants to
Buy-back Guarantee
the user switches manually, if the item is subject agreed to buy-be bought back by the supplier
informative Informative field only, it has no link to the contract guarantee
for SDS is filled from Business Portal
Book Value Excl. VAT (Book Value Excl.VAT)
the user enters it manually if he wants to record it directly on the object
Editable
Estimate Market Price Excl.VAT
the user manually enters the estimated market price of the object without VAT
Estimate Market Price Incl.VAT
the system automatically adds an informative price with VAT according to the posting groups set in Financing the Financed Object Settings
Selling Price Accept Date
User enters manually after receipt of receiving payment for the sale of the vehicle
Certificate Unsubsription Date
to be entered manually by the user
Technical certate certifikate Handover To'
selects manually by the user
Technical Certificate Check-ou Date
to be entered manually by the user
Vehicle Handover to Buyer Date
to be entered manually by the user
Evidence of Object Sales Prices (API Evid. of OrderObj. Sales Price / 4026585) – Subform
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Chassis No. (VIN)
Fills up the system automatically
Financing Contract No.
Fills up the system automatically
Sales Price Excl. VAT
Does the user manually enter the amount of the selling price without VAT in the contract currency
Buyer No.
to be entered by the user as soon as he already knows the buyer of the financed financing object is known
Buyer Name
completes fills in the system automatically according to the Buyer 's No.
Valid From
The user enters the start date of the price validity
Endorsed
Selects a user from a list of users
Approval Date
Does the user manually fill in the price approval date
Discount %
The user enters the amount of the discount in %, if it was provided to the buyer
If the discount is entered in sum, the % value is automatically recalculated from the Sales Price Excl. VAT
Discount Excl. VAT
The user enters the amount of the discount excl. without VAT, if it was provided to the buyer
If a discount is entered in %, the value is recalculated automatically from the Sales Price Excl. VAT
Discount Incl. VAT
The system will automatically fill in add the price with VAT according to the informative posting groups set in the Financed Object Settings
Invoiced Price Excl. VAT
The Will the system calculates calculate automatically
Value = Sales Selling Price Excl. VAT – Discount Excl. VAT
Invoiced Price Incl. VAT
The system will automatically fill in add the price with VAT according to the informative posting groups set in the Financed Object Settings
Commission %
The user enters the amount of the commission in %, if it was provided to the buyer
If the entered commission is entered in sum, the value % is recalculated automatically from the Sales Price Excl. VAT
Commission Excl. VAT
The user enters the amount of the commission excl. without VAT, if it was provided to the buyer
If a the entered commission is in % is entered, the value is recalculated automatically from the Sales Price Excl. VAT
Sales Invoice No.
Completes the system automatically after creating a sales invoice for an objectthe subject
Posted Sales Invoice No.
Replenishes Fills the system automatically after posting a sales invoice for an object
Invoice Date
The user manually enters the date of issue of the invoice for the sales price.
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Number
Entered by the user by selecting from the table Ownership Sheet List
Cadastral Office
Can Is it be entered manually by the user when creating the title deed or will be completed by the system is completed automatically after filling in the number.
Cadastral Office Address Code
Can Is it be entered manually by the user when creating the title deed or will be completed by the system is completed automatically after filling in the number.
Owner
Can Is it be entered manually by the user when creating the title deed or will be completed by the system is completed automatically after filling in the number.
Owner Address Code
Can Is it be entered manually by the user when creating the title deed or will be completed by the system is completed automatically after filling in the number.
Other Owners
Can Is it be entered manually by the user when creating the title deed or will be completed by the system is completed automatically after filling in the number.
Easements
Can Is it be entered manually by the user when creating the title deed or will be completed by the system is completed automatically after filling in the number.
Title Deeds
Can Is it be entered manually by the user when creating the title deed or will be completed by the system is completed automatically after filling in the number.
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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 tab (see Smlouva se službami and Smlouva bez služeb), some are different.
On the COURSE CARD of the course there is functionality:
Create section
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Create Default Services
The button is displayed 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 the creation of insurance contracts that enter into installments and that are set up on the financing product/financing template.
Create Order
The button is displayed only displayed for contracts with Financing with Services=A.
It allows Allows you to generate an order for an object item or additional equipment of for an object item (see Nákupní objednávky předmětu)
Create Mass Order
The button is displayed only displayed for contracts with Financing with Services=A.
It allows you to generate a bulk order of an item or additional equipment of an object item (see Nákupní objednávky předmětu)
Elements Sectionsection
Functionality:
Calculation Inputs
Opens the list of calculation inputs of the course.
Insurance Contracts
Opens the list of insurance contracts entering into installments that are assigned to the itemobject.
Contract Services
The button is displayed only displayed for contracts with Financing with Services=A.
Opens the contract service overview.
Subject Components Section Parts of the Course
Functionality:
Price and Equipmentequipment
The button is displayed only displayed for contracts with Financing with Services=A.
Opens the Item Prices tab:
It contains Contains detailed configurations of the item's price, including options to display for displaying Standard Equipment (if specified on the Catalogue Card), Optional Equipment (if specified entered on the Catalogue Card) and Additional Equipment (select selection 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 the Smlouva se službami and Smlouva bez služeb .
Object Security
Opens an overview the list 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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Functionality:
Fuel Cards
The button is displayed only displayed for contracts with Financing with Services=A.
Opens an overview of the fuel cards that are assigned to an the item.
Licence Plate No. History
Opens the History list overview of course registration numbers that are assigned to the course.
Contractual Mileage
The button is displayed only displayed for contracts with Financing with Services=A.
Opens an overview of the item's contractual (and annual) mileage. To enter values, see Smlouva se službami and Smlouva bez služeb OL.
Odometer Status History
The button is displayed 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 PermissionPermissions
The button is displayed only displayed for contracts with Financing with Services=A.
Opens an overview of the item's service permission listpermissions.
Maintenance Permission Lines
The button is displayed only displayed for contracts with Financing with Services=A.
Opens the list of object service permission lines.
Object Revisions
The button is displayed only displayed for contracts with Financing with Services=A.
Opens the item revision 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 subjectitem.
Events section
Functionality:
Asset Card Transfer
Detailed in Převod karty majetku
Preparation of the handover of the object
Detailed in Příprava předání předmětu
Mass Preparation of Object Handoverpreparation of the handover of the object
Available only from the Course List
Detailed in Hromadná příprava předání předmětu
Create Pred-Insurance
Detailed in Založení před-pojištění
Related Sectionsection
Functionality:
Catalogue Card
Opens the course catalogue card.
Contract Card
Opens the object financing contract tabcard.
Attachments
Opens the course attachments.
The user can save files (pdf, docs, jpg, etc.) that he wants to attach to the financed object (e.g. offer of the object supplier, additional equipment, handover protocol, etc.) into the object course attachments.
For principles and detailed descriptiondescriptions, see Smlouva bez služeb and Smlouva se službami
RPZV Log
opens a table for entering RPZV detailsdetail
Reports section
Functionality:
Print Documents
Allows printing of documents from the Printout Definition that have Table ID = 4026560 and meet the other filters.
For principles and detailed descriptiondescriptions, see Smlouva bez služeb and Smlouva se službami
Send Documents
Allows sending documents from the Printout Definition that have Table ID = 4026560 and meet the other filters.
For principles and detailed descriptiondescriptions, see Smlouva bez služeb and Smlouva se službami