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Financing Product Name
Completes OC automatically based on Financing Product No.
Non-editable field
Financing Template No.
Selects the user from the Financing Templates table.
A financing template is not required to create a calculation.
After clicking on the lookup, the system will display a tab to select a financing template. The card consists of two parts:
Financing Template Identification (Filter Field) P
Financing Templates subform.
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Aback
Active button, it can return to the previous screen
Another
Inactive button
Finish
After confirming Finish, the wizard will perform a flag check on the Financing Contract Product Type
If REFI code=N is Optional and the REFI code field is empty, it will display an error and will not allow you to continue. If the REFI code is entered, it continues to create the calculation.
If REFI code =A is optional, the check will not be performed and will continue
It creates the header of the calculation/contract (under the number from the number series of calculations/contracts or entered in step 1/3) and the subject, calculation inputs, etc., then sets the parameters entered here (see below).
Performs the initial calculation:
If Calculate APR= or and Calculate IRR=Y or N and Leasing with Goods Delivery=Y N on the financing product (or already created in the calculation), it calls the functions as current, i.e. calculate the payment using formulas without calling the financial calculator.
If Calculate APR= or Calculate IRR=Y or Leasing with Goods Delivery=Y on a financing product (or already created calculation), it calls the calculation function (starts the financial calculator and deploys the payment calc., etc.) in the background.
As a result, a repayment contract is created, APR and IRR are calculated, or a calculation input for VAT is created. If VAT is Financing=Y, then the payment calendar has this VAT in instalments. The payment calendar is completely created by the contract and there is no need to run the calculator again.
Subsequently, it notifies the user that the calculation/contract has been created and asks if he wishes to display the created record.
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