Object Configuration, Standard, Optional, Additional Equipment
- Lango: Language and translation manager
- Tomas Nagy
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 in the same way as, for example, on an existing contract).
Editable tab 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:
There is Change Copy=Y on the contract or
Calc.Variant=Y.
Note1: Permission to edit an object 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 editability of the 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 the Customer Posting Group field in the contract header
The user can change the value of the field and then all fields "with VAT" will be 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
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
When changing the 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 Object List Price Excl. VAT (LCY) according to the exchange rate of the contract
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
When changing the 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 the value by recalculation Object List Price Excl. VAT (LCY) according to the VAT rate % of the Object Price
Field is non-editable
Object List Price Incl. VAT
The system will add the value by recalculation Object List Price 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:
Then, the system first checks to see if it exists in the table "Model Type Discount" valid row to the reference date (Reference Date – it is filled in when creating the WORKDATE-om 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 "Model Line Discount" 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 complete 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" 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 complete 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.
The fields will be fine-tuned according to the Make, Model Line and Model Type of the object
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
Object List Price Discount Excl. VAT
The system fills in the default value by recalculating Discount from the Object List Price Excl. VAT (LCY) according to the exchange rate of the contract
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
Object List Price Discount Incl. VAT (LCY)
The system will add the default value by recalculating Discount from the list price of the object without VAT (LCY) according to the VAT rate % of the price of the object
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
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 filled in according to the formula
Object List Price Excl. VAT (LCY) - Discount on Object List Price Excl. VAT (LCY)
Object Price Excl. VAT (Object Price Excl. VAT)
Non-editable field in contract currency
The field will be filled in according to the formula
Object List Price Excl. VAT - Discount on the list price of the object without VAT
If there is a change in the value, the system displays 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 filled in 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 filled in 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 register 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 Records of Optional Equipment for the given object, 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 register 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 of optional equipment in the contract currency (equipment from table Optional equipment of an object)
If there is no record in the Records of Optional Equipment for the given object, 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 register 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 Records of Optional Equipment for the given object, 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 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 Register of Optional Equipment for the given object, then the field is completed according to the formula:
SUM Optional Equipment Price Excl. VAT (LCY) (Equipment from table Object Optional Equipment)
If there is no entry in the Register of Optional Equipment for the given object, then the field is completed according to the fields List Price of Optional Equipment Without 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 Register 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 Records 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 Records of Additional Equipment according to the formula:
SUM List Price Excl. VAT of Optional Equipments in the Contract Currency (Equipment from the Object Additional Equipment table)
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 the value into this field and then starts configuring the 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) (Equipment from table Object Additional Equipment)
If there is no record in the Records of Additional Equipment for the given object, 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 currency of the contract (equipment from table Additional equipment of the object)
If there is no record in the Records of Additional Equipment for the given object, 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 (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 will be completed automatically as the sum of the item's discount, optional equipment and additional equipment
Discount Total Excl. VAT
Non-editable field
The system will be completed automatically as the sum of the item's discount, optional equipment and additional equipment
Discount Total Incl. VAT (LCY)
Non-editable field
The system will be completed automatically as the sum of the item's discount, optional equipment and additional equipment
Discount Total Incl. VAT
Non-editable field
The system will be completed automatically as the sum of the item's discount, optional equipment and additional equipment
Acquisition Price Excl. VAT (LCY)
Non-editable field
Field value 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 payment calculation and a 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:
List Pr. Total 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 object 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 object 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 completes 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 fills in the field of the same name in the contract, where it then enters the annuity calculation.
Calculation Residual Value % (Calculation Residual Value %)
Non-editable field
It completes 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 push 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 in the catalogue card
Description
Non-editable field
The value of the field is taken from the field of the same name in the catalogue card
Description 2
Non-editable field
The value of the field is taken from the field of the same name in 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:
There is Change Copy=Y on the contract or
Calc.Variant=Y.
Note1: Permission to edit an object 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 editability of the 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 Prices and Equipment from the Object Price VAT Rate % field
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, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
Discount Excl. VAT (LCY)
The system fills in the default value by recalculating List Price Excl. VAT (LCY) and Discount %
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
Discount Excl. VAT
The system completes the default value by recalculating Discount Excl. VAT (LCY) according to the exchange rate of the contract
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
Discount Incl. VAT (LCY)
The system completes the default value by recalculating Discount Excl. VAT (LCY) according to the VAT Rate %
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
Discount Incl. VAT (Discount Incl. VAT)
The system fills in the default value by recalculating Discount with VAT (LCY) according to the exchange rate of the contract
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
Price Incl. VAT (LCY)
The system fills in the default value by recalculating the Price Excl. VAT (LCY) according to the VAT Rate %
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
Price Incl. VAT (Price Incl. VAT)
The system fills in the default value by recalculating the Price with VAT (LCY) according to the exchange rate of the contract
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
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 Residual Value Calculated in % 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 for Additional Equipment of 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:
There is Change Copy=Y on the contract or
Calc.Variant=Y.
Note1: Permission to edit an object 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 editability of the 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 additional equipment price list
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 given 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 supplier 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, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
Discount %
The field is empty by default (usually there is a different discount for additional equipment than for the vehicle and optional equipment.
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
Discount Excl. VAT (LCY)
The system fills in the default value by recalculating List Price Excl. VAT (LCY) and Discount %
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
Discount Excl. VAT
The system completes the default value by recalculating Discount Excl. VAT (LCY) according to the exchange rate of the contract
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
Discount Incl. VAT (LCY)
The system completes the default value by recalculating Discount Excl. VAT (LCY) according to the VAT Rate %
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
Discount Incl. VAT (Discount Incl. VAT)
The system fills in the default value by recalculating Discount with VAT (LCY) according to the exchange rate of the contract
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
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, when it is changed, the other fields that are dependent on the value of this field are calculated
Price Incl. VAT (LCY)
The system fills in the default value by recalculating the Price Excl. VAT (LCY) according to the VAT Rate %
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
Price Incl. VAT (Price Incl. VAT)
The system fills in the default value by recalculating the Price with VAT (LCY) according to the exchange rate of the contract
An editable field, when it is changed, the other fields that are dependent on the value of this field are calculated
Include to Financing
Value is A is in status < Active when adding additional equipment to the contract
If the additional equipment being created on the contract is in status >= Active is the value of the Include in financing check box = N
It is also used for technical evaluation, the flag to Yes switches the wizard to technical evaluation (see Contract Changes)
Technical Evaluation
The default value is N
It is also used for technical evaluation, it fills the wizard for technical evaluation (see Contract Changes)
Technical Evaluation Processed
The default value is N
It is also used for technical evaluation, it fills the wizard for technical evaluation (see Contract Changes)
Course Technical Evaluation (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 Contract Changes)
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 Contract Changes)
Purchase Order No.
Displays the purchase order number of additional equipment (see also Object Purchase Orders)
Residual Value Change To Assets
The default value is N
It is also used for technical evaluation, it fills the wizard for technical evaluation (see PD Contract Changes)
Calculation Enter Date
Default value is empty
It is also used for technical evaluation, it fills the wizard for technical evaluation (see Contract Changes)
Fixed Assets Updated
The default value is N
It is also used for technical evaluation, it fills the wizard for technical evaluation (see Contract Changes)
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
Once the user has completed the configuration of the item, it is necessary to close the Price and Equipment tab using the "Finish" (closing the card in any other way will not make any changes in 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:
There is Change Copy=Y or Calc.Variant=Y on the contract – continues.
There is Change Copy=N on the contract and Calc.Variant=N – 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 Cost.
If so, it deletes it.
If not, it continues.
Creates a new calculation input for the 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 Excl. VAT field).
If Status>=Active and <=Change Copy is
writes the Calculation Residual Value and Calculation Residual Value % values from the subject to the menu header.
Otherwise (i.e. Status<Active):
Searches for the calculation input of the purchase cost contract. If there is, then:
sets the Insurance Input Updated flag on the contract=N
writes the Calculation Residual Value and Calculation Residual Value % values from the subject to the menu header.
It calls the function to update the input prices according to the calc inputs. This will update the fields Input Price, Purchase Price Excl. VAT, Amount Paid by Customer, Amount Paid by Customer (Perc.)
if the Status < is Active and the contract flag is Complete Calculation=Y, then it will update and check 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/delete 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 unused 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 unclaimed 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 object catalogue card group)*(VAT rate according to Informative VAT Bus.Posting Croup and Informative VAT. Prod. Posting Group z 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 effective date of the legislative change. If the user does not perform this update before activating the contract, the system will automatically create the calculation input for the unused part of VAT when activating the contract, thus increasing the installment.
Closes the Price and Equipment form, leaving the Course 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 (it is also possible to change it in the contract after activation), then it is necessary to open the Price and Equipment tab again, 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.