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Others_Tab

Others_Tab

Owned by Lango: Language and translation manager
Last updated: Sept 05, 2024Version comment
3 min read

  • Customer Credit Limit No.

    • It is used to assign a calculation/contract to a specific customer framework

    • It is possible to choose from the limits:

      • Customer No.=same as in contract

      • Product Type Filter=empty or same as contract

      • Limit Remaining Amount>=0 (i.e. the limit has not been exhausted yet)

      • Limit Status=Active

  • Salesperson Code

    • The user can enter the Code of the salesperson (merchant) who created the contract

  • Salesperson's Name

    • It will be tightened automatically according to the Salesperson Code

  • Branch

    • The system will add the Branch Code from the Create Calculation/Contract Wizard

    • User can change location

  • Sales Channel

    • The user selects from a predefined code list of values the sales channel through which the deal (contract) was concluded

  • Agent No.

    • In this field, the user selects the number of the contact (company or person) who mediated the contract

  • Administrator

    • The user can enter the Code of the contract manager who manages the agreement

  • Number of Contracts

    • Will the system automatically fill in the value "1" when creating a calculation/contract

    • The user can change if they want to create and approve another number of identical contracts from the offer

    • Editable only if the field Mandatory Quote Approval = N in User Settings and on Detailed Contract Status is flag Calculation = A

  • Approval No.

    • The system displays the approval number from the Approval History table for a given quote from a record with the flag Active = A

  • Approver Name

    • The system displays the value of the Approver Name field from the Approval History table of the offer from the record with the flag Active = A

  • Approval Status

    • The system displays the value of the Approval Status field from the Approval History table for the quote from the record with the flag Active = A

  • Approver ID

    • The user can select the entity that approved the financing contract. Selects the value from the approver list

    • editable only if field Mandatory Quote Approval = No in User Settings

    • When the contract is activated, the field must be filled in

  • Approval Protocol ID

    • The user enters the ID of the approval protocol on the basis of which the agreement was approved

    • editable only if field Mandatory Quote Approval = No in User Settings

  • Approval Date

    • empty by default. To be completed by the user after the offer has been approved by the internal approver (risk management)

    • When the contract is activated, the field must be filled in

  • Contact Rating on Signing Contract

    • to be entered by the user after entering the Contract Signing Date. When clicked, the Contact Rating opens with filters:

      • Contract Customer Contact No.

      • Rating Date<=Contract Signing Date<=Rating Valid Until

      • Contract Rating=A

        image-20240617-124928.png

    • if the contract signing date is not entered and the user tries to select a rating, the OC will display an error message:

      image-20240617-124958.png

    • if the user subsequently deletes the Contract Signing Date, the OC will also delete the rating when signing the contract

  • Rating Description on Signing the Contract

    • Adds OC automatically

  • Last Contact Rating

    • The OC will automatically fill in the last rating of the contact in the sequence when opening the contract form (or updating via F5) if:

      • A customer's contact number is specified in the contract

      • The Contract Signing Date is specified in the contract

      • It's a variable, it's not a physical field in a table.

    • The update (recalculation) takes place when the contract form is opened (or updated via F5)

  • Last Rating Description

    • Adds OC automatically

  • Object Handover Protocol Delivery Date

    • The user shall enter the date when the protocol on handing over the financed object to the customer was delivered to the leasing company

  • Date of Transfer to Active

    • The system will automatically fill in this field with the contract activation date

    • The field is not user-editable

  • Transferred to Active By

    • The system automatically fills in this field with the ID of the user who activated the agreement.

    • The field is not user-editable

  • Date Created

    • The system will automatically fill in the date of creation of the financing contract

    • The field is not user-editable

  • Created by

    • the system automatically fills in the ID of the user who created the contract

    • The field is not user-editable