Contract_Factbox

There are several factboxes in the Contract Overview and on the Contract tab. Some fields in factboxes, or even factboxes, are visible only for contracts with Financing with services=A – will be listed in the description.

The fields are drawn from the fields of the same name from the customer's contact.

Object identification

• Licence Plate No.

  • Displays information from the field of the same name from the financed object.

• Chassis No. (VIN)

  • Displays information from the field of the same name from the financed object.

• Serial number

  • Displays information from the field of the same name from the financed object.

• Initial Mileage

  • Displays information from the field of the same name from the financed object.

  • Visible only if Financing with Services (4026780)=Y is in the contract, otherwise not.

• Total List Price Excl. VAT

  • Displays information from the field of the same name from the financed object.

  • Visible only if Financing with Services (4026780)=Y is in the contract, otherwise not.

Contract Details

The fields display data from the fields of the same name from the financing contract, their meaning is obvious.

• Yearly Mileage

  • Displays the value from the Yearly Distance (4047150) field of the API Financing Contract Header (4026397)

  • Visible only if Financing with Services (4026780)=Y is in the contract, otherwise not.

• Contractual Mileage

  • Displays the value from the Contractual Distance field (10055) from the API Financing Contract Header (4026397)

  • Visible only if Financing with Services (4026780)=Y is in the contract, otherwise not.

• Contractual End Date

  • Displays the value from the Contractual End Date (10100) field of the API Financing Contract Header (4026397)

  • Visible only if Financing with Services (4026780)=Y is in the contract, otherwise not.

• Contractual End Date

  • Displays the value from the Offer field. Term. Date after Ext.(10105) from API Financing Contract Header (4026397)

  • Visible only if Financing with Services (4026780)=Y is in the contract, otherwise not.

At the bottom are the calculated fields, their meaning:

• No. of Objects of the Contract

  • Displays the number of objects in the contract.

  • After clicking, an overview of courses will open with a filter for the contract number.

• No. of Contract Guarantees

  • Displays the number of contract guarantees.

  • After clicking, the list of guarantees will open with a filter for the number of the contract.

• Customer Comment Count

  • Displays the number of customer comments.

  • After clicking, a list of notes will open with a filter for the customer number of the contract.

• Contract Comment Count

  • Displays the number of notes in the agreement.

  • After clicking, a list of notes will open with a filter for the contract number.

• Number of Issued Reminders

  • Displays the number of issued reminders.

  • After clicking, a list of notes will open with a filter for the contract number.

• Number of Customer Active Contracts

  • Displays the number of customer contracts in Status=Active.

  • After clicking, an overview of contracts will open with a filter for the customer's number and Status=Active.

Contract Statistics

Displays the total values of the contract.

• Principal Amount Total

  • The sum of the values in the Principal column of the contract payment calendar.

  • After clicking, the payment of the contract will open.

• Total Interest

  • The sum of the values in the Interest column in the contract payment calendar.

  • After clicking, the payment of the contract will open.

• Deposit Total

  • The sum of the values in the Prepayment column of the contract payment calendar.

  • After clicking, the payment of the contract will open.

  • It is not currently in use.

• Services Total

  • The sum of the values in the Service column of the contract payment calendar.

  • After clicking, the payment of the contract will open.

• Total Insurance

  • The sum of the values in the Insurance column of the contract payment calendar.

  • After clicking, the payment of the contract will open.

• Contract Balance (LCY)

  • The sum of open contract ledger entries (from customer ledger entries filtered to the contract number) in local currency (sum of Remaining Amount (LCY) fields).

  • When clicked, the Customer Ledger Entries report opens with filters not Customer No. and Contract number:

  • A detailed description is in the subchapter below

• Issued Finance Charge Total

  • The sum of open contract entries of the finance charge type (from customer ledger entries with a filter on Contract No. and Document Type) in the contract currency (the sum of the Remaining fields).

  • When clicked, the Customer Ledger Entries overview opens with filters.

• Issued Finance Charge Total (LCY)

  • The sum of open finance charge type contract entries (from customer ledger entries filtered to Contract No. and Document Type) in local currency (sum of Remain(LCY) fields).

  • When clicked, the Customer Ledger Entries overview opens with filters.

Contract Profitability

For a description, see a separate chapter

Utilization of services

Faktbox is displayed only for contracts with Financing with services=Y, otherwise not.