The first financed object, including the calculation input for the purchase price, will be created by a wizard for creating a calculation/contract.
If the user wants to create a multi-subject agreement, he/she proceeds as follows:
on the financing contract switches the Contract Type field to Multi-Object on the General tab
can then create a new item, using the Create Financed Object (under Create)
After confirming the Create Financed Object option, the system opens a new window for selecting the Financed Object Catalogue Card, from which the system will create a new Financed Object.
The Commodity Code field is filled in automatically from the last subject of the contract.
The Object Category field is populated according to the Commodity Code.
The Group field is populated from the last subject of the contract.
This process ensures that only items with the same Commodity and Group Code can be included in multiple subject contracts.
By clicking on the Catalogue Card No. field, the user clicks on the catalogue card overview.
The system automatically includes Item Category, Commodity and Group in the filters. Other filters are editable for users. It uses filters to search for the desired catalogue card and confirms the selected catalogue card by pressing the OK button
After selecting a catalogue card, the system loads the data from the card into the Catalogue Card Selection window and displays detailed information about the catalogue card.
The User can then adjust the Purchase Price Excl. VAT (LCY) or the Purchase Price Excl. VAT or indicate that it is an ESG Object (Green Financing).
By pressing the OK button, the user confirms the data and the system automatically creates a new financed object from it and fills in all the default data from the catalogue card to the object card. It also automatically creates a calculation input of the purchase price for the given item.
If Financing Type = Loan, then it is necessary to add the fields "Amount paid by customer %" or "Amount paid by customer" to the calculation input for the new object.