Account Quote Details

Purpose

To enter the client and finance information required to produce loan documentation. If the loan is approved, the Quote details will be made directly into an Account. 

Timing

Quotes may be created at any time

Access

1. Quote | Access Quotes | 
   
2.  | Account Quote Browse | 

Dialog Details

Detail Specific Fields

Field	Description
Profile	[F2] to  the required Quote Profile
Checklist Type	[F2] to  a Checklist
Client	[F2] to display the Client Browse Search and  an existing client or  a new client
Reason	A reason for the loan may be entered here
Dealer Comm	Leave Blank – not used
Quote Date	Date the Quote was created
Contract Date	Will become the account open date
Start Date	Will become the account start date Usually the same date as the Contract Date
First Instalment Date	Date that the first instalment would be due
Expiry Date	Date the quote will no longer be valid from
Default Rate	Populated from the completion of the  dialog
Max Collateral	The maximum number of collateral items that may be added to the documentation created from the quote The number specified defaults from the Quote Profile and may be changed
Interest Rate	The interest rate on the loan account
Exclude from Reports	Check on if this Quote should not be included in the Quote menu reporting

Detail Specific Function Buttons

[Buttons]	Description
	Displays the Account Quote Financial Details The appearance of the dialog is system and setup dependent
	Allows the Collateral Details to be entered, so that these may then be printed to the loan documentation
	Allows existing Collateral items associated with the loan client to be copied to the Collateral items for the Quote
	Displays a list of communications created against this quote.
	Creates the Loan Documentation
	Displays the Add Client Details dialog prefilled with the client details entered to this quote
	Makes the Quote into a live Account When accessed the Account Details dialog for the module will be presented If the Account Control item to verify quotes is checked on then the following dialog will be presented: Check on the check box and  to continue once quote validation is complete. The details should be reviewed for correctness, and any blank mandatory fields completed  to complete the process. The Quote will be deleted
	Allows the creation of a Financing Statement that may be registered with the PPSR prior to a quote being made into an account Collateral must have been set up first
	Displays the list of Checklist Items that must all be Complied before a quote may be made into a live account
	Allows the input of Insurance details
	Presents the Insurer Details Browse
	Allows selection of any additional clients, guarantors or next of kin
	Display Only Dialog Displays the dates and staff member who first entered, and last modified the Quote Also records the Base Quote Number and Sequence
	Presents the Account Recurring Charges Browse for entry of monthly account fees
	Allows the initial Account Direct Debit details to be setup
	Allows the setup security taken over property.
	Report of the scheduled payments for the account The Direct Debit details must be setup for this to be created There are no report parameters Select  to view the report

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