Account Quote Profile Details

Purpose

The Account Quote Profile determines the default values and variable field names on the Quote Financial Details dialog

Timing

Account Quote Profiles may be setup at any time

Access

1. Quote | Edit/View Account Quote Profile
   
2. [F2] Lookup on the Profile Field on the Quote

Dialog Details

Detail Specific Fields

Field	Description
Account Type	[F2] to  the Account Type for the Quote Profile
Communication Type	[F2] to  the Communication Type for the Loan Documentation This Communication Type will then always be defaulted to the  function of the Account Quote Details
Checklist	[F2] to  a Checklist Type if this is required
Frequency	Select the default Instalment Frequency to appear on the Quote Financial Details
Interest Rate Req or Principal Interest Rate	Displaying Interest Rate Required If a standard interest rate is used, entering the rate here will populate the interest rate on the Account Quote Financial Details Displaying Principal Interest Rate If the associated Account Types has the lending option set to Future Ledger Interest the field will change to display Principal Interest Rate If an Interest Profile is selected, the rate here will populate the interest rate on the Account Quote Financial Details dialog for the Future Ledger Interest only
Uplift Rate	The percentage that the required interest rate should be increased by for the default interest rate
Interest Profile	If an Interest Profile is selected, the rate here will populate the interest rate on the Account Quote Financial Details dialog for the Current Ledger Balance
First Payment	Select from either Advance or Arrears
Non Maintained Lease	Lease Module only Check on if the Lease has no maintenance component
Consumer Loan	Check on if this is a Consumer loan, and subject to CCCFA legislation
Separate Payment Schedule	Check this to enable a Payment Schedule to be produced This function is only available for Fixed Loans
Allow Lease Quote Import Details	Check this on to allow the Lease Quote Import Details to be selected on a Lease Quote
Max Collateral	The maximum number of items of collateral that can be loaded to a Financing Statement This number can be changed on the Quote if required
Variable Loan Quote	Variable Loan Module only Select the Variable Loan Quote Calculation option Options are: Principal & Interest (default) Daily Interest - Repayable Daily Interest - Reinvest Annualised Interest - Repayable

Payment Schedule Setup

Separate Payment Schedule check on Quote Profile

Field	Description
Next Date	Populated with the First Payment Date from the Quote Details Dialog
Next Amount	Always zero
Use Instalment Schedule	NEVER check this on
Standard Date	Populated with the First Payment Date from the Quote Details Dialog
Frequency	Updated from the Quote  Repayment Schedule Frequency details
Day	Day from the First Payment Date May change if frequency is monthly to align month end day
Standard Amount	Updated from the Quote  Repayment Schedule Frequency details
Bank Account	Manually enter the bank account details for the client

Separate Payment Schedule NOT check on Quote Profile

Field	Description
Next Date	Populated with the First Payment Date from the Quote Details Dialog
Next Amount	Always zero
Use Instalment Schedule	Can be check on id the Direct Debit amount is the same as the Instalment Schedule amount and the timing is the same
Standard Date	Populated with the First Payment Date from the Quote Details Dialog
Frequency	Updated from the Quote  Repayment Schedule Frequency details
Day	Day from the First Payment Date May change if frequency is monthly to align month end day
Standard Amount	Updated from the Quote  Repayment Schedule Frequency details
Bank Account	Manually enter the bank account details for the client

Variable Fields

The Variable Field details determine the rules of whether the amount is standard and how the amount will be included in the calculation of the loan in the Account Quote Financial Details. 

A number of these are already setup, so selection should be made according to the below. 

Field	Description
Normally Cash Price	[F2] to  the Loan Advance Variable Field
Variable Fields 2-7, 11-15	The selected field detail should correspond to the relevant Control Details Cost Items. E.g. If Fixed Loan Cost Item 3 is the PPSR Registration Fee, then the 3rd field on the Variable Fields list should also be the PPSR
Normally Deposit	[F2] to  the Deposit Variable Field
Normally Trade In	[F2] to  the Trade In Variable Field
MUST BE Interest	[F2] to  the Interest Field - no other field should ever be selected here

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