Account Quote Variable Field Details
Purpose
Allow the setup of rules which automatically prefill the
Finance dialog with values.
Access
- Quote | Edit/View Variable Fields
- [F2] on the Variable Field lookup field on the Account Quote Profile Details dialog
Dialog Details
Detail Specific Fields
Field | Description |
Standard Amount | Enter a value here you wish to charge as a fixed amount. This may be overridden at the Quote Financial Details Dialog Otherwise leave blank |
Add results to total | If the value of the Variable Field needs to be
added to a total for further calculation, select the Total to be added to here. |
Financial Charge | Nominate which type of finance charge the
Variable Field relates to Any item
below Interest are considered below the line items (except Residual Value in
the case of leases). |
No Tax Impact | |
| Payout | Indicates whether the amount entered to the associated Quote Cost Item should be included in the calculated disbursement payout total. Note: Payouts should only be associated with cost items that will be credited to the dealer account when the account is made live. |
| Std Matrix | [F2] to select the required Matrix Details |
Calc Method | Term tier means the matrix calculation is based on elapsed time (usually number of months or years) between each break level. Value tier means the matrix calculation is undertaken between ranges of values. Value tier * Term (1/4) means the matrix calculation is based on a value break times the term divided by 4. |
| Tax Credit Tax Code | [F2] to select the required Tax Code |
Total for Matrix Calculator to use | Select the total the matrix calculation is to be
undertaken on. Used when a Total has
been specified previously. |
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