Quote Fields

Quote Fields

Collateral Fields

The following group of fields store the collateral details as entered on the Collateral Details screen.  A Quote may have a number n of collateral details.  

The Max Collateral field must be entered on the quote.  This is the maximum number of collateral items that can be entered against this quote. 
Field
Explanation
[ACCQUO_COLn]
This is an amalgamation of all fields making up the Collateral details
[ACCQUO_COLn_BODY]
Body Style of the car
[ACCQUO_COLn_CHASSIS_SERIAL]
The Serial number of the car chassis
[ACCQUO_COLn_COLOUR]
The colour of the car
[ACCQUO_COLn_ENGN_SIZE]
The car engine size
[ACCQUO_COLn_FUEL_TYPE]
The fuel type
[ACCQUO_COLn_ITM_DES]
Item description
[ACCQUO_COLn_MAKE]
The make of the car
[ACCQUO_COLn_MODEL]
The model of the car
[ACCQUO_COLn_OWNER]
Collateral owner
[ACCQUO_COLn_REGNO]
The car registration number
[ACCQUO_COLn_TRANS_TYPE]
Transmission type
[ACCQUO_COLn_VIN_HIN]
Vehicle Identification Number or Hull Identification Number
[ACCQUO_COLn_YEAR]
The year the car was first registered
[ACCQUO_COLn_LOCATION]
Location filed on the nth collateral record

Cost Fields

The following group of fields store the costs as entered in the Financial Details screen.   A number n of costs may be entered. (n is between 1 and 15)

FieldExplanation
[ACCQUO_CSTn]Actual value of the cost n on the Financial details screen – usually the cost price
[ACCQUO_CST-n]Allows the printing of the amount in ACCQUO_CSTn  with the opposite sign

For example as ACCQUO_CST3 is the GST credit on a lease, this will allow the printing of GST as a positive amount
[ACCQUO_CSTn_CALC_AMT]System calculated amount of the cost n
[ACCQUO_CSTn_CALC_UNITS]System calculated units of the cost n
[ACCQUO_CSTn_DES]Description of the cost n
[ACCQUO_CSTn_ITEM_DESCRIPTIONS]This a comma separated list of the items under cost field n which have a description and an amount
[ACCQUO_CSTn_UNITS]Actual units of the cost n
[ACCQUO_CSTn_UNITS_WHOLE]The whole value of the actual units of the cost n (i.e. without decimal places)
[ACCQUO_CSTn_WHOLE]Actual dollar value of the cost n

Cost Item Fields

The following group of fields store the cost items as entered in the Account Quote Cost Item Details screen.   For every cost n on the Financial details screen there may be x (zero or many) cost items.

FieldExplanation
[ACCQUO_CSTn_ITEMx DESC]The description of the cost item x of cost n
[ACCQUO_CSTn_ITEMx]Actual value of the cost item x of cost n – usually the cost price 
[ACCQUO_CSTn_ITEMx_CALC_AMT]The system calculated amount of the cost item x of cost n
[ACCQUO_CSTn_ITEMx_CALC_UNITS]The system calculated units of the cost item x of cost n
[ACCQUO_CSTn_ITEMx_UNITS]The number of units of the cost item x of cost n
[ACCQUO_CSTn_ITEMx_UNITS_WHOLE]The value of the xth Item under Cost n expressed without decimal places

Generic Quote Fields

FieldExplanation
[ACCQUO_ACTADD]Actual address associated with the client selected from the client database 
[ACCQUO_ALP]Quote Code 
[ACCQUO_CONDTE]Date of the Contract 
[ACCQUO_CONTERM]This is the number of instalments and the term

If the quote was 36 instalments and the term monthly, this would print as 36 Months
[ACCQUO_CST1+2]ACCQUO_CST1 plus ACCQUO_CST2

Where ACCQUO_CST1 is the gross value of the asset being leased including GST and ACCQUO_CST2 is the GST credit, this field will give the net value of the asset being lease

This is a print field only.  
[ACCQUO_CST1+3]ACCQUO_CST1 plus ACCQUO_CST3

Where ACCQUO_CST1 is the gross value of the asset being leased including GST and ACCQUO_CST3 is the GST credit, this field will give the net value of the asset being leased

This is a print field only
[ACCQUO_CST1-9-10]
The value of the goods being finance, i.e. the cost price less deposit and trade in
[ACCQUO_CSTA]
Total of above the line charges AccQuo_Cst1 through to AccQuo_Cst8
[ACCQUO_CSTB]
Total deposit = AccQuo_Cst9 + AccQuo_Cst10
[ACCQUO_CSTC]
This is the Amount Financed, or Total Advance under CCCFA
[ACCQUO_CSTD]
This is the Amount Financed plus Interest Charges

It is the Balance Payable under CCCFA
[ACCQUO_CSTF]
Total cost of the transaction = AccQuo_CstA + AccQuo_CstTotFinChg
[ACCQUO_DAY_DUE]
This is the numerical ‘day’ component of the first payment date 
[ACCQUO_DES]
Description from the description field of the client database 
[ACCQUO_DLR_COMM_PER_INST]
Dealer commission per install
[ACCQUO_DLR_PAYOUT]
Dealer payout $ value
[ACCQUO_DTE]
Date of the quotation 
[ACCQUO_ENDDTE]
This is the end date of the quote, it is based on whether the first payment is in advance or arrears and looks at the frequency and number of instalments to calculate
[ACCQUO_ERV]
Estimated Residual Value (ERV)
[ACCQUO_ERV_SHARE]
The % Sales proceeds over and above the ERV to be rebated to the client
[ACCQUO_EXPDTE]
The date from which this quote is no longer valid, i.e. the expiry date of the quote itself
[ACCQUO_EXTN_USER]
The External User for a quote
[ACCQUO_FACILITYLIMIT]
The Facility Limit entered to the Account Quote Finance details
[ACCQUO_FINRTE]
Quotation Finance Rate 
[ACCQUO_FLTRTE]
Quotation Flat Rate
[ACCQUO_FSTPMTDTE]
Date the first payment is due
[ACCQUO_FSTPMTIND]
This is the first payment indicator

It will be in arrears or in advance
[ACCQUO_INS_COMPANY_DES]
Insurance company description
[ACCQUO_INS_COVER_AMT]
Insurance cover amount
[ACCQUO_INS_EXPIRY_DTE]
Insurance expiry date
[ACCQUO_INS_POLICY_DES]
Insurance policy description
[ACCQUO_INS_POLICY_NO]
Insurance policy number
[ACCQUO_INSFRQ]
This is the instalment frequency from the quote such as Weekly, Monthly etc
[ACCQUO_INSFRQ_LC]
This is the instalment frequency from the quote, with the first letter in lower case, such as weekly, monthly etc
[ACCQUO_INSFSTAMT]
First install amount of the quote net instalment
[ACCQUO_INSFSTAMT_AP]
The first instalment amount plus the Recurring Charge amount per instalment
[ACCQUO_INSFSTTAX1]
First install amount of first tax entered beside the quote instalment

This is usually GST
[ACCQUO_INSFSTTAX2]
First install amount of second tax entered beside the quote instalment

This is usually Stamp Duty
[ACCQUO_INSFSTTAXES]
First install total of taxes on the quote instalment
[ACCQUO_INSFSTTOT]
First install gross quote instalment amount inclusive of all taxes
[ACCQUO_INSFSTTOT_AP]
The first instalment amount plus the Recurring Charge amount per instalment including taxes
[ACCQUO_INSLSTAMT]
Last install amount of the quote net instalment
[ACCQUO_INSLSTAMT_AP]
The final instalment amount plus the Recurring Charge amount per instalment
[ACCQUO_INSLSTTAX1]
Last install amount of first tax entered beside the quote instalment

This is usually GST
[ACCQUO_INSLSTTAX2]
Last install amount of second tax entered beside the quote instalment

This is usually Stamp Duty
[ACCQUO_INSLSTTAXES]
Last install total of taxes on the quote instalment
[ACCQUO_INSLSTTOT]
Last install gross quote instalment amount inclusive of all taxes
[ACCQUO_INSLSTTOT_AP]
The final instalment amount plus the Recurring Charge amount per instalment including taxes
[ACCQUO_INSPERIOD]
The singular description of the instalment period of the quote  i.e Month, Week, Fortnight etc
[ACCQUO_INSPERIOD_LC]
The singular description of the instalment period of the quote in lower case  i.e month, week, fortnight etc
[ACCQUO_INSSTDAMT]
Standard install amount of the quote net instalment
[ACCQUO_INSSTDAMT_AP]
The standard instalment amount plus the Auto payment amount per instalment
[ACCQUO_INSSTDTAX1]
Standard install amount of first tax entered beside the quote instalment

This is usually GST
[ACCQUO_INSSTDTAX2]
Standard install amount of second tax entered beside the quote instalment

This is usually Stamp Duty
[ACCQUO_INSSTDTAXES]
Standard install total of taxes on the quote instalment
[ACCQUO_INSSTDTOT]
Standard install gross quote instalment amount inclusive of all taxes
[ACCQUO_INSSTDTOT_AP]
The standard instalment amount plus the Recurring Charge amount per instalment including taxes
[ACCQUO_INST_COUNT_1] through to 8
Instalment Count 1-8 from the Finance dialog
[ACCQUO_INST_AMOUNT_1] through to 8   
Instalment Amount 1-8 from the Finance dialog
[ACCQUO_INTRTE]
Interest Rate used to calculate interest on the quote
[ACCQUO_LSTPMTDTE]
Date that the last instalment will post for this account based on the start date, frequency of instalments and number of instalments
[ACCQUO_MKT_VALUE]
This is the Market Value of the Quote
[ACCQUO_MSG1]
Detail of message one from the quote screen 
[ACCQUO_NUM]
Quote number
[ACCQUO_OCC]
The occupation of the client the quote is for
[ACCQUO_OTHERCHARGES]
The sum of the values in Cost Items 2 through 8 plus Cost Items 12 through 14
[ACCQUO_OVERUSE]
The overuse unit charge
[ACCQUO_PAYMENTS]

This is a description of the payment details of the quote. 

For example:
59 monthly payments of $120.00 each commencing Wednesday, 26 April 200
61 payment of $594.00 due Saturday, 26 March 2011
The last payment due Saturday, 26 March 2011
[ACCQUO_PAYMENTS_AMT_ONLY]

This is a description of the payment details of the quote but without the dates. or spaces for dates to be manually added. 

For example:
59 monthly payments of $120.00
1 payment of $594.00 
[ACCQUO_PAYMENTS_NO_DATES]

This is a description of the payment details of the quote, excluding the dates.  The dates can then be added into the quote manually.  

For example:
59 monthly payments of $120.00 each commencing
1 payment of $594.00 due
The last payment due
[ACCQUO_PENRTE]
Penalty rate for the quote

This will update the override rate on the contract when an account is made
[ACCQUO_POSADD]
Postal address associated with the client selected from the client database 
[ACCQUO_RSN]
Reason for the Loan 
[ACCQUO_STADTE]
Start Date of the Contract 
[ACCQUO_START_MTH]
This is the ‘month’ component of the first payment date [ACCQUO_FSTPMTDTE]
[ACCQUO_STF]
Code of the staff member associated with this quotation 
[ACCQUO_STAUNT]
Lease quote – Number of Units available at the start
[ACCQUO_TERM]
The term of the loan by frequency and number of instalments
[ACCQUO_TERM_CNT]
Number of instalments
[ACCQUO_TERM_CNT_LESS1]
Number of instalments less 1
[ACCQUO_TOTAL_AP_AMT]
The total value of the Recurring Charges associated with the quote
[ACCQUO_TOTAMTFIN]
Total amount financed (total gross cost + total deposit )
[ACCQUO_TOTFINCHG]
Total of Interest plus all below the line charges 
[ACCQUO_TOTPAY]
Total balance payable 
[ACCQUO_TOTPAY_INCL_FEES]
Total payable on the contract plus the total of the recurring charges
[ACCQUO_TOTPAY_INCL_TAX]
Total payable on the contract including taxes
[ACCQUO_UNDERUSE]
Under use unit rebate
[ACCQUO_USAGE_ALLOWED]
Usage allowance

Checklist Fields

FieldExplanation
[CHKLST_CLI_DES]Client description from the client database
[CHKLST_CLI_WRKFAX]The work fax number of the client from the client database
[CHKLST_CLI_WRKPHN]The work telephone number of the client from the client database
[CHKLST_CODE]The code allocated to a Checklist
[CHKLST_COMPLIANCESTF_DES]The description of the staff member complying the quote through the Checklist
[CHKLST_DES]The description of the Checklist
[CHKLST_DL_DES]
The description of the Dealer from the client database
[CHKLST_DL_WRKFAX]
The work fax number of the Dealer  from the client database
[CHKLST_DL_WRKPHN]
The work telephone number of the Dealer from the client database
[CHKLST_SETTLEMENTSTF_DES]
The description of the staff member settling the quote through the Checklist

Direct Debit Fields

FieldExplanation
[ACC_DD_NXTDTE]Account direct debit next date
[ACC_DD_FRQ]Account direct debit frequency
[ACC_DD_STDNXTDTE]Account direct debit standard next date
[ACC_DD_STDAMT]Account direct debit standard amount
[ACC_DD_NXTAMT]Account direct debit next amount
[ACC_DD_BNKACC]Account direct debit bank account

Recurring Charge Fields

FieldExplanation
[ACC_AP_AMT]Amount of the Recurring Charge
[ACC_AP_DES]Description of the Recurring Charge
[ACC_AP_FRQ]Frequency of the Recurring Charge
[ACC_AP_NXTDTE]Next posting date for the Recurring Charge

Note that this is the same as the start date when a new Recurring Charge is set up
[ACC_AP_REF]Reference for the Recurring Charge
[ACC_AP_REMCNT]Number of Recurring Charges still to be posted on that account

Note that this will be the number that has to be posted when the Recurring Charge is initially set up
[ACC_AP_STADTE]
The start date of the Recurring Charge

This will be the same as the next date when the Recurring Charge is first set up
[ACC_AP_TAX]
Tax on the amount of the Recurring Charge if the “Add Taxes” tick box is ticked on
[ACC_AP_TIME]
The Frequency of the automatic payment as a noun (week, month etc) 

Insurance Policy Fields (Insurer Dialog)

These fields are populated from the information entered in the [Insurer] dialog
FieldExplanation
[ACC_INSn_ADD]nth Policy Insurer Address
[ACC_INSn_COTNME]nth Policy Insurer Contact Name
[ACC_INSn_COTPOS]nth Policy Insurer Contact Position
[ACC_INSn_COTSAL]nth Policy Insurer Contact Salutation
[ACC_INSn_INSCOMM]nth Policy Insurance Commission Amount
[ACC_INSn_NETPAID]nth Policy net Insurance amount paid to the Insurer
[ACC_INSn_NME]
nth Policy Insurer Name
[ACC_INSn_POLAMT]
nth Policy Amount
[ACC_INSn_POLDES]
nth Policy Description
[ACC_INSn_POLEXPDTE]
nth Policy Expiry Date
[ACC_INSn_POLNO]
nth Policy Number
[ACC_INSn_POLTYPDES]
nth Policy - policy type description
[ACC_INSn_PREMFIN]
nth Policy Insurance Premium Financed Amount
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