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Contract Cust Finance Info

Contract Cust Finance Info​

  1. Cust Finance Info Tab
-- Customer Finance Information Grid –-​

This view only grid displays fields based on check boxes configured in the Customer Finance Information section of the Finance Information tab in Boat Sales Parameters. Below is a list of the items that may appear in the grid:

  • Total Invoice
  • Down Payment
  • Fees
  • Insurance Amounts (or Indicators Yes/No)
  • Warranty Amounts (or Indicators Yes/No)
  • Amount Financed
  • Finance Charges
  • Total Payments
  • Annual Percentage Rate (APR)
  • Term of Loan
  • Monthly Payment
  • Balloon Payment
  • Combine Insurances
-- Buttons –-​
  • Plus 6 Months – Click this button to see adjusted Customer Finance information if the loan term were to be increased by six months. Each click of this button will increase Loan Term by six months and adjust applicable finance information.
  • Minus 6 Months – Click this button to see adjusted Customer Finance information if the loan term were to be decreased by six months. Each click of this button will reduce Loan Term by 6 months and adjust applicable finance information.
  • Remove Credit Life – If credit Life insurance is on the sales contract, click this button to see adjusted Customer Finance information if Credit Life insurance were to be removed from the sales contract. After clicking this button the text toggles to become Add Credit Life. If Credit Life insurance is not already defined on the contract this button will be grayed out.
  • Remove A & H – If Accident & Health insurance is on the sales contract, click this button to see adjusted Customer Finance information if Accident & Health insurance were to be removed from the sales contract. After clicking this button the text toggles to become Add A & H. If Accident & Health insurance is not already defined on the contract this button will be grayed out.
  • Remove Gap Ins – If Gap insurance is on the sales contract, click this button to see adjusted Customer Finance information if Gap insurance were to be removed from the sales contract. After clicking this button the text toggles to become Add Gap Ins. If Gap insurance is not already defined on the contract this button will be grayed out.
  • Remove Warranty – If Warranty is on the sales contract, click this button to see adjusted Customer Finance information if Warranty were to be removed from the sales contract. After clicking this button the text toggles to become Add Warranty. If Warranty is not already defined on the contract this button will be grayed out.
-- Encoded Profit –-​

If Boat Sales Parameters are configured to Show Encoded Profit, then this form will show the Total (contract) Profit in the upper left hand corner and the Finance Profit in the upper right hand corner. In showing the Total Profit and Finance Profit, the system generates a 12 digit number where the first 5 digits are randomly generated each time you open the Finance Info tab. The last 7 digits are always the profit amount without the decimal - the cents value is truncated by the system.