Contract Deal Types

Back Top Previous Next

This is where you set up the deal types to be used with the Finance tab, which can then be specified within a contract. You can also filter contract lists by Deal.

 

finoncont

 

Enter a Deal Name, then tick Has Finance, if this is required:

 

dealtype

 

Customer

Charge Type: Choose from Billed in Arrears or Billed in Advance.

Periodic Billing Cycles: Choose as per below.

 

perbilcyc

 

Term in Months: This is a free text field where you enter how many months the funding spans.

 

Finance

Select the Card Code of the funder.

Charge Type: Billed in Arrears or Billed in Advance.

Periodic Payment Cycles is the same as the image above for Period Billing Cycles.

Inertia: Choose from what has been set up in Contract Finance Inertia.

 

 

If you choose Has Originator, the following appears:

 

dealtypes

 

Originator:

Charge Type: Billed in Arrears or Billed in Advance.

Advanced: Choose from below.

 

perbilcyc

 

Originator Payment Cycles: Uses the same as the image above.

 

If you tick both Has Finance and Has Originator, a further section will appear, where you can then select a vendor, charge type and payment cycles..

 

dealtype1

 

Further information

Actions

Contract Types

Contract Finance Inertia

Contract Finance End of Term

Meter Types

Stock Yield Types

Page Source