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Finance Funding Cloning Process

What do you want to do?

View overview of Finance Funding Cloning Process

The Kompact Finance Agreements facility helps speed up the input of multiple vehicles on a single finance agreement through the use of a cloning facility.

Select Clone Option

  1. From within the Contract Funding form select an existing finance agreement as the source for a new finance agreement.

Select Clone option

  1. Select the Clone icon from the Toolbar (or Clone from the File menu. This functionality is disabled if an agreement is not currently loaded, or if an agreement is currently in edit mode.

  2. The Kompact Clone Agreement form is displayed enabling entry of the number of agreements to be cloned in the No. of Clones field. Enter the appropriate number and select the OK command button.

Allocate Vehicle to Clone

  1. The Allocate Vehicle to Clone form is displayed. This function allows the search for a Kompact vehicle agreement to link the finance record to. Selection of the [...] button immediately to the right of the CRM Vehicle field displays the CRM Vehicle Search form enabling the correct vehicle to be located. (Note: In order to allow for selection of a vehicle that has not yet been registered a search by chassis number is permitted).

  2. Locate the appropriate vehicle and select the Load command button.

  3. Select the Select icon from the Toolbar of the Allocate Vehicle to Clone form.

  4. The system prompts Funding Agreement ???????? Created to confirm the cloned finance agreement has now been created from the source agreement.

  5. The Contract Funding form for the new agreement is populated with all of the details from the source agreement, apart from the vehicle prices in the second tab.

  6. The Allocate Vehicle to Clone form is displayed for each cloned copy that was input as being required.

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