Enables the creation and editing of user-defined data fields against the funding agreement.
Tip: Each of the fields contained within this tab may then be accessed within the Miscellaneous Tab within the Contract Funding form.
To access the Funding Tab:
From the Master Menu, select the Fleet Kompact option and Company required.
The Kestrel Kompact Menu is displayed.
Select the System Maintenance option.
The System Maintenance menu is displayed.
Select the System Parameters option.
Select the Funding Tab.
The following fields are displayed:
Funding Date Descriptions:
Date Field (x 5) Name: A series of date fields that are used in the Miscellaneous Tab within the funding agreement.
For example, within the Date Field 1 Name the user may enter Funder Follow-up Contact Date; this then becomes a field called Funder Follow-up Contact Date(1) in the Miscellaneous Tab.
Tip: The newly created field contains a number in parentheses which refers back to the text field number in this tab.
Funding Numeric Descriptions:
Numeric Field (x 5) Name: A series of numeric fields that are used in the Miscellaneous Tab within the funding agreement.
For example, within the Numeric Field 1 Name the user may enter Admin Fee; this then becomes a field called Admin Fee(1) in the Miscellaneous Tab.
Tip: The newly created field contains a number in parentheses which refers back to the text field number in this tab.
Alternate Funding Field Descriptions:
Vehicle Capital Description: Allows entry of a user-defined label description that will replace the Vehicle Capital label throughout the funding forms e.g. Invoice Total.
Initial Repayment Description: Allows entry of a user-defined label description that will replace the Initial Repayment label throughout the funding forms e.g. Deposit.
Note: This functionality is only available if the Variable Interest checkbox is ticked below.
Variable Interest:
Variable Interest?: