Waseem To-Dos in UAT
Set up a dealer with Finance Programs
https://yakta--tekstakdev.sandbox.lightning.force.com/lightning/r/Account/001Sv000006nDS5IAM/view
We can use above mentioned Dealer account
Which dealer should Ashish use to test?
Which opportunity should Ashish use to test?
Overview
YAKTA needs the following changes in the Custom Quote Builder Program
Finance Program
We added a new field, Documentation Fee, which typically is $150
Custom Quote Builder
When creating a new quote, display these 4 fields from Price Entry table. Same as before
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If it is a Cash Deal, the Dealer Fee should be allocated back to recalculate the Unit Price on the Product Lines using the Line Amount to allocate.
If it is not a Cash Deal, increase Dealer Cost, Cash Promo, MSRP (after the Document Fee) by the amount of the Dealer Fee’s for each Finance Program line. Calculations for other fields should remain the same.
Participation Cost
Margin + Finance Rate
Estimated Dealer’s Cost
Selling Price
Estimated Dealer Margin
Month Payments
Savings from MSRP
Add a checkbox in the Finance Program table as the first column, Print.
Allow users to select Finance Programs under each Finance Company.
Total 6 Finance Programs are allowed for all Finance Companies.
When saving, test that there are no more than 6 Finance Programs selected, or error.
Finance Quote PDF
Clone the existing Quote.
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Verifications
We will use these two documents to check monthly calculations.
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