Waseem To-Dos in UAT
Set up a dealer with Finance Programs
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, add Document Fee to all 4 fields.
Dealer Cost
Cash
Promo
MSRP
Then used updated Dealer Cost for the remaining calculations.
On the Product Lines
Margin should default to 20%, which is done already. Hide the Margin field
Unit Price field is not editable.
On the Payment Page,
Margin should default to 20%, which is done already. Hide the Margin field
Participation Fee is not editable. Participation Fee is from the Finance Program table.
To the right of the Finance Program field (above the table), add a new field, Dealer Fee’s. Editable. Allow users to enter a number that is not negative.
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 by the amount of 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.
Finance Quote PDF
Clone the existing Quote.
Suggested format:
Verifications
We will use these two documents to check monthly calculations.
