Siebel Automotive Guide > Managing Lease and Loan Accounts >

Viewing Contracts

Contracts are legally binding documents executed between the lessor and the lessee. A contract is usually created by a dealership agent after an application for a loan or lease is approved. The contract holds the details of terms and conditions of a loan or lease and lists all the assets covered by the contract. Contracts are stored as agreements within Siebel Automotive.

This task is a step in Process of Viewing Asset Finance Information.

Viewing Agreements Attached to an Account

Use this procedure to view agreements associated with a financial account.

To view all agreements attached to a financial account

1. Navigate to the Financial Accounts screen > Financial Account List view.
2. Drill down on the Account # field link for a selected account record.
3. Click the Agreements view tab.

Viewing Vehicle Itemized Costs

Use this procedure to view vehicle itemization details. The net price of the vehicle is usually composed of various dealer-specific charges and official charges.

To view a vehicle's itemization detail

1. Navigate to the Agreements screen > Agreements List view.
2. Drill down on a Name field link for a selected agreement record.
3. Click the Line Items view tab.
4. Select a line item record, and click the Vehicle Costs Itemization subview tab.

Viewing Lease and Loan Details

Use this procedure to view lease and loan details for an agreement.

To view lease/loan details for an agreement

1. Navigate to the Agreements screen > Agreements List view.
2. Drill down on a Name field link for a selected agreement record.
3. Click the Lease/Loan Details view tab.

Associating a Financial Account with a Lease or Loan Agreement

Use this procedure to associate a financial account with a lease and loan agreement.

To associate a lease or loan agreement information with a financial account

1. Navigate to the Agreements screen > Agreements List view.
2. Select the agreement record you want to associate with a financial account.
3. In the Agreements form applet, click the Show More button.
4. In the Financial Account field, select a financial account record.
5. Navigate to the Financial Accounts screen > Financial Account List view.
6. Drill down on the Account # field for the financial account record you selected in Step 4.
7. Click the Agreements view tab to see the associated agreement.