Siebel eAutomotive Guide > Working with Vehicles > End-User Procedures >

Adding Financial Details for a Vehicle

End users can add details about a vehicle's lease, loan, or cash payment options through the Vehicles Financial Details view tab.

To add financial details for a vehicle

  1. Navigate to the Vehicles screen.
  2. In the Vehicles list, select the vehicle record.
  3. Click the Financial Details view tab.
  4. Click New.
  5. Complete the following fields as needed.

    6. Field
    Description
    Sales History Id
    Select the sales history record from the Sales History dialog box.
    Financing Type
    Select how the vehicle was financed. Values include Cash, Loan, or Lease.
    Owned By
    Select the type of ownership. Values include Business, Fleet, Company Car, and others.
    Financier
    Type the name of the financier.
    Dealer
    Select the name of the selling dealer from the Pick Dealer dialog box.

NOTE:  Depending on the Financing Type, the form below the Financial Details form will display different fields. For example, if the Financing Type is Lease, the lower form displays tax rate percentages, monthly payments, and capitalization information; if the Financing Type is Cash, the lower form displays capitalized cost reductions and additions and total cost information.


 Siebel eAutomotive Guide 
 Published: 18 April 2003