General Description of the Feature
Banks source definition for the financing templates:
For the Vehicle Financing Templates setup it is needed to select the related Bank for each of financing templates. The source of the available banks which can be used in the templates, is an internal Business Partner. This Business Partner can be added and configured in every installation based on the dealerships/companies needs. The Bank accounts assigned to this Business Partner are also displayed in the drop down list of banks when creating a new Vehicle Finance Template.
Business Benefit
The dealership has full control of which banks will be available when creating new financing templates, based on the pre-defined Internal Business Partner. In addition, the drop down in the UI is not filled with all the bank accounts from every customer in the Master Data. This improvement offers user experience since is easier for the user to find only the correct banks.
Configuration
The following configuration steps are mandatory, for the set-up of the available banks in the "Vehicle Finance Template" creation form:
- Create an Internal Business Partner of type vendor in the BP Master Data.
- Add the needed bank accounts in the above appointed Business Partner.
- In the OneDealer Setup table and in the key "GL_CompanyVehicleOwner" add the card code number of the appointed Business Partner
Additional Information
Feature ODP-608
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