General Description of the Feature
A new field “Financial Type” has been introduced. This field is a drop-down list field and contains specific values (Cash, Leasing Financing, Loan Financing, Other). These values are available in German language as well.
This field will be available as parameter at the “Sales Offer” and at the “Sales Contract” for printing. In addition, this field will be available at the SAP Business One for future reference.
Business Benefit
Εvery Sales Contract must be approved by the Sales Manager. To accomplish this, he must know which financial type the contract has. This is further importance on checking the needed documents before passing to the disposition. Therefore, the new field has been introduced where the Sales Executive can set the financial type of the Offer / Contract.
Configuration
The Finance Type can be enabled or disabled through the edit option of the setup key: FieldFinanceTypeVisibleInOfferProcess
When the entity value is True then the Finance Type is enabled (visible) and when the value is False then the Finance Type is disabled (not visible).
The options at the Finance Type drop-down field can be configured in "Option Field" with:
- Entity Name: Document
- Field: FinancingType
Additional Information
N/A
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