3.6.4 - Residual value for trade-in vehicles (Purchase lead)

General Description of the Feature

If a user has been assigned with BC9410 has the ability to see and modify field residual value. The related field appears in Trade in pop -up 

Two new fields are added on the trade-in popup:

1. Residual Amount: This field represents the residual amount if there is one.

Calculated Price incl. Residual Amount (read-only): This field represents the final price including the residual amount. This is done by the following formula:

There are 3 places where calculation of the field "Calculated Price incl. Residual Amount" take into account the Residual Amount in different ways:

1. On sales lead, on the Add Trade-In (new) pop-up:
   Here it is calculated as follows: "Calculated Trade In price excl. Repair Costs" - "Residual value"
   Note: "Calculated Trade In price excl. Repair Costs" = IDMS_TRADEINVEH.U_IDMS_CalcPriceNoRepair
2. On sales lead, on the Add Trade-In Owned Vehicle pop-up:
   Here it is calculated as follows: "Final Price With Benefit" - "Residual value"
   Note: "Final Price With Benefit" = IDMS_TRADEINVEH.U_IDMS_FinalPriceWithBenefit
3. On purchase lead, evaluation price:
   Here it is calculated as follows: "Price evaluation" - "Residual value"
   Note: "Price evaluation" = IDMS_VEHPURCHLEAD.U_IDMS_PriceEvaluated

In both sales lead related cases (manual trade-in or owned vehicle) a new purchase lead will be created, as before. The given residual amount will be copied over to that purchase lead.

By updating the trade-in vehicle’s residual value on the sales lead, the same value will be updated on the related purchase lead also.
Moreover, If the residual value changes on the purchase lead’s side and the selects the action ‘Override from Purchase Lead’ then, that value will be updated on the sales lead’s trade-in residual value.

On the Purchase Lead page, under the ‘Purchase Info’ tab, two new fields can be found in the Price Evaluation pop-up:

1. Residual Amount (read-only): This field represents the residual amount if there is one.
2. Calculated Price incl. Residual Amount (read-only): This field represents the final price including the residual amount. This is done by the following formula:
   ‘Purchase Price real’ – ‘Residual Amount’.

The popups for both Price evaluation and Over-price evaluation have also been updated with the same fields (same as in trade-in popup).

By selecting a new residual value here, purchase lead will be updated with that value (same as with the evaluation price):

Note: This value will be updated on purchase lead only.
If the user needs for the trade-in to also be updated, he should go to the sales lead and select the ‘Override from Purchase Lead’ action.