3PADealDetailFields Dealdetail

Fields - DealDetail

Fields

Field NameData TypeDescription, Example
CmfstringLightspeed Dealer Identifier
DealerIdstringInternal Dealer Identifier (intentionally left blank)
DealIdstringSystem generated unique identifier
DealNo (key)stringDeal (Worksheet) Number
FinInvoiceIDintDMS assigned ID of the deal when finalized
CommonInvoiceIDintInternal ID – increments after refinalization
FinanceDatedateDate deal was finalized
OriginatingDatedateDate deal was created
DeliveryDatedateDate the unit(s) was delivered to the customer
lastmodifieddatedatetimeDate deal record was last updated
salesmanidstringID of the salesman
clpremiummoneySum of all parts on deal
clcostmoneyDealer specific class of unit
sourcetypestringLead type of source
ahpremiummoneyPrice of Accident & Health insurance
ahcostmoneyCost of Accident & Health insurance
CustIDstringDMS identifier of the customer
lienholderstringName of lienholder
AmtFinancedmoneyAmount of the deal that was financed
TermintLength in months of financing
RatemoneyRate of financing
PaymentmoneyMonthly payments of financing
totaldowpaymentmoneyTotal of down payments on the deal
finchargemoneyPrice for financing
fincostmoneyCost for financing
DaysToFirstintHow many days until the first payment is due
SalesmanNamestringName of the salesman on the deal
lienaddressfirstlinestringAddress of lien holder
lienaddresssecondlinestringAdditional address of lien holder
liencitystringCity of lien holder
lienzipstringZip code of lien holder
lienstatestringState/Province of lien holder
cobuyercustidstringIn store identifier of co-buyer
cobuyernamestringName of co-buyer
cobuyeraddrstringAddress of co-buyer
cobuyeraddr2stringAdditional address of co-buyer
cobuyercitystringCity of co-buyer
cobuyerstatestringState of co-buyer
cobuyerzipstringZip code of co-buyer
cobuyercountystringCounty of co-buyer
cobuyerhomephonestringHome phone of co-buyer
cobuyerworkphonestringWork phone of co-buyer
cobuyercellphonestringCell phone of co-buyer
cobuyeremailstringEmail of co-buyer
stagenamestringDescription of deal’s current stage
sourcestringDescription of where the deal originated
cobuyerbirthdatestringBirthdate of co-buyer
Salesman2namestringName of second salesman
Salesman2idstringID of second salesman
Salesmanfi1idstringID of first FI salesman
Salesmanfi1namestringName of first FI salesman
Salesmanfi2idstringID of second FI salesman
Salesmanfi2namestringName of second FI salesman
Salesman1splitintSalesman 1 deal commission percentage split
Salesman2splitmoneySalesman 2 deal commission percentage split
SalestaxtotalmoneySales tax on the deal
VehicletaxtotalmoneySales tax on the vehicles on deal
InsurancetaxtotalmoneySales tax on insurance
totalcashpricemoneyTotal price of the unit, options, freight, prep, fees and extras, and tax
totalprevpymtmoneyTotal of all previous deposits
additionalpymttodaymoneyAdditional deposits required
deferredamtmoneyDeferred payment amount used in financing
extra1amtmoneyUser defined amount field
balancetofinancemoneyBalance prior to financing
totalofpaymentsmoneyBalance after financing
addonratemoneyAdditional interest rate on the APR
aprbuyratemoneyAPR buy rate
addonbuyratemoneyAdditional interest on the APR buy rate
balloontermmoneyDuration of balloon finance
balloonpaymentmoneyCalculated payment for balloon financing
ahpricemoneyCustomer accidental health premium price
clpricemoneyCustomer credit life premium price
ins1amtmoneyCalculated insurance price from formula
ins1costmoneyCalculated insurance cost from formula
ins2amtmoneyCalculated insurance price from formula
ins2costmoneyCalculated insurance cost from formula
ins3amtmoneyCalculated insurance price from formula
ins3costmoneyCalculated insurance cost from formula
ins4amtmoneyCalculated insurance price from formula
ins4costmoneyCalculated insurance cost from formula
ins5amtmoneyCalculated insurance price from formula
ins5costmoneyCalculated insurance cost from formula
ins6amtmoneyCalculated insurance price from formula
ins6costmoneyCalculated insurance cost from formula
femarginmoneyFront end margin – Calculated field, view ***** below for calculation
bemarginmoneyBack-end margin – Calculated field, view **** **below for calculation
createdatedatetimeDate deal record was created
customerextralinestringDealer notes pertaining to deal
customernotesstringDealer notes pertaining to customer
salesmanusernamestringUsername of the deal salesperson
fincostoverridemoneyDealer specified finance cost
isfincostoverridebooleanDenotes if dealer is overriding finance cost
firstlienaddressfirstlinestringFirst address line of first lien holder
firstlienaddresssecondlinestringSecond address line of first lien holder
firstliencitystringCity of first lien holder
firstlienzipstringZip code of first lien holder
firstlienstatestringState/Prov of first lien holder
salesagent1stringName of first sales agent
salesagent2stringName of second sales agent
salesagent3stringName of third sales agent
salesagent1idlongID for the first sales agent
salesagent2idlongID for the second sales agent
salesagent3idlongID for the third sales agent
salesagent1usernamestringUsername of first sales agent
salesagent2usernamestringUsername of second sales agent
salesagent3usernamestringUsername of third sales agent
salesmanagerstringName of sales manager
dealdescriptionstringDealer entered description of deal
UnitsarrayContainer for an array of Unit objects
TradearrayContainer for an array of Trade objects
Deal Extra LinesarrayContainer for an array of Deal Extra Line objects
DownpaymentmoneyAmount put down on the unit
Salesman2splitintSalesman 2 deal percentage split
ConverteddatetimeDate deal record was converted from prior system (null = not converted)
Salesman1splitintSalesman 1 deal percentage split
Salesman2splitintSalesman 1 deal percentage split
CertifiedbooleanSpecified by dealer for certified used status
lienholderphonenumberstringPhone number of lien holder
backdateddatedatetimeDate deal finance date was backdated
isbackdatedtinyintSignifies that the deal was backdated
depositmoneyHow much money was put down on the deal
dealidBigintInternal system id of the deal
ContractDatedatetimeDate customer signed the contracts
UnitsarrayContainer for an array of Unit objects
TradearrayContainer for an array of Trade objects
DealExtraLinesarrayContainer for an array of Deal Extra Line objects
DealProspectarrayContainer for an array of Deal Prospect objects

Notes

* Front End Margin: (Unit.Unitprice + Unit.Freight + Unit.TotAccy + Unit.TotInstall + Unit.Handling + SUM(DealExtraLine.Amount with LineType “FE”) - Unit.Tradeall + Unit.Tradeacv) - (Unit.actualcost + Unit.Freightcost + Unit.Accycost + Unit.Installcost + Unit.Handlingcost + SUM(DealExtraLine.Cost with LineType “FE”) - ManufacturerDealerRebate - Unit.Holdback)

**Back End Margin: (Unit.docfees + Unit. LicFees + SUM(Deal.ins1amt(Sum of insurances 1-5) + SUM(DealExtraLine.Amount with LineType “BE”) + Deal.fincharge) - (Unit. LicFeesCost + SUM(Deal.ins1cost(Sum of insurances 1-5) + SUM(DealExtraLine.Cost with LineType “BE”) + Deal.fincost)