Deal Filter Fields

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Deal Filter Fields

The tables below contains the fields that are available for filtering and sorting Deal & Quote records:

Note: Filter fields are NOT the same as fields found within the Deal Report Field list.

 

Field Name

Description

Basic Deal Information

AskingPrice

Asking price of vehicle

Bank Name - Short

Finance source - short name

Completed

Deal has been marked complete (1 = yes)

CustomerSource

Customer source

Days to Sell

Days on lot before vehicle sold

Deal Date

Deal date

Deal Number

Deal number

DealDateLongStr

Deal date with month spelled out

Deal Date Month

Month as a number of deal date

Deal Date Month Name

Month of the deal date

Deal Date Year

Numeric year of deal date

Deal Dealership

Dealership name (used for multi-dealership setup)

Deferred Due Date

Current deferred down payment due date

First Payment Due Date

Date first loan payment is due

Funding Date

Date when funds are received from lender

NU

New, Used, Wholesale, Consignment

Quote

Deal is in Quote status (1 = quote)

Report of Sale No

Report of sale number (used by several states)

Salesperson

Salesperson #1

Salesperson 2

Salesperson #2

Salesperson 3

Salesperson #3

Sale Type

Retail, BHPH, Wholesale, Fleet or Quote

TodaysDateLongStr

Today's date with month spelled out

Vehicle Use

Vehicle use (Agr, Bus or Pers)

Deal Numbers

ACV-Trade

Actual cash value of all trades within deal

Amount Financed

Amount financed

Back End Profit

Backend Profit = Total Profit on Sale - Front End Profit

Bank Check at Delivery

Bank check amount received by delivery

Bank Fees

Bank fees charged

Cash at Delivery

Cash paid at delivery

Cash Down

Cash paid before delivery

Commission 1

Commission paid to sales person 1

Commission 2

Commission paid to sales person 2

Commission 3

Commission paid to sales person 3

Credit Card at Delivery

Credit card amount received

Days to 1st Payment

Days to first payment of loan

Dealer Incentives

Manufacturer dealer incentives

Deferred Bad Debt

Bad debt on deferred loan money

Deferred Balance

Current Deferred Payment Balance

Deferred Down Money

Deferred down on loan

Deferred Paid

Amount paid on deferred down

Deferred Payment Price

Deferred payment price in federal disclosure

Disability Ins

Accident and health insurance charge

DOC Fees

Total of Doc fees charged

est Floor Plan Cost

Estimated interest floor plan for vehicle

Federal Excise Tax

Federal Excise Tax

FET Credit

Federal Excise Tax Credit

FET Taxable Amount

Federal Excise Tax taxable amount

FET Tax Rate

Federal Excise Tax rate

Finance Charge

Federal Finance Charge in Fed Disclosure

Floor Plan Amount

Estimated floor plan amount for vehicle

Front End Profit

Front end profit on sale of vehicle before aftersale products

GAP Ins Profit

Gap insurance profit

Lien Fees

Lien fees for loan

LoanAcquisitionCostCur

Loan acquition cost

Loan Discount Rate

Dealer buy rate for loan

Loan Rate

Loan interest rate before bank charges and prepaid interest

Local Tax 1

Local tax rate #1

Local Tax 2

Local tax rate #2

Misc NT Fee or VSI

Miscellaneous added non-taxable fee

Payment

Periodic Payment (does not have to be monthly)

Notary Fees

Notary fees

Option Costs

Dealer cost of options

Other Costs

Other dealer costs

Other Fees 1

Other fees #1 (state dependent)

Other Fees 2

Other fees #2 (state dependent)

Other Fees 3

Other fees #3 (state dependent)

Other Fees 4

Other fees #4 (state dependent)

Other Fees 5

Other fees #5 (state dependent)

Other Fees 6

Other fees #6 (state dependent)

Other Fees 7

Other fees #7

Other Vehicle Costs

Other vehicle costs

OverAllowance

Trade(s) over-allowance

PAK Cost

PAK cost

Month=0,Week=1,Bi-Week=2

Payment type: Month=0,Week=1,Bi-Week=2, semi-monthly=3

Payoff

Total payoff amount

PDI Profit

Physical damage insurance profit

Personal Check at Delivery

Personal check amount received by delivery

Plate Fee

Plate fee (same as Other fees #6)

Prepaid Interest Charge

Lender pre-paid interest charge

Price

Selling price of vehicle

Profit after Commission

Net profit after commission are paid

Profit on Sale

Net profit on sale

Registration Fee

Registration Fee

Registration Fees

Total of state registration fees

Repair Orders

Repair order total

Sales Tax

Primary state tax on sale

Taxable Sales

State taxable sale amount not including warranty. Other taxable fees vary by dealership settings)

Term

Number of payments in loan

Title Fees

Title fees

Total of Payments Fed

Total of payment for federal disclosure

Trade Price

Total trade price

Transfer Fee

Transfer Fee

Vehicle Cost Base

Base vehicle or invoice cost

Vehicle Cost Total

Total vehicle cost

Aftersale Information

Credit Life Company

Credit life insurance company

Finance Reserve

Finance reserve from bank on loan

GAP Company

Company providing GAP coverage

GAP Ins

GAP insurance price

Gap Ins Cost

GAP dealer cost

Life Ins

Credit life insurance charge

Misc. Charge 1

Miscellaneous Charge 1

Misc. Charge 2

Miscellaneous Charge 2

Misc. Charge 3

Miscellaneous Charge 3

Misc. Charge 4

Miscellaneous Charge 4

Misc Cost

Cost for miscellaneous charges

PDI

PDI charge

PDI Cost

PDI dealer cost

Warranty Company

Extended warranty company name

Warranty Description

Warranty plan description

Warranty Miles

Warranty miles

Warranty Plan

Warranty plan name

Warranty Term

Warranty coverage term

Warr Cost

Warranty dealer cost

Warranty Price

Warranty selling price

Warranty Profit

Warranty profit

Buy Here/Pay Here Specific

BHPH Added Cost Total

Additional BHPH cost total

BHPH APR

Annual Percent Rate of loan

BHPH Credit Amt

Total of payment credits applied

BHPH Current Balance

Current balance not including interest, starting balance for next payment

BHPH Current Interest

Current interest since last payment

BHPH Default Amt

Default amount on loan

BHPH Deferred Sales Tax Paid

Deferred sales tax paid (Texas)

BHPH 1st Pmt Date

Date of the 1st payment made on loan

BHPH Grace Period

Grace period on loan before late charges

BHPH Income Stream

Income stream

BHPH Interest PTD

Loan interest collected

BHPH Last Late Fee Date

Last date a late fee was assessed

BHPH Last Pmt Amount

Last payment amount

BHPH Last Pmt Made

Most recent payment date

BHPH Late Charge Per

Late charge on a daily, weekly, bi-weekly or once

BHPH Late Charge Rate

Late charge per period set

BHPH Late Fee PTD

Late fees assessed to date

BHPH Misc Fee PTD

Miscellaneous fees to date

PDI Due Date

Physical damage insurance next payment due date

BHPH Pmt Due Date

Current due date for BHPH loan

BHPH Pmts Made

Number of payment made on BHPH loan

BHPH Principle PTD

Principle paid/collected on BHPH loan

ReminderStr

Reminder entry

BHPH Default Type

Reposession type (61=Surrender,62=Collection,63=Repossession,64=Charge off)

BHPH Repo Value

Value of vehicle when repossessed

BHPH Unpaid Interest

Interest that has been assessed but not paid

BHPH Unpaid Late Fees

Late fees that have been assessed but not collected

Buyer

BirthDAY

Numeric day of birthday

BirthMonth

Numeric month of birthday

BirthDate

Buyer birth date

Business Phone

Buyer business phone

BuyerSocSecNoStr

Buyer social security number (last 4 digits)

BuyerTitleStr

Buyer title

City

Buyer city

County

Buyer county

Buyer DSN Check Date

Date buyer name was checked against OFAC list

eMail

Buyer Email

First Name

Buyer first name

Last Name

Buyer last name

Middle Name

Buyer middle name

OFAC Buyer Check Date

Date buyer name was checked against OFAC list

OFAC Match Buyer

Buyer OFAC match (1 = Yes)

OFAC Table Date Buyer

Date of table referenced

Phone No

Buyer phone number

State

Buyer state

Street

Buyer Street

Street2

Buyer Street #2

Zip

Buyer zip code

Owner DSN Check Date

Date owner name was checked against OFAC list

OFAC Owner Check Date

Date owner name was checked against OFAC list

OFAC Match Owner

Owner OFAC match (1 = Yes)

OFAC Table Date Owner

Date of table referenced

Co-buyer Information

CoBuyer BirthDAY

Numeric day of birthday

CoBuyer Birth Month

Numeric month of birthday

CoBuyerBirthDate

Co-buyer birth date

CoBuyer City

Co-buyer city

CoBuyer County

Co-buyer county

CoBuyer First Name

Co-buyer first name

CoBuyer Last Name

Co-buyer last name

CoBuyer Middle Name

Co-buyer middle name

CoBuyerSocSecNoStr

Co-buyer social security number (last 4 digits)

CoBuyer State

Co-buyer state

CoBuyer Street

Co-buyer street

CoBuyer Street2

Co-buyer street 2nd line

CoBuyerTitleStr

Co-buyer title

CoBuyer Zip

Co-buyer zip code

CoBuyer DSN Check Date

Date co-buyer name was checked against OFAC list

OFAC CoBuyer Check Date

Date co-buyer name was checked against OFAC list

OFAC Match CoBuyer

Buyer OFAC match (1 = Yes)

OFAC Table Date CoBuyer

Date of table referenced

CoOwner DSN Check Date

Date co-owner name was checked against OFAC list

OFAC CoOwner Check Date

Date co-owner name was checked against OFAC list

OFAC Match CoOwner

Co-owner OFAC match (1 = Yes)

OFAC Table Date CoOwner

Date of table referenced

Selling Vehicle

Make

Make

Model

Model

Model Number

Model Number

Model Year

Model Year

Permit No

Permit or sticker number

Stock Number

Stock Number

Plate/Tag Number

Plate or tag number

Title Number

Vehicle title number

Title State

State vehicle is titled in

Vehicle Type

Vehicle type

VIN

Vehicle Identification number

Axles

Axles

BottomLinePriceCur

Bottom line price

Supplier

Where or who vehicle was purchased from

Chassis

Vehicle chassis manufacturer (RVs etc.)

Color

Vehicle exterior color

Consignment

Is vehicle on consignment (1 = yes)

Date in Inventory

Date vehicle arrived in inventory

Dealer Field 1

Optional field #1

Dealer Field 2

Optional field #2

Dealer Field 3

Optional field #3

Dealer Field 4

Optional field #4

Dealer Field 5

Optional field #5

Dealer Field 6

Optional field #6

Dealer YesNo Field 1

Optional Yes/No Field #1

Dealer YesNo Field 2

Optional Yes/No Field #2

Dealer YesNo Field 3

Optional Yes/No Field #3

Dealer YesNo Field 4

Optional Yes/No Field #4

Demo=1

Is vehicle demo unit (1=yes)

Done Send to Web

Don't send vehicle to web (1=yes)

Engine Make

Engine make

Floor Plan Source

Floor plan source

Gross Weight

Gross vehicle weight

In Service Date

Inservice date

Interior Color

Interior color

Key No

Vehicle key number (generally for new vehicles)

Length

Length

MSRP

M.S.R.P.

Odometer

Odometer on arrival

Order Date

Order date for vehicle

Serial Number 2

2nd serial number (RVs)

Sold Odometer

Odometer at time of vehicle sale

Style

Vehicle style

Trunk Key

2nd key number (glove box or trunk if different)

Unladen Weight

Unladen weight of vehicle

Web Down Money

Required down payment posted on web site

Supplier City

City of supplier

Supplier Phone Number

Phone number of supplier

Supplier State

State of supplier

Supplier Street

Street of supplier

Supplier Zip Code

Zip Code of supplier

On Hold

Is vehicle on hold (1=yes)

On Hold Agreement

On hold agreement exists (1=yes)

On Hold Est. Delivery Date

Estimated delivery date of vehicle

Physical Damage Insurance

PDI Agent City

PDI agent city

PDI Agent Fax

PDI agent fax number

PDI Agent Name

PDI agent name

PDI Agent Phone

PDI agent phone number

PDI Agent State

PDI agent state

PDI Agent Street

PDI agent street

PDI Agent Zip

PDI agent zip code

PDI Company

PDI company name

PDI Eff Date

PDI effective date

PDI Exp Date

PDI expiration date

PDI Policy Number

PDI policy number

Lienholder

LienHolder

Lienholder for loan

Lienholder City

Lienholder city

Lienholder FIN

Lienholder financial institution number

Lienholder Phone

Lienholder phone number

Lienholder State

Lienholder state

Lienholder Street

Lienholder street

Lienholder Zip Code

Lienholder zip code

Trade Information

Trade 1 Make

Trade #1 Make

Trade 1 Model

Trade #1 Model

Trade1OdometerStr

Trade #1 Odometer

Trade 1 Stock No

Trade #1 Stock number

Trade 1 TitleNo

Trade #1 Title number

Trade 1 TitleState

Trade #1 Title state

Trade 1 VIN

Trade #1 Vehicle Identification number

Trade 1 Year

Trade #1 Model Year

Trade 2 Make

Trade #2 Make

Trade 2 Model

Trade #2 Model

Trade2OdometerStr

Trade #2 Odometer

Trade 2 Stock No

Trade #2 Stock number

Trade 2 TitleNo

Trade #2 Title number

Trade 2 TitleState

Trade #2 Title state

Trade 2 VIN

Trade #2 Vehicle Identification number

Trade 2 Year

Trade #2 Model year