<< Click to Display Table of Contents >> Navigation: Using The System > Advanced Features > Using Screen Filters > 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 |
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 |