Deal Report, Export & Letter Fields

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Deal Report, Export & Letter Fields

The tables below contains the fields that are available for Deal list and data exporting.These fields may also be used for sorting in reports.

Note: Deal Report fields are NOT the same as fields found within the Deal Filter Fields List.

 

Field Name

Description

Basic Deal Information

AskingPrice

Asking price of vehicle

Completed

Deal has been marked complete (1 = yes)

CustomerSource

Customer source

DaystoSell

Days on lot before vehicle sold

Deal_Date

Deal date

Deal_No

Deal number

DealDateLongStr

Deal date with month spelled out

DealDateMonth

Month as a number of deal date

DealDateMonthName

Month of the deal date

DealDateYear

Numeric year of deal date

DealDealership

Dealership name (used for multi-dealership setup)

DeferredPaymentDue

Current deferred down payment due date

FirstPmtDueDate

Date first loan payment is due

FundingDate

Date when funds are received from lender

NU

New, Used, Wholesale, Consignment

Quote

Deal is in Quote status (1 = quote)

ReportofSaleNoStr

Report of sale number (used by several states)

Salesman

Salesperson #1

Salesman2

Salesperson #2

Salesman3

Salesperson #3

SaleType

Retail, BHPH, Wholesale, Fleet or Quote

ShortBankName

Finance source - short name

TodaysDateLongStr

Today's date with month spelled out

VehicleUse

Vehicle use (Agr, Bus or Pers)

Deal Numbers

ACV

Actual cash value of all trades within deal

AmountFinanced

Amount financed

BackendProfit

Back-end Profit = Total Profit on Sale - Front End Profit

BankCheckatDelivery

Bank check amount received by delivery

BankFees

Bank fees charged

CashatDelivery

Cash paid at delivery

CashDown

Cash paid before delivery

Commission1

Commission paid to sales person 1

Commission2

Commission paid to sales person 2

Commission3

Commission paid to sales person 3

CreditCardatDelivery

Credit card amount received

Daysto1stPmt

Days to first payment of loan

DealerIncentives

Manufacturer dealer incentives

DeferredBadDebt

Bad debt on deferred loan money

DeferredBalance

Current Deferred Payment Balance

DeferredDown

Deferred down on loan

DeferredPaid

Amount paid on deferred down

DeferredPmtPriceFed

Deferred payment price in federal disclosure

DisabilityIns

Accident and health insurance charge

DOCFees

Total of Doc fees charged

estFloorPlanCost

Estimated interest floor plan for vehicle

FederalExciseTax

Federal Excise Tax

FETCredit

Federal Excise Tax Credit

FETTaxableAmount

Federal Excise Tax taxable amount

FETTaxRate

Federal Excise Tax rate

FinanceChargeFed

Federal Finance Charge in Fed Disclosure

FloorPlanAmount

Estimated floor plan amount for vehicle

FrontendProfit

Front end profit on sale of vehicle before after-sale products

GAPProfit

Gap insurance profit

LienFees

Lien fees for loan

LoanAcquisitionCostCur*

Loan acquisition cost

LoanDiscountRate

Dealer buy rate for loan

LoanRate

Loan interest rate before bank charges and prepaid interest

LocalTax1

Local tax rate #1

LocalTax2

Local tax rate #2

MiscNonTaxFee

Miscellaneous added non-taxable fee

MonthlyPayment

Periodic Payment (does not have to be monthly)

Notary

Notary fees

OptionCosts

Dealer cost of options

OtherCosts

Other dealer costs

OtherFees1

Other fees #1 (state dependent)

OtherFees2

Other fees #2 (state dependent)

OtherFees3

Other fees #3 (state dependent)

OtherFees4

Other fees #4 (state dependent)

OtherFees5

Other fees #5 (state dependent)

OtherFees6

Other fees #6 (state dependent)

OtherFees7

Other fees #7

OtherVehicleCosts

Other vehicle costs

OverAllowance

Trade(s) over-allowance

PAKCost

PAK cost

PaymentType

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

Payoff

Total payoff amount

PDIProfit

Physical damage insurance profit

PersCheckatDelivery

Personal check amount received by delivery

PlateFee

Plate fee (same as Other fees #6)

PrePaidInterest

Lender pre-paid interest charge

Price

Selling price of vehicle

ProfitAfterCommission

Net profit after commission are paid

ProfitonSale

Net profit on sale

RegistrationFee

Registration Fee

RegistrationFees

Total of state registration fees

RepairOrders

Repair order total

SalesTax

Primary state tax on sale

TaxableSales

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

Term

Number of payments in loan

TitleFees

Title fees

TotalofPaymentsFed

Total of payment for federal disclosure

Trade

Total trade price

TransferFee

Transfer Fee

VehicleCost

Base vehicle or invoice cost

VehicleCostTotal

Total vehicle cost

Aftersale Information

CreditLifeCompany

Credit life insurance company

FinanceReserve

Finance reserve from bank on loan

GAPCompany

Company providing GAP coverage

GAPIns

GAP insurance price

GapInsCost

GAP dealer cost

LifeIns

Credit life insurance charge

MiscCharge1

Miscellaneous Charge 1

MiscCharge2

Miscellaneous Charge 2

MiscCharge3

Miscellaneous Charge 3

MiscCharge4

Miscellaneous Charge 4

MiscCost

Cost for miscellaneous charges

PDI

PDI charge

PDICost

PDI dealer cost

WarrantyCompany

Extended warranty company name

WarrantyDescription

Warranty plan description

WarrantyMiles

Warranty miles

WarrantyPlan

Warranty plan name

WarrantyTerm

Warranty coverage term

WarrCost

Warranty dealer cost

WarrantyPrice

Warranty selling price

WarrProfit

Warranty profit

BHPH

AddedBHPHCostTotalCur

Additional BHPH cost total

AmountPastDue

Amount past due

AmtPastDueExcNewLate

Amount past due without new late fees

APR

Annual Percent Rate of loan

CreditAmount

Total of payment credits applied

CurrentBalance

Current balance not including interest, starting balance for next payment

CurrentInterest

Current interest since last payment

CurrentPayoff

Current payoff balance

DaysPastDue

Days loan is past due

DefaultAmount

Default amount on loan

DeferredSalesTaxPaidCur

Deferred sales tax paid (Texas)

FirstPmtDate

Date of the 1st payment made on loan

GracePeriod

Grace period on loan before late charges

IncomeStream

Income stream

InterestPaidTD

Loan interest collected

LastLateFeeDate

Last date a late fee was assessed

LastPmtAmountCur

Last payment amount

LastPmtDate

Most recent payment date

LateChargePer

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

LateChargeRate

Late charge per period set

LateFeeTD

Late fees assessed to date

MiscFeeTD

Miscellaneous fees to date

NetPrinciplePaidTD

Net principle paid less any default amount

PDIDueDte

Physical damage insurance next payment due date

PmtDueDate

Current due date for BHPH loan

PmtsMade

Number of payment made on BHPH loan

PrinciplePaidTD

Principle paid/collected on BHPH loan

ReminderStr

Reminder entry

RepoType*

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

RepoValue

Value of vehicle when repossessed

UnpaidInterest

Interest that has been assessed but not paid

UnpaidLateFees

Late fees that have been assessed but not collected

Buyer Information

BirthDate

Buyer birth date

BirthDAYInt

Buyer birth day (no year, no month)

BirthMonthInt

Buyer birth month (no day, no year)

BusinessPhone

Buyer business phone

BuyerSocSecNoStr

Buyer social security number (last 4 digits)

BuyerTitleStr

Buyer title

City

Buyer city

City/State/Zip

Buyer city state zip code

County

Buyer county

DNSCheckDatebuyer

Date buyer name was checked against OFAC list

eMail

Buyer Email

First_Name

Buyer first name

Full Name

Buyer full name

FullSocSecNo*

Buyer full social security number

Last_Name

Buyer last name

Middle_Name

Buyer middle name

MobilePhone

Buyer mobile phone

OFAC_BuyerCheckDte

Date buyer name was checked against OFAC list

OFACMatchBuyerTF

Buyer OFAC match (1 = Yes)

OFACTableDateBuyerStr

Date of table referenced

PhoneNumber

Buyer phone number

State

Buyer state

Street

Buyer Street

Street2

Buyer Street #2

Title

Buyer title

Zip

Buyer zip code

DNSCheckDateOwner

Date owner name was checked against OFAC list

OFAC_OwnerCheckDte

Date owner name was checked against OFAC list

OFACMatchOwnerTF

Owner OFAC match (1 = Yes)

OFACTableDateOwnerStr

Date of table referenced

Co-buyer Information

CoBuyer City/State/Zip

Co-buyer city state zip code

CoBuyer Full Name

Co-buyer full name

CoBuyerBirthDate

Co-buyer birth date

CoBuyerBirthDAYInt

Co-buyer birth day (no year, no month)

CoBuyerBirthMonthInt

Co-buyer birth month (no day, no year)

CoBuyerBusinessPhone

Co-buyer business phone

CoBuyerCity

Co-buyer city

CoBuyerCounty

Co-buyer county

CoBuyereMailAddress

Co-buyer Email address

CoBuyerFirst_Name

Co-buyer first name

CoBuyerFullSocSecNo*

Co-buyer full social security number

CoBuyerLast_Name

Co-buyer last name

CoBuyerMiddle_Name

Co-buyer middle name

CoBuyerMobilePhone

Co-buyer mobile phone number

CoBuyerPhoneNumber

Co-buyer phone number

CoBuyerSocSecNoStr

Co-buyer social security number (last 4 digits)

CoBuyerState

Co-buyer state

CoBuyerStreet

Co-buyer street

CoBuyerStreet2

Co-buyer street 2nd line

CoBuyerTitleStr

Co-buyer title

CoBuyerZip

Co-buyer zip code

DNSCheckDateCoBuyer

Date co-buyer name was checked against OFAC list

OFAC_CoBuyerCheckDte

Date co-buyer name was checked against OFAC list

OFACMatchCoBuyerTF

Buyer OFAC match (1 = Yes)

OFACTableDateCoBuyerStr

Date of table referenced

DNSCheckDateCoOwner

Date co-owner name was checked against OFAC list

OFAC_CoOwnerCheckDte

Date co-owner name was checked against OFAC list

OFACMatchCoOwnerTF

Co-owner OFAC match (1 = Yes)

OFACTableDateCoOwnerStr

Date of table referenced

Selling Vehicle

Make

Make

Model

Model

ModelNumber

Model Number

ModelYear

Model Year

PermitNo

Permit or sticker number

Stock_No

Stock Number

TagExpDate

Plate expiration date

TagNo

Plate or tag number

TitleNo

Vehicle title number

TitleState

State vehicle is titled in

Type

Vehicle type

VIN

Vehicle Identification number

Axles

Axles

BottomLinePriceCur

Bottom line price

BoughtFrom

Where or who vehicle was purchased from

Chassis

Vehicle chassis manufacturer (RVs etc.)

Color

Vehicle exterior color

Consignment

Is vehicle on consignment (1 = yes)

DateInInventory

Date vehicle arrived in inventory

DealerField1

Optional field #1

DealerField2

Optional field #2

DealerField3

Optional field #3

DealerField4

Optional field #4

DealerField5

Optional field #5

DealerField6

Optional field #6

DealerYesNo1

Optional Yes/No Field #1

DealerYesNo2

Optional Yes/No Field #2

DealerYesNo3

Optional Yes/No Field #3

DealerYesNo4

Optional Yes/No Field #4

Demo

Is vehicle demo unit (1=yes)

DontSendTF

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

EngineMake

Engine make

FloorPlanSource*

Floor plan source

GrossWt

Gross vehicle weight

InServiceDate

Inservice date

InteriorColor

Interior color

Key

Vehicle key number (generally for new vehicles)

Length

Length

MSRP

M.S.R.P.

Odometer

Odometer on arrival

OrderDate

Order date for vehicle

SerialNum2

2nd serial number (RVs)

SoldOdometer

Odometer at time of vehicle sale

Style

Vehicle style

TrunkKey

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

UnladenWt

Unladen weight of vehicle

WebDownPmt

Required down payment posted on web site

OnHold

Is vehicle on hold (1=yes)

OnHoldAgreementTF

On hold agreement exists (1=yes)

OnHoldEstDeliveryDate

Estimated delivery date of vehicle

SupplierCity

City of supplier

SupplierPhoneNumber

Phone number of supplier

SupplierState

State of supplier

SupplierStreet

Street of supplier

SupplierZipCode

Zip Code of supplier

Physical Damage Insurance

PDIAgentCity

PDI agent city

PDIAgentFax

PDI agent fax number

PDIAgentName

PDI agent name

PDIAgentPhone

PDI agent phone number

PDIAgentState

PDI agent state

PDIAgentStreet

PDI agent street

PDIAgentZip

PDI agent zip code

PDICompany

PDI company name

PDIEffDate

PDI effective date

PDIExpDate

PDI expiration date

PDIPolicyNumber

PDI policy number

Lienholder

LienHolder

Lienholder for loan

LienHolderCity

Lienholder city

LienHolderFIN

Lienholder financial institution number

LienHolderPhone

Lienholder phone number

LienHolderState

Lienholder state

LienHolderStreet

Lienholder street

LienHolderZipCode

Lienholder zip code

Trades

Trade1Make

Trade #1 Make

Trade1Model

Trade #1 Model

Trade1OdometerStr

Trade #1 Odometer

Trade1StockNo

Trade #1 Stock number

Trade1TitleNo

Trade #1 Title number

Trade1TitleState

Trade #1 Title state

Trade1VIN

Trade #1 Vehicle Identification number

Trade1Year

Trade #1 Model Year

Trade2Make

Trade #2 Make

Trade2Model

Trade #2 Model

Trade2OdometerStr

Trade #2 Odometer

Trade2StockNo

Trade #2 Stock number

Trade2TitleNo

Trade #2 Title number

Trade2TitleState

Trade #2 Title state

Trade2VIN

Trade #2 Vehicle Identification number

Trade2Year

Trade #2 Model year

* Not available for Letter Writer