With the Floor Plan Management feature comes a new report specific to this functionality.
Floor Plan Units Report
In the Units grouping of reports you will find a new report named "Floor Plan Units".
By default this report lists all of you floor plan units with a non-zero balance due in descending order by due date and invoice number.
For each unit you are provided with the following standard columns of information:
Stock number - the stock number assigned to the unit
Description - this is a combination of the Make/Model/Submodel/Year/Color
Status - the current status of the unit (Available, Reserved, Sold)
Invoice Number, Date and Due Date - Totals/Dates of the flooring company invoice
FO No - the factory order number from when the unit was received
Invoice Amount - the original total of the flooring company invoice
Balance Due - the current balance of the flooring company invoice
Floor Plan - the floor plan that has been assigned to the unit
Interest Starts - the date when the unit becomes interest bearing
Curtailment Starts - the date when curtailment payments become applicable
Accrued Interest - the total of any interest applied against the unit, both accrued and expensed
Optional columns available for this report are:
VIN/SN - the VIN or Serial Number of the unit
Flooring Co - the flooring company assigned to the unit
Interest Rate - the Interest rate from the floorplan terms assigned to the unit
Interest Free Days - the Interest free days from the floorplan terms assigned to the unit
Last Interest - the date when interest was last recorded against the unit
Curtailment Rate - the Curtailment rate from the floorplan terms assigned to the unit
Curtailment Days - the Curtailment days from the floorplan terms assigned to the unit
Reporting filtering is available as seen here:
