General Overview:
- GreatAmerica provides a rate card to determine monthly leasing amount based on lease terms
- Q360 connects to Great America via an API key that GreatAmerica needs to provide to each client, as well as a rate card for each client
- In Q360, the rate card will be mapped to a Sale Type
- On a qualifying quote in Q360, the “Financing Option” extended menu will be available and users may select the terms to submit a proposal. This will then print on the proposal. Note: Customer proposal must be designed to display leasing option
- In versions 23.02+, user may select Maintenance Type as part of Financing Options
The following section describes how to integrate and use GreatAmerica Financial Services software with Q360 for the purpose of quote financing.
Prerequisites
- A customer / vendor account must be setup in the system for GreatAmerica Financial Services
- Make sure that Director is configured. For more information, see the topic Director Setup
- A web-based quote template configured to display financing options – If the template is not an available option or has not been configured, a custom quote template for your organization is likely required. To do this, create an annotated version of your current quote layout, including the location on the quote where financing options are to be displayed. Then contact Solutions360 Inc. to request a version of your current template that displays financing options by creating a support ticket through the Customer Care team
Configure API settings
To setup the GreatAmerica API, complete the following steps
- In the web client, go to Maintenance > API Configuration
- Click the GreatAmerica tab and enter information into the following fields:
- API Dealer key – A unique string provided by GreatAmerica to the entity
- Finance Max Points – GreatAmerica partners can add extra points for additional margin. Each point adds 1% to the amount GreatAmerica funds your company on the total deal. GreatAmerica allows partners to add up to 8 points which would equal an additional 8% of margin. This information is not reflected on the actual quote to the customer. Also note that system stores this value in the FINANCEMAXPOINTS configuration setting and is automatically updated in the table when set in the UI. Note: in versions 23.02+, user may adjust these points
- Finance Institution Customer No. – The vendor number listed in the entity’s Q360 system. The Invoice Site No must be defined in the Customer/Vendor record. Otherwise, invoice redirection will fail. The vendor record must also be active
- Sale Type Association with the Rate Cards
- The options listed are pulled from the sale type list in the quote form. As types are added in the general codes, this list is updated when you go into the API settings
- Initially, it might display as blank. If so, change this to the entity name
- If the type is not designated in this page, financing will not be optional in the quote
- Click Save
- Once saved, click Test Service to verify correct setup