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Cumulative update 2024/05
Released: 2.5.2024
App version: 22.1.240502.1200
Bug fixing
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Functional area
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Description
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ID
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Address Book
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Fixing the Create Partner wizard to add the correspondence address to the customer and vendor card when completed.
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18229
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Address Book
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· correction of CZ captions
· correction of the Active field function in the Consent Temp table. Evid. Reason (4026541)
· editability correction field Code field uneditable (it will be for info only) in the "Copy data to template" dialog window
· modification of the API Consent Evidence report (4026540)
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18206
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Contract
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Modification of filling and calculation of fields in service payment calendar for foreign currency contracts Field Currency Factor is now filled from Contract Service table, as 1/Currency Exchange Rate Field Amount (LCY) is calculated as Amount/Currency Factor Field Cost Amount (LCY) is calculated as Cost Amount/Currency Factor.
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18444
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Insurance
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Recalculation of parameters after changing the age of the vehicle when the contract is activated.
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18399
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Contract
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Report “Highway Tickets To Order” - addition of filters for type of report NEW
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18293
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Contract
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Removing the Mark Ending Contracts To Print function - the function is not used for proper termination.
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18228
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Contract
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There has been added control to the page Vendor Confirmed Dates, which prevents creating of a new record in these cases:
· there is an existing change copy for the contract or existing active variant (applies for the Record Type: “Confirmed Delivery Date” and “Expected Handover Date to Customer”)
· financing contract is in the detail status, which is either not order confirmed status or does not allow shift to the order confirmed status (applies when the Record Type is “Confirmed Delivery Date” and related order is of type “Object”)
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17502
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Rental
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· Next Utilization Date Filter in "Not Rented" Cue modified to ≥Today filter, so that vehicles that are available from today are also displayed in the list
· Utilization Vehicle Matrix (4027432) filter “Next Utilization Date Filter (20635, Date) modified to ≥Today
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17872
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Contract
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Optimisation of contract roundings.
Financing Model:
· Fast tab “Roundings” re-named to “Contract Payment Calendar Roundings”.
Financing Contract:
· Value in field Insurance Excl.VAT will be rounded based on the setup of Insurance Rounding Code on Financing Model for simple insurance only. Standard insurance roundings without modification.
· Value in field Service Excl.VAT will be rounded based on the setup of Service Rounding Code on Financing Model for standard and simple services as well. Roundings in service calendars without modification.
· Value in field Payment Excl.VAT will not be rounded based on Total Rounding Code from Financing Model. Field is a sum of other fields, which are rounded based on their own setting.
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18532
Cumulative update 2024/03
Released: pá 1. 3.
App version: 22.1.2400301.1200
New features
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Functional area
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Description
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ID
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Contract
Extension of the functionality for the releasing of the financial settlement in case the Decisive Field for Invoicing is 0.00.
After confirming the "Release" function, the system displays a message for selecting the action that should occur:
Interrupt release
For canceling the releasing of the financial settlement
Release without Invoicing
For changing the financial settlement status to Released without creation an invoice or credit memo
Release and Create Invoice
For changing the financial settlement status to Released with creation an invoice
Release and Create Credit Memo
For changing the financial settlement status to Released with creation an credit memo.
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17253
Bug fixing
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Functional area
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Description
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ID
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Finance
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Addition of CZ and SK translations in the batch Set Customer Applying Params.
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17399
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Finance
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Modification of the filling of the customer posting group when the bulk payment is split, if the Advances module is enabled.
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16852
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Finance
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When splitting a payment in the Payment Journal using the Split payment by settlement function, the copying of bank data (IBAN, SWIFT, bank code, bank account number) will be added to the split lines.
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16557
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Insurance
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During the technical evaluation, the system copies the insurance contract. The extension is to copy the insurance rate change table as well.
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17236
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Rental
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Addition of the English caption on the RentCar Posting Setup Card for the description of General and Rent a Car.
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17191
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Contract
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Modification of the length of the Order Code field in the Purchase Line table from 20 to 40 characters.
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17196
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Contract
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An option value “Cust. Order No.+LS Order No.+Part Payment No” for field Variable Symbol Type in table API Financing Model is obsolete. Usage of this option was prohibited (blocked with Error) and is marked as obsolete to be removed from future version of OneCore.
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11171
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Contract
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Adjustment of the "Odometer Status History" after batches. Replaces writing to "Odometer Status History" after files.
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10662
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Finance
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Addition of the parameter in the error message when posting of the payment in the Payment Journal.
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16449
Cumulative update 2024/02
Released: po 5. 2.
App version: 22.1.240205.1200
New features
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Functional area
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Description
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ID
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General
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As part of this adjustment, API endpoints were expanded to include the Opportunity management functionality. These endpoints are primarily intended for OneCore Reporting in Power BI.
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12999
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Insurance
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New field on the Insurance Contract:
Do not Update Insurance Value
The field is hidden by default and its default value = No. The user can add it to the page via Personalization.
The user can change the value to Yes (tick) if he does not want the insurance value to be updated from the calculation input.
It can be used in cases when one insurance contract is with a different insurance value than other insurance contracts (e.g. an insurance contract for a GAP product has an insurance value equal to the purchase price after discount, but for accident insurance the insurance value is the purchase price before discount)
Contract Activation:
If the Handover Date is different from the Expected Handover Date, the system on insurance contracts, where the Do not update insurance value flag = Yes, does not update the insurance value from the calculation input.
Technical Evaluation:
The system checks the value of the Do not update insured value field on an insurance contract with Product Base Type = Property. If its value is Yes displays a message to the user and the process of the technical evaluation is complete without creating new insurance contract. The user has to closed the original insurance contract and create the new one manually.
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16700
Bug fixing
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Functional area
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Description
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ID
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Finance
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· It was added new field Tolerance for Doc. Creation from payment calendar (LCY) to the table OneCore Setup
· The system looks at the tolerance during the manual accounting from the payment calendar and compares the filed Amount of the payment calendar with the Tolerance. If it falls within the tolerance, then a message is displayed. User chooses manually what the system should create (credit memo/invoice).
· Creation of the debit note from the Post Billing Credit Memos function was added.
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15538
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Insurance
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When creating a variant of the financing contract, the system also transfers the table "Insurance Contract Rate Change" to the variant.
The table is necessary for correct calculation after the rate change.
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15822
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Finance
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Installment sale - when posting internal document for the balance - system when combining Customer currency = EUR, and contract currency = local will keep the currency code EUR - inconsistent transaction.
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16263
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Finance
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The Do not post credit note from installment plan parameter from Service contract settings is used in the installment cancellation regardless of whether the contract is OL with services or anything else (FL, SP, UV), which is an overlap that is not desirable.
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16288
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Insurance
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Insurance policies that started after the contract was terminated cannot be included in the credited amount.
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16377
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Luxury tax
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· Purchase price limit control was moved to the amount of the Purchase price calculation input.
· System updates the field “Input price” on the Contract card when will be added/deleted the calculation input for the unapplied part of VAT.
· Transfer of the filed “Unapplied VAT Calculation Input Type Code” to the API Financing Product List.
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16424
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Guarantee
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· Customer guarantee - possibilities to create guarantee without permissions in User Setup
· Contract guarantee - guarantee creation depends on detail contract status (Change without Protocol flag) and permissions in User Setup (Allow Guarantee Editing Without Change Copy)
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16448
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Notifications
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Notification attachment layout improvements.
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16483
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Finance
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Correction of the calculation of the number of days and the application of the non-penalty period for closed customer ledger entries.
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16498
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Contract
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Function correction - when recalculating the contract via the Contract Recalculation Wizard (Object ID 4026638), the system did not request the calculation of accruals if the contract settings do not require it. (Down payment = 0).
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16497
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General
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Correction of Slovak captions of fields:
Calculation Method (50) in the table Ins. Calculation Method (4027056) - Option Sum - correct Slovak caption Suma
Contract Settlement Type (5) in the table Financial Settlement table (4046805) - Option Complete - correct Slovak caption Kompletné
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16656
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Insurance
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Extension of the check for the existence of insurance contracts.
New field on Financing Product/Template Insurance:
Ins. Prod. Base Type for Check
The possibility of setting the control at the level of the type of insurance product.
If the check is set for the insurance product base type, the system checks during the creation of the insurance contract or activation of the existence of an insurance contract with the selected insurance product base type (regardless of whether it is insurance in payments or an individual insurance contract).
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16710
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Contract
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Extension of the error message when checking whether the continuous contract was recalculated after the change.
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16750
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Contract changes
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Modification of Contract Recalculation Wizard (4026638). In case of mileage or contract duration change, the wizard takes into account contract services with Valid To ≥ Change Date-1D (in case of Contract Extension=N) or Valid To After Extension ≥ Change Date (in case of Contract Extension=Y) without filtering on Service Status. Now, after the modification, the wizard will take into account contract services with the same date conditions and Service Status=Active.
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15847
Cumulative update 2024/01
Released: pá 12. 1.
App version: 22.0.240112.1200
New features
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Functional area
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Description
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ID
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Contract
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Releasing (CZ/SK)
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5906
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Contract
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Luxury Tax (CZ)
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5917
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General
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Performance optimalization (new indexes)
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5977
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Contract
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Protected variables added to wizards create a calculation
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5980
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CRM
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Opportunity Management (Major release 2023 wave 2)
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N/A
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General
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OneCore SaaS license check added (mandatory registration)
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5630
Bug fixing
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Functional area
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Description
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ID
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Finance
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Copy sales document bug (extended text)
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5526
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Finance
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Payments ahead bugs
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5744
5744
5754
5773
5778
5779
5786
5809
5815
5864
5972
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Finance
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Accruals posting and variants bugs
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5745
5757
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Contract
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Part Payment Period value "Non-Periodical" removed
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5843
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Insurance
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Insurance Contract Client Currency code editability
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5868
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Insurance
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Insurance Contract recalculation after valid to changed
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5903
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Finance
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The invoice variable symbol is missing (Finance Settlement)
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5911
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Insurance
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Insurance Contract vehicle age update
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5915
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Insurance
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Allow Ind. Ins. Contract Change without Change Copy in user setup doesn’t work
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5924
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Contract
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Financing Contract card fact box caption corrections
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5929
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Insurance
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Mass Transfer Change Copies doesn’t work
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5930
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Contract
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Bad Annuity Excl. VAT rounding
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5933
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Insurance
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Add Insurance Wizard – caption corrections
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5942
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Insurance
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Technical evaluation - checking for restrictions on the variant of the insurance product
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5947
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Insurance
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MCC changes Insurance adds or removes new insurance
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5949
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Contract
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Change Customer No. on financing contract optimization
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5969
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Contract
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Import tyres error
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5975
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Insurance
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MCC Insurance – recalculation error
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5979
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Finance
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Cancellation of instalment sale - the reverse of a fictitious payment erroneously includes the possible cancellation of the settlement of this payment
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5981
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Contract
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Road tax calculation for N1 and EV
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5987
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