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Insurance invoiced separately

If insurance is taken out with the contract, it can be included in the payments or it can be invoiced separately (see document /wiki/spaces/OP/pages/11927668 Insurance ).

Insurance is invoiced separately if the flag Include in payments = No is set on the Insurance Contract and on the lines of the Client's Insurance Calendar.

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This calendar has separate posting settings (https://iao.atlassian.net/wiki/spaces/OCDOC/pages/2061135976415843/NastavenOneCore+tovPosting+n+OneCore#%5BhardBreak%5DNastaven%C3%ADSetup#%5BhardBreak%5DInsurance-%C3%BA%C4%8Dtov%C3%A1n%C3%ADPosting-Poji%C5%A1t%C4%9Bn%C3%ADSetup )

  • Posting is set for Table Type = Insurance and Insurance Calendar Type = Client (for general posting groups from Client Insurance Calendar)

  • rows for Table Type = Payment and Calendar Type Payment = Insurance are not set

  • without pro rata

    • 2 policies = 2 lines for 1 payment, each is charged separately

  • S pro rata - 1 insurance policy

    • Pro rata in the first installment Yes (from the model, if empty, then from the insurance policy...)

      • Client Insurance 2 lines for 1st installment, same Posting dates

    • Include in installment No (from the model, if empty, then from the insurance policy...)

      • Client Insurance 2 lines for 1st installment, same Posting dates

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