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The transfer of a contract has several steps, some of which can be omitted depending on the processes in the leasing company:
We recommend that you perform the contract transfer operations on the change copy of the contract
Change the detailed status if the user wants to stop invoicing, for example (optional step)
Recording of input data for transfer into the contract
Transfer Approval
Stopping insurance contracts and creating e.g. new contracts by copying
Execution of the transfer
In addition, the settings from OneCore Settings are needed to perform the transfer (see Nastavení Business Setup).
The condition is that the transfer is approved and that the detailed contract status is allowed for the transfer.
The system automatically sets the effectiveness of the transfer to the 1st day of the unposted payment period
Optional step – change the detailed status to one that does not allow invoicing from the payment schedule (if the leasing company wants to ensure that no further invoicing is done if the transfer is not completed). The user starts the Contract Status Change Wizard and changes the contract status from active, e.g. to temporarily suspended. After changing the detailed status, the contract will remain in the change copy (or on the variant) – for a description of the steps to change the detailed status, see the previous chapter.
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