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In the first step of this wizard, the user selects a general change in the "Change Type Code" field with the Wizard Object No. equal to 0. The "Change Contract" wizard is described in detail in chapter Změny smlouvy - změnové kopie / varianty Contract Changes - Change Copies/Variants. When you complete this wizard, the contract will remain in a change copy where you can add a service.

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In the first step of this wizard, the user selects a general change in the "Change Type Code" field with the Wizard Object No. equal to 0. The "Change Contract" wizard is described in detail in chapter Změny smlouvy - změnové kopie / varianty Contract Changes - Change Copies/Variants. When you complete this wizard, the contract will remain in a change copy, where you can stop the service. On the list of services, the user selects the service he wants to stop by marking the line ("stepping on it") and then selecting the "Stop service" function, which is located in the list of services

The wizard will then open.

Step 1:

Field:

  • Contract No.

    • OC displays the contract number

  • Financed Object No.

    • OC displays the subject of the contract

  • Financed Object Name

    • OC will display the name of the object

  • Service Code

    • The OC displays the code of the service that the user is standing on and wants to change

  • Valid From

    • The OC will display the date Valid From for the service

  • Valid To

    • The OC will display the date Valid until the service is stopped (before the service is stopped)

  • Stop at Date

    • The system automatically fills in the Stop on Date field with the "Period To" field from the last posted period of the service payment calendar.

    • The field cannot be changed, i.e. the service can only be stopped for the last posted period

Step 2:

In this step, you can specify whether to print the invoice

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  • Contract No.

    • OC displays the contract number

  • Object No.

    • OC displays the subject of the contract

  • Object Name

    • OC will display the name of the object

  • Code

    • The OC displays the name of the service that the user is standing on and wants to change

  • Valid From

    • The OC will display the date Valid From for the service

  • Valid To

    • The OC will display the date Valid until the service is stopped (before the service is stopped)

  • Stop at Date

    • The OC displays the date entered in the previous step

  • Invoiced to Date Excl. VAT

    • OC displays the sum Invoiced Amounts excluding VAT for the service from payments at date in the "Stop at date" field

  • Drawn to Date Excl. VAT

    • OC displays the sum Pumped the amounts for the service as of the date in the field "Termination Date“. The amount drawn is calculated from the service permission as "SUM Purchase price excl. VAT' – 'SUM Reinvoiced Amount Excl. VAT" Of all service permits that qualify:

      • The contract number is equal to the original for the change copy

      • The creation date on the allowance line is less than or equal to the end date

      • Service Kind

      • Service Type Code

      • All Maintenance Permission Statuses

    • If service permissions are not issued for charges, then the value in the field will be zero. The user can enter the reinvoiced amount manually.

  • Summary of the service without VAT

    • The OC will display the value in this field "Drawn to Date Excl. VAT" – "Invoiced to Date Excl. VAT" In Contract Currency

    • This amount is included in the invoice if the user ticks the "Issue Invoice" box

  • Create Invoice

    • Parameter means whether the OC should issue an individual invoice for the value in the Service Summary field; this function cannot be used in Calculation Variant - it is not possible to create individual invoices (the field cannot be checked)

  • Payment Terms Code

    • The default value is added from the contract card, the user can change the value

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A description of how to create an individual invoice can be found in the Fakturace prodejInvoicing Sales.

When you confirm the dialog box, a non-posted sales invoice is created for the original contract. The system will also override the Valid To on the given service to the date from the "Stop on date" field.

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