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The user starts the change by clicking on the Change Contract button (wizard), the system opens the contract change wizard - see description Změny smlouvy - změnové kopie / varianty Contract Changes - Change Copies/Variants.

  • In the first step of this wizard, the user selects a change in the "Change Type Code" field with Wizard Object No=4026638.

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If there is no unposted line with Recalculation Settlement on the contract, it will open "Contract Recalculation Wizard“:

Step 1/3:

Field:

  • Financing Contract No.

    • Completes the system automatically from the financing contract

  • Financing Product Type Code

    • Completes the system automatically from the financing contract

  • Financing Product No.

    • will complete the system from the financing contract, field Financing Product No. (4047000)

  • Customer No.

    • Completes the system automatically from the financing contract

  • Customer Name

    • Completes the system automatically from the financing contract

  • Financed Object No.

    • Completes the system automatically from the financing contract

  • Financed Object Name

    • Replenishes the system automatically from the financed object

  • Licence Plate No.

    • Replenishes the system automatically from the financed object

  • Change Date

    • Change effective date - first day of unposted payment period

    • After clicking, it will open the contract payment calendar from the change copy/variant (depending on where the wizard is launched from)

  • Odometer Entry No.

    • Lookup to Odometer Status History API table (4026583)

      • Filtre:

        • Financed Object No.=same as above in the wizard

        • Financing Contract No.=same as above in wizard

    • By default, the Entry No. with the highest sequence number is added, the user can also select another line

  • Odometer Status

    • the system will automatically take over the Mileage field (10) after selecting Odometer Entry No. from the Odometer Status History API (4026583)

    • Calculated Field (FlowField) If the user clears the value in Odometer Entry, the system displays an error message and does not allow any further action.

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  • Change List

    • opens the relevant row in the Contract Change History

  • Back

    • neaktívne

  • Next

    • checks if Odometer Entry No.<>empty

      • if it does not apply, it will display the error message "Odometer Entry No. cannot be empty." (Odometer entry cannot be empty.) And they won't allow it to go any further. The user then enters (selects) the item and can continue.

      • if true, it proceeds to step 2 and performs updates (populating the fields) in step 2)

  • Finish

    • neaktívne

Step 2/3:

Field:

  • Financing Contract No.

    • Completes the system automatically from the financing contract

  • Licence Plate No.

    • Fills in from the subject as in step 1.

  • Change Date

    • Fills in from the subject as in step 1.

    • Change effective date - first day of unposted payment period

    • After clicking, it will open the contract payment calendar from the change copy/variant (depending on where the wizard is launched from)

  • Contractual Distance

    • Completes the system automatically from the financing contract

  • Yearly Distance

    • the system will automatically take over the contract (or the last record from the Contractual Distance API (4026671)) similarly to the Contractual Distance from the contract ())

  • Predicted Contractual Distance

    • The system automatically adopts the Predicted Contractual Distance field according to Odometer Entry No. from the Odometer Status History (4026583) API

    • Predicted contractual mileage at the current financing period.

  • Predicted Yearly Distance

    • The system automatically adopts the Predicted Yearly Distance field according to Odometer Entry No. from the Odometer Status History (4026583) API

    • Predicted yearly mileage at the current financing period.

  • New Yearly Distance

    • By default, it takes the value from Yearly Distance

    • Editable, the user can edit manually if he wants to make a change to the yearly mileage

  • Financing Period (in Months)

    • Completes the system automatically from the financing contract

  • Predicted Financing Period (in Months)

    • The system automatically adopts the Predicted Financing Period (in Months) field according to Odometer Entry No. from the Odometer Status History (4026583) API

  • Financing Period (in Months) after Extension

    • EN: Financing Period after Extension

    • Takes over the field of the same name from the leasing agreement

  • New Financing Period (in Months)

    • By default, it takes the value from Financing Period (in Months)

    • Editable, the user can edit manually if he/she wants to change the duration of the contract)

  • Calculation Residual Value

    • Fills the system automatically from the contract

    • Non-editable

  • New Residual Value

    • Fills the system automatically from the contract

    • Editable. The user enters a new residual value if desired. The system then adds this new residual value to the contract as part of operations after the wizard is completed,

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  • Change List

    • opens a row in the Contract Change History

  • Back

    • vráti sa na krok 1

  • Next

    • checks if Yearly Distance=New Yearly Distance and Financing Period (in Months)=Financing Period (in Months) New:

      • If true, it displays the message:

        • ENG: Contract Conditions were not changed.

        • EN: The terms of the contract have not been changed.

        • After confirmation, it closes the message and leaves step 2/3 of the wizard open. The user can adjust the yearly mileage and/or contract duration and then move on.

      • If it doesn't, it continues.

    • checks if New Yearly Distance<>empty and is without an increase divisible by the value of Annual Mileage-step (79540) from the tab API Financing Product/Template (4047009) - if the lease agreement contains a template, it takes the value from the template. If it does not contain a template, it takes the value from the contract financing product:

      • If it does not apply, it will display an error message and will not allow you to continue:

        • "The new yearly mileage must not be empty."

        • The adjusted yearly mileage must be divisible by 1000."

      • The user then enters the adjusted yearly mileage and can continue.

      • If it is valid, it proceeds to the next check.

    • check if New Financing Period (in Months)<>empty

      • if it does not apply, it will display the error message "New Financing Period (in Months) cannot be empty." and will not allow it to continue. The user then enters the adjusted financing period and can move on.

      • If it is valid, it continues to the next check to see if the following applies:

        • Financing Term-min<=New Financing Period (in Months)<=Financing Term-max

        • The values Financing Term-min (180) and Financing Term-max (185) are determined from the template (if the contract has a template) or from the financing product (if the contract does not have a template).

        • if it does not apply, it will display the message "New Financing Period (in Months) must be between ....Fin.Term-min and ... Fin.Term-max." (EN: The new financing period must be between ..... and ....." and it will not be possible to continue.

        • If true, it checks the time step to see if the following applies:

          • New Financing Period (in Months)/Financing Term-step=is an integer

          • if it does not apply, it displays an error message and does not allow to continue: "The new financing period must be dividable ..."

          • if it is valid, it checks the maximum contractual mileage from the Financing Product/Financing Template API Financing Product/Template (4047009) (if the contract was created from a template, it takes the value from the template. If not, then from the product):

            • round ((New Financing Period from wizard/12)*New Yearly Distance from wizard); 0) =<Contractual Mileage - max (79550)

            • if it does not apply, it will display an error message and will not allow you to continue.: "The maximum contractual distance XXX has been exceeded."

            • if true, continues to Step 3/3.

Step 3/3:

Field:

  • Financing Contract No.

    • Completes the system automatically from the financing contract

  • Licence Plate No.

    • Completes the system from the subject as in step 1.

  • Contract Effective Date (Change Date)

    • Completes the system from the subject as in step 1.

    • Change effective date - first day of unposted payment period

    • After clicking, it will open the contract payment calendar from the change copy/variant (depending on where the wizard is launched from)

  • Recalculation Settlement Type

    • displays the field of the same name from the header of the leasing agreement Enum=Retroactive,Forward CZ: Backward,Forward

    • Editable

  • Periodical Recalculation

    • Editable only if there is Recalculation period = not empty in the contract.

    • Depending on this parameter, the wizard will fill in the contract fields:

      • Periodic Recalculation=N

        • Last recalculation date=fills the current workdate

        • Nearest Recalculation Date=empty

      • Periodic Recalculation=A:

        • Last Recalculation Date=Wizard Change Effective Date

        • Depending on the Recalculation Period, the date of the nearest recalculation is fulfilled:

          • Recalculation Period=1Quarterly: Last Recalculation Date+90D

          • Recalculation Period=2 Half-year: Last recalculation date+180D

          • Recalculation Period=3 Yearly: Last Recalculation Date+365D

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