The services that are included in the offer are recorded in the OC in the Contract Services table. The list List of services Services (Contract Services form) is opened by the user from the Financed Object Card or the Offer Card by the same button Contract Services.
...
No. (No.)
The OC assigns the service number automatically by adding a postfix _XXX to the offer number, where XXX is the serial number of the service within the offer
Non-editable field
Service Status
Sets up the OC automatically:
Preparation – when the service is set upsetting up a service
Active – after activation of the contract or service, if the service Service is added additionallylater
Cancelled – not used
Terminated – after termination of the service and/or contract
Change copy – service status on the original contract, if there is a change copy for it.
Non-editable field
Service Kind
The type of service is the first piece of information to identify the service
A non-editable field that is added after creating a service from a financing product or financing template
Service Type Code
Carries some of the settings of the service
A non-editable field that is added after creating a service from a financing product or financing template
Tire Service
More detailed Detailed specification of the types of services Tire Service (Tire, Rim, Storage, Tire Change, Rim Accessories)
A non-editable field that is added after creating a service from a financing product or financing template
Service Code
It specifies the rate of the service, refers directly to the price list of the service.
The user selects a value from the relevant price list based on the combination of the "Service type" field and possibly "Tire service" fields
Type Kind = ServiceMaintenance
The system is completed automatically by filtering to the service price list. The description will be given in the description of the service detail
User can change, whereby valid from <= Reference datum date < Valid to
Type = Tire Service, Tire Service = Tire
Non-editable, field remains blank
Type = Tire Service, Tire Service = Rims
Non-editable, field remains blank
Type = Tire Serviceservice, Tire Service service = Tire Changechange
Non-editable, field remains blank
Type = Tire Service, Tire Service = Storage
The system is completed automatically by filtering to the price list. The description will be given in the description of the service detail
The user can change the
Type = Tire Service, Tire Service = Rim Accessories
Non-editable, field remains blank
Type = Replacement Vehicle
The system will can be supplemented by a from the financing product or a financing template
The user can change by selecting from the price list of replacement vehicles, whereby the following applies: Valid from <= Reference datum Date < Valid toTo
Type = Road Tax
Non-editable
Type = Highway Sticker
The system will can be supplemented by a from the financing product or a financing template
The user can change by selecting from the vignette price list, whereby the following applies: Valid from < = Reference datum Date < Valid toTo
Type = Fee/Service
The system will can be supplemented by a from the financing product or a financing template
The user can change by selecting from the pricelist of fees/services, whereby the following applies: valid Valid from <= Reference date Date < Valid toTo
Type = Fuel Card
The system will can be supplemented by a from the financing product or a financing template
The user can change by selecting from the fuel card price list, whereby the following applies: Valid from <= Reference date Date < Valid toTo
Service Description
Fills in the OC automatically, text description of the service:
In the first step, the system automatically adds the Description value (10) to the Service Description (60) according to the Service Type Code from the Service Type API (4026705).
Then update it updates the field according to Service Kind - i.e. write the current value in the Service Description to be written (i.e. do not composecomposed) as follows:
If (Service Description in the result will contain the a description from the price lists)
Service Kind=Fee/Service – according to Service Code, fulfill the Fee Description (20) (if it is not empty) from the API Fee and Service Pricelist (4026651)
Service Kind=Replacement Car – according to the Service Code, fulfill fill in the Car Type Description (15) (if it is not empty) from the Repl API. Vehicle Pricelist (4026655)
Service Kind=Highway Ticket – according to Service Code to , fulfill Description (15) API ) (if it is not empty) from the Highway Ticket Pricelist API (4026653)
Service TypeKind=Tire Service and Tire Service=Tire Storage - according to Service Code to fulfill Description (10) (if not empty) from API Tire Storage Pricelist (4026614)
Service Kind=Fuel Card - according to Service Code fulfill Service Range Description (25) (if not empty) from API Fuel Card Pricelist (4026750)
If (Service Description in the result will contain a description according to the Service Type Code):
Service Kind=Maintenance – not perform anything according to the Service Code to do nothing
Service Type=Fuel CardService TypeKind=Tire Service and Tire Service=Tire - do not do anything according to the Service Code
Service TypeKind=Tire Service and Tire Service=Tire Change
Service TypeKind=Tire Service and Tire Service=Rim
Service TypeKind=Tire Service and Tire Service=Rim Accessories
Service TypeKind=Road Tax
Reinvoice
A service flag that specifies whether a cost load from that service should be reinvoiced to the customer.
If A, the system will create the service in such a way that the value of the service will be zero.
Calculation Amount Total
Calculates It calculates the OC automatically on the Detail of each service. It is the value of the service, from which the Calculation Amount Total is then calculated
During validation, the value was rounded according to the Service Rounding Code set to the Financing Model of the contract.
A detailed description of the service calculations is given below in the description of the detail details of services.
Calculation Amount Per Payment
Calculates OC automatically Calculation Amount Total/Number of Service Payments, in Contract Currency
During validation, the value was rounded according to the Service Rounding Code set to the Financing Model of the contract.
The value is then transferred (possibly after modification) to the service payment schedule.
Composed Service Code
If the offer also contains a composed service, then this composed service Service has its own code. A composite service Composed Service is specific in that it consists of multiple services that are added/removed together
Typically, it this is a Tire service, which consists of a service, Tires, Rims, Tire Changetire change, Storage storage and possibly Rim Accessoriesrim accessories
A non-editable field that is added after creating a service from a financing product or financing template
Compose Service Amount Per Payment
Calculates the OC automatically as the sum of the Values to the per payment for the given composed service, in the currency of the contract (it is calculated only if the Composed Service Code is non-empty and the value of the field is the same in all lines with the same composed service code)
Purchase Price Total
Completes It will complement the system from the detail service where it counts
In the case of Service Type = Road Tax (when the Purchase Price is not calculated on the detail), the system automatically fills in the value from the Value Total calculation (the Road Tax has the same purchase price).
The value is not rounded according to the Service Rounding Code set to the Financing Model of the contract.
Margin Total
It is calculated on the service detail, differently for each service (for a detailed description, see the description of the service detail).
In the case of Service Type=Road Tax (when where the margin is not calculated on the detail), the system automatically fills in the value from Value to Calculation Total-Purchase Price Total=0 (Road Tax does not have a margin).
During validation, the value was rounded according to the Service Rounding Code set to the Financing Model of the contract.
Valid From
The beginning of the service. It is the same as the value of the field:
Date of expected handover (when the creating calculation is created),
Handover Date After Contract Activation
A different date if the service is created retrospectively after the fact or when the service is changed.
UneditableNon-editable.
Valid To
The end of the service. It is the same as the value of the Expected Termination Date field shown on the calculation card, or a different another date if the service has ended early.
UneditableNon-editable.
Valid To after Extension
The system fills the end of the service is filled by the system automatically according to the Prep. Date field. Terminate after Extension (Expec.Termin.Date After Extension) – see chapter for contract description for description.
UneditableNon-editable.
Mandatory Service Service
Flag the service, if it 's is mandatory. Takes OC from a financing product or financing template
When deleting a mandatory service, the OC displays a message (only an informative warning message, without any other functionality): "This is a mandatory service. Approval is required for deletion. Continue?"
If the user confirms Yes, the system deletes the service
If not, it will not delete clear the service.
Vendor No.
If a supplier vendor is specified entered in the price list for a given service, the OC will display his its number here
Vendor Name
Adds OC automatically according to the vendor number
Charge
Flag of the service, whether it should be billed over the duration of the contract. Takes OC from a financing product or financing template
Editable, can be changed manually by the user manually.
When set to N, the system automatically deletes the value of the Billing Period field and sets the Service Billing Period field to non-editable.
Charge Period
The period for in which the service Service should be charged. Editable if Bill = A. Takes OC from the financing product or financing template. Values = Blanks | Monthly | Quarterly | Half-Year | Annual | At the Regular EndYearly | Upon proper termination
Informative value only, currently unused
Terminated
System flag, filled by the system automatically when the service is terminated.
Hidden Flag
Reflect Aliquot
Service flagFlag of the service, whether the value should be determined aliquot for the given number of days or for the whole month should be determined when calculating the service in the first (or last) installment.
In the case of the Fee/Service service, the value is taken from the fee price list, for other services the system sets automatically:
ServiceMaintenance: Take into account aliquot=A
Fee: The aliquot taken into account is taken from the fee schedule
Replacement vehicle: Take into account aliquot=A
Highway vignetteSticker: Take into account aliquot=A
Fuel Card: Take into account aliquot=A
Tire Service/Tire: Take into account aliquot=A
Tire Serviceservice/Tire Changechange: Take into account aliquot=A
Tire Service/Storage: Take into account aliquot=A
Tire Service/Rim: Take into account aliquotConsider Aliquot=A
Tire Service/Rim Accessories=A
Road taxTax: Take into account aliquot=N
Example: Road tax is paid in its entirety for each month started. Therefore, the system automatically sets the flag value on this service to N
Full Aliquot Payment
Service flag KindDruh=Fee/Service, takes OC from the fee list
In the price list, it can only be set in combination with Take into account Reflect aliquot=N
Meaning: the entire value of the service is calculated by e.g. Instead of 36M, it takes will take 37M, but in the first (or last) aliquot payment, the aliquot value will be based on according to the number of days.
Migrated Service Service
Hidden field by default
Boolean, N by default N
Field added for service migration purposes (when leasing companies move from their legacy original system to OC). Migrated services must then be marked with flag Y.
If Y, the system will does NOT make a call when recalculating the service payment calendar, i.e. it will does not create a top payment.
Currency Code
Hidden field by default
It is populated from the Currency Code (10) from the API Financing Contract Header (4026397) when the service is set upcreated
Currency Exchange Rate
Hidden field by default
It is filled from the Contract Exchange Rate (4026685) from the API Financing Contract Header (4026397) when the service is created
The user User may also have other fields displayed in the Contract Services, the meaning of which is clear from the name of the field.
...