Page Comparison

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• Create Contract from Calculation

  • The meaning has been explained in the special chapter Calculation Transition to Contract

  • The button is only visible if the detailed contract status says Calculation=Not otherwise.

• Create Invoice

  • The user can use this button to create an individual invoice for the contract (e.g. for a fee)

  • Explained in detail in Fakturace prodejInvoicing Sales.

• Create Fin. Charge Memo

  • It is used to create a penalty invoice for the contract

  • The process is described in detail in the Vymáhání pohledávek Workout.

  • The button is visible only if there is Calculation=N on the detailed contract status.

• Create Financial Settlement

  • The button is visible only if there is Calculation=N on the detailed contract status.

  • It is used to create a financial settlement of the contract, described in detail in the Finanční vypořádáníFinancial Settlement.

• Copy Calculation/Contract

  • The meaning has been explained in a special chapter.

• Create Multi Calculations

  • The meaning has been explained in the special chapter Creating Multi Calculation

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They are used for changes to the contract – detailed description in the Změny smlouvyContract Changes.

Costing

The meaning of the fields is explained in the chapter Payment Calendar.

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• History

  • Contract Transfer History

    • For a description, see Změny smlouvy Contract Changes, chapter Contract Transfer

  • Contract Change History

    • For a description, see Změny smlouvy Contract Changes

• Operative Leasing

  • The button is only displayed for contracts with Financing with Services=A.

  • Under the Operative leasing button, there are the following options:

  • Master Agreement

    • Opens the list of framework agreements with a filter to the framework agreement number that is entered in the leasing agreement

  • Contractual Mileage

    • Opens the Contract Mileage History overview

  • Maintenance Permission

    • Opens the contract service permission list

  • Odometer Status History

    • Opens the Contract Odometer Status History overview. For a detailed description, see Katalog předmětů Object Catalogue

• Finance

  • Unposted Individual Invoices

    • Opens the list of unposted individual invoices of the contract, see Fakturace prodej Invoicing Sales

  • Unissued Finance Charge Memos

    • Opens the list of unissued finance charge memos for the contract, see Vymáhání pohledávek Workout

  • Customer Balance History

    • Opens a list of customer entries

  • Contract Balance History

    • Opens the list of customer ledger entries with a filter on the contract number

  • G/L Entries

    • Opens general ledger entries with filter to Global Dimension 2= Contract No.

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