Insurance invoiced separately
If insurance is taken out with the contract, it can be included in the payments or it can be invoiced separately (see document Insurance https://iao.atlassian.net/wiki/x/t4ZsB ).
Insurance is invoiced separately if the flag Include in payments = No is set on the Insurance Contract and on the lines of the Client's Insurance Calendar.
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This calendar has separate posting settings (- Insurance Posting Setup in table https://iao.atlassian.net/wiki/spaces/OCDOC/pages/76415843/OneCore+Posting+Setup#%5BhardBreak%5DInsurance-Posting-Setup )x/YwOOB
Posting is set for Table Type = Insurance and Insurance Calendar Type = Client (for general posting groups from Client Insurance Calendar)
rows for Table Type = Payment and Calendar Type Payment = Insurance are not set
without pro rata
2 policies = 2 lines for 1 payment, each is charged separately
S pro rata - 1 insurance policy
Pro rata in the first installment Yes (from the model, if empty, then from the insurance policy...)
Client Insurance 2 lines for 1st installment, same Posting dates
Include in installment No (from the model, if empty, then from the insurance policy...)
Client Insurance 2 lines for 1st installment, same Posting dates
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On the Insurance Contract, it can be agreed pro rata (an incomplete period at the beginning of the insurance (see the document Product Management pojištění_OC https://iao.atlassian.net/wiki/x/lQCaB ). A separate line is created for this incomplete period in the Client's Insurance Calendar. Based on the Pro Rata in First Payment setting, Pro Rata can be invoiced either separately or added to the first regular payment. The setting is taken from the Financing Contract Model, if empty, then from the Insurance Company Product
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