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Fashions
The progress of the task is determined by the Task Mode. The mode mod has the following values:
(0) Initial Fee
Used only in the contract activation wizardContract Activation Wizard
(1) Individual Invoice
Used It is used everywhere except for the fee invoicing when the contract activationis activated
(2) Not used
(3) Not used
(4) Credit Memo
It is used Used everywhere except contract activation and contract transfer
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Area | Report | Mode | Process |
Financing Contract | Yes | Individual Invoice or Credit Memo | The user manually selects the Document Type and enters the amount. |
Insurance Company Payment Calendar | Yes | Individual Invoice or Credit Memo | The default amount in the dialog box is copied from the calendar row. If the line amount is positive, the system fills in Document Type = Individual Invoice and a positive amount; if the line amount is negative, the dialog box window is filled in Document Type = Credit Memo and the amount is positive (the sign is rotated) The user can change the Document type Type and the amountAmount |
Insurance Contract Change Request Card | Yes | Individual Invoice or Credit Memo | The default amount in the dialog box is copied from the request card (the Fee Amount field). If the amount on the card is positive, the dialog box will be filled with the Individual Invoice type and the Positive Amount are filled in the dialog box; if the amount on the card is negative, the Credit Memo type is filled in and the amount is positive (the sign is reversedrotated) The user can change the Document type Type and the amountAmount |
Stop Service Wizard | Yes | Individual Invoice or Credit Memo | Before starting the report, the system sets the Individual Invoice or Credit Memo mode according to the sign of the amount in the Summary of Services Excl. VAT field (= +invoiced - drawn) This amount is always transferred to the report as positive. Depending on the detected Mode, the report type is set to Individual Invoice or Credit Memo type is set in the report. The document type cannot be manually changed by the user. |
Settlement | Yes | Individual Invoice or Credit Memo | The user manually selects the Document Type and enters the amount, the default amount in the report is 0 (it is not transferred from the FIV card) |
Contract Activation | No | Entry Fee | The amount and mode are always filled in by the system. The amount is from the Financing Contract from the Initial Fee Excl. VAT field Note: it is not possible to issue a document for a negative fee, it is possible to create a negative calculation input, but it cannot be invoiced; Activation ends with an error message. |
Transfer a contract to another customer | No | Individual Invoice | The mode is always Individual invoiceInvoice, the amount is from the wizard
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For Entry Fee
OneCore Setup
Initial Fee Payment Terms
Initial Entry Fee Standard Sales Code
Contract Model
Ind. Invoice NosNo. Series
VS Ind. Invoice Format (Contract No. or Document No.)
Financing Contract
VAT Posting Group Interest
VAT Prod. Posting Group Payments upon delivery of goods - only if it is a financial leasing contract with delivery of goods ("without VAT")
For Individual Invoice
Contract Model
Ind. Invoice NosNo. Series
VS Ind. Invoice Format (Contract No. or Document NumberNo.)
OneCore Setup (for contract transfer only)
Code stdStd. Sales Transfer Fee
Transfer Fee Payment Term
Financing Contract
VAT Customer Posting Group for Ind. Invoices
For Credit Memo
Contract Model
VS Ind. Invoice Format (Contract No. or Document NumberNo.)
Controls
The task checks:
Financing Contract
Calculation Variant = No
Detailed Contract Status
Allow Creating Individual Invoice creation of individual invoice = Yes
Next, it checks the settings mentioned above.
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If the task is run as a report, the result is a generated Sales Invoice or Sales Credit Memo. For the entry fee invoiced when the contract is activated, the result is a Posted Sales Invoice.
Sales Header – Fill Filling in Important Fields
Abbreviations: Contract, Contract = Financing Contract
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