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After confirming the button, the system checks:
Whether the function feature is triggered from a contract with a financing type
Whether the " Chassis No. (VIN) field " is filled in on the financed object. If:
No
Displays the message "The Chassis No. (VIN) field must have a value (Must not be zero or empty) in the Financed Object table: Number=XX."
Yes
Proceeds to the next check
Whether in the table Financing Product Insurance / Financing Template Insurance There is a flagged record Pre-Insurance = Yes. If:
No
Displays the message "There is no Financing Product Insurance/Financing Template in the filter. Filters: Type: Financing Product, Financing Product No. / Financing Template: XXX, Pre-Insurance: Yes" and the creation of the insurance contract stops
Yes
Proceeds to the next check
Whether it is on the record marked Pre-Insurance = Yes Flagged Framework Insurance Contract Don't Create Client Calendar = Yes. If:
No
Displays a message 'Do not create client calendar must be equal to 'Yes' in Insurance Framework Contract: Number=XXX. The present value is 'No.'" and Creating an Insurance Contract Stops
Yes
Continues to display the wizard
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When creating an insurance contract for pre-insurance, the field is filled in Green Card No..If, at the moment of creating an insurance contract for pre-insurance, a full-fledged insurance contract has already been created that does not have a green card number filled in, the green card number is also added to the full-fledged insurance policy according to the green numbers mask setting on the insurance company's product.
Termination of pre-insurance
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Guides Preparing to hand over the item, when to enter the field Valid To Completes the date calculated as Date of expected handover (from the Object Handover Preparation Guide) - 1D
Insurance Termination Button Termination of fuses before activation of the financial contract (after using the change of detailed status for reporting) - preparation for integration connection
If it is not necessary to report pre-insurance policies Online, the termination will take place during the Financing Contract Activation, when the field Valid To Completes the date calculated as Handover Date - 1D.