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Number (No.)
User enters framework agreement number
Insurance Company Framework Agreement No. (Insurance Company Famework Agreement No.)
The user enters the number that needs to be provided for the insurance company
Framework Agreement Type (Framework Agreement Type)
The user selects the type by which the properties specified in the framework agreement type will be inherited. At the level of the framework agreement, the user can change them.
Insurance Company No. (Insurance Company No.)
If the user selects an insurance company, the system automatically fills in its name
Insurance Product No. (Insurance Product No.)
After selecting an insurance product, the system automatically fills in the product name
Status (Status)
When entering a new framework agreement, the status is Preparation. In order for a framework agreement to be offered in insurance contracts, the user must switch the framework agreement to the Active status. In this state, RPZ can no longer be changed. If a change needs to be made, the user must switch the RPZ to the Change status.
If the user concludes the framework agreement (change the status to "Closed"), it is necessary to ensure its replacement for the active framework agreement in the table Financing Product Insurance and Financing Template Insurance. If a framework agreement remains on the financing products/templates, the system will display an error message when trying to create insurance contracts using the "Create Insurance Contracts" wizard
Related to financing (Related To Financing)
If the user ticks this box, the RPZ will be offered in the bidding system when creating insurance contracts for leasing contracts.
Complement Contract with Constraint (Addition to Product Contract)
The user ticks if it is an insurance product that is tied – an add-on to the product. In this case, they must fill in the following fields.
Base Framework Agreement No. (Base Framework Agreement No,)
The user selects the RPZ of the product master to which they are linked. E.g. the Kasko framework agreement in the case of CPI, which is linked to Kasko.
Insurance contract for an indefinite period of time (Insurance Contract – Indefinite Duration)
Informational designation only
Removed Objects Contract (Removed Objects Contract)
User ticks only for removed items
Estate (Real Estate)
User ticks only in the case of real estate
Number Of Sets (Numer Of Sets)
Calculated field with the number of created sets for a given framework agreement
Insurance Company Verification Required
The user ticks if it is necessary to verify the rates from the code list in the OC with the insurance company on insurance contracts with the given framework contract
Editable only for users with permission – field Allow Change Elevation Date / odhl. On poj. = Yes in User Setup
Insurance Reporting Online
The user ticks if insurance contracts with the given insurance framework contract need to be reported online
Editable only for users with permission – field Allow Change Elevation Date / odhl. On poj. = Yes in User Setup
Insurance intermediary Online
In the event that online reporting to insurance companies will take place through an intermediary, the user selects the appropriate supplier who performs the service
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