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  • Payment Terms Code for Delivery Invoice

    • It is used in financial leasing with the delivery of goods

    • The field contains the Payment Terms Code for the tax document issued upon activation, which contains the client's tax liability for the payment of VAT, or for other documents issued upon changes as corrective documents.

    • Relation to the Payment Terms code list

    • It is fulfilled from the Contract Template

  • Customer Posting Group for Tax Documents (Goods Delivery)

    • Customer Posting Group for posting a leasing receivable with delivery of goods on VAT documents (invoices, credit memos, debit notes) and on a customer entry to settle VAT if the Use Cust field is set in OneCore Posting Setup. Posting Group (IS) = Delivery of Goods (VAT). If it is blank in OneCore Posting Settings, the Customer Posting Group field will be used from the Financing Contract

      Relation to T92 Customer Posting Group

    • Fulfilled by the Vzrou Covenant

  • Bank No.

    • The system will automatically fill in the code of the bank account to which the client should send installments

    • The field is not editable by the user and the system copies it from the financing contract template.

  • Bank Name

    • Completes the system automatically according to the entered bank number 

    • The field is not user-editable

  • Bank Account No.

    • Completes the system automatically according to the entered bank number 

    • The field is not user-editable

  • IBAN

    • Completes the system automatically according to the entered bank number 

    • The field is not user-editable

  • SWIFT Code

    • Completes the system automatically according to the entered bank number 

    • The field is not user-editable

  • Payment Terms Code

    • The payment terms code specifies the due date of the contract payments according to the posting date of the payment.

    • Add wizard to create the calculation as follows:

      • If a calculation/contract is created without a customer or a Payment Terms Code is not entered on the customer, the system will add the Payment Terms Code from the General Terms and Conditions (specified on the financing product) to the financing contract.

      • If a calculation/contract is created with a customer who has entered a Financing Payment Terms Code, OC will take this Code from the customer into the financing contract.

    • Editable when Status<Active

    • If Status=>Active, it is possible to change the payment terms by wizard

  • Sales Price Payment Terms Code

    • The sales price payment terms code specifies the due date of the sales line in the payment calendar.

    • The Sales Price Payment Terms Code is taken into the contract/calculation from the General Terms and Conditions, unless the Sales Price Payment Terms Code is filled in on the customer. The user can change the Sales Price Payment Terms Code on the customer, then the OC will ask if the user wants to change the Sales Price Payment Terms Code on all customer contracts/calculations. If the user confirms the message, OC will overwrite the Sales Price Payment Terms Code on all contracts/calculations and then recalculate the due dates of sales prices (lines) in payment calendars.

    • The User can also change the Sales Price Payment Terms Code on a specific contract/calculation.

    • Editable if Status<Active or via variant/change copy of contract.

  • Payment Method Code

    • The Payment Method Code determines the method of payment of contract installments by the Client. The default value is added by the system from the contract template

  • Fin. Charge Terms Code

    • The finance charge terms code specifies the conditions for penalties for receivables that arise from posting contract installments and invoices resulting from a financing contract.

    • Add wizard to create the calculation as follows:

      • If a calculation/contract is created without a customer or a Finance Charge Terms Code is not entered for the customer, the system will add the Finance Charge Terms Code from the General Terms and Conditions (specified on the financing product) to the financing contract.

      • If a calculation/contract is created with a customer who has entered a Finance Charge Terms Code, OC will take this Code from the customer into the financing contract.

    • Editable when Status<Active

    • If Status=>Active, it is possible to change the payment terms by wizard

  • Reminder Terms Code

    • Add wizard to create the calculation as follows:

      • If a calculation/contract is created without a customer or a Reminder Terms Code is not entered for the customer, the system will add the Reminder Terms Code from the General Terms and Conditions (they are specified on the financing product) to the financing contract.

      • If a calculation/contract is created with a customer who has entered a Reminder Terms Code, the OC will take this Code from the customer into the financing contract.

    • Editable when Status<Active

    • If Status=>Active, it is possible to change the payment terms by wizard

  • VAT Clause Code

    • The value of the field is transferred to the contract card from the Contract Template and is used for the Payment Calendar print report (ID Report 4026395).

    • It is mainly used for contracts that use the payment calendar as a tax document to provide information necessary for reporting VAT on the customer's side, or for another note.

    • A detailed description is given in the Fakturace prodej

    • Until activated, the field is editable.

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