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Current date is 04.06.2024, Financed Object Return = 31.5.2024, insurance contracts:

Notification:

• In the statement definition, it is necessary to set the "Disposals" report to the Valid to field from the statement line, not from the Insurance contract

Insurance calendar for a regular insurance client:

Insurance Calendar for Insurance Company Regular Insurance :

• • • No

      • In the OC, the preparation for calling the service for reporting the insurance policy (reporting addition) continues with the process of transferring the change copy

• To unsubscribe from an insurance policy online, the system checks whether the insurance contract includes:

  • OnLine Reporting = Yes

  • Insurance Company Check-out Date = blank

  • Termination Code = non-empty, or Early Termination = Yes

• When there is an insurance policy that meets these conditions, it checks:

  • If the policy says Valid To < the current date. If:

    • Yes

      • Checks on Termination Code whether it has Allowed to terminate retroactively = Yes. If:

        • Yes

          o Preparation for calling the service to unsubscribe the insurance policy (attrition reporting). The proclamation takes place in the background.

        • No or Termination Code is not filled in

          o Displays the error message "Insurance XXX. Valid to must be>= current date!" and the change copy transfer stops

    • No

      • Preparation for calling the service to unsubscribe the insurance policy (report attrition). The proclamation takes place in the background.

• If there is no policy on the contract that meets the conditions for unsubscribing or reporting, it proceeds to the next check

• Checking the Strict Changes List Policy flag in OneCore Setup:

  • If n

    • On the last line in the Contract Change History, toggles:

      • flag Closed on Y

      • Customer Approval flag on Y

      • Cust.Approval Date=sysdate

      • add date Approved On=sysdate

  • If Y

    • Checks if the flag is Closed=Y (i.e. it was toggled by the user to approve the change before the transfer)

    •  If Y

      • Performs a change copy transfer

    • If n

      • Displays a message and does not transfer the change copy:

        

      • The user then opens the Contract Change History on the change copy, closes the line, and transfers the change copy.

• Change Copy Transfer

  • Before transferring, the system adds the following changes to the line:

    • Financing Period-New from the Financing Period (in Month) field from the change copy

  • In the ReplacebyChangeCopy function, the check is again:

    • Service-Updated (150)=Y and

    • Insurance-Updated (151)=Y and

    • Payments-Updated (152)=Y and

    • Calculation Lines-Updated=Y and Complete Calculation=Y– all must be Y, otherwise they will display the message:

      • Changes requiring recalculation have been made to the change copy. Please run recalculation before transferring the change copy.

  • The system copies all the data of the change copy to the original, then deletes the change copy

  • If it is a Leasing with delivery of goods=Y, the contract has been transferred and a corrective VAT document for the original and a new document for the new customer have been created, then the system will post these documents when transferring the change copy. See also Převod smlouvy s dodáním zboží na jiného zákazníka and Převod smlouvy

  • On the original contract, he sets:

    • Change Copy Exists=N

    • Change Copy=N

    • Last Change Code from Last Line of Contract Change History

    • Adds the date and time of the last modification.

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