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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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