Preparation of Object Handover

It is used to check out pre-insurance policies and report proper insurance contracts of the financed object.

After confirming the function, the system performs checks:

• Whether the status of the financing contract is Signed. If:

  • No

    • Displays the message "The contract status must be Signed, the process cannot continue." and the process stops

  • Yes

    • Proceeds to the next check

• Whether the financing contract is with Financing Type = Operative Leasing or Fleet Management. If

  • No

    • Displays the message "This guide is only for operating lease and fleet management contracts!" and the process stops

  • Yes

    • Displays the Object Preparation Wizard

Wizard Field:

• Financing Contract No.

  • Complements the system from the header of the financing contract

• Financing Type

  • Complements the system from the header of the financing contract

• Customer No.

  • Complements the system from the header of the financing contract

• Customer Name

  • Complements the system from the header of the financing contract

• Financed Object No.

  • Fills in the system with the item number from which the function was launched

• Object Name

  • Fills in the system with the item number from which the function was launched

• Expected Handover Date

  • The system will add the current date

  • The user can change the

• Pre-Insurance Termination Code

  • User selects code from table Insurance Terminationthat will be added to the Termination Code On pre-fuse

After confirming the choice Finish system:

• Checks the filling of the field Pre-Insurance Termination Code if there is a pre-insurance policy for the object. If:

  • No

    • Displays the message "The code to terminate the pre-insurance must be filled in!" and the process stops. After confirmation OK The user can enter the missing code and continue with confirmation Finish

  • Yes

    • Proceeds to the next check

• Checks the value of a field Registration Date Before OnLine Insurance in Financing Contract Setup. If the value of the field is:

  • Yes

    • Checks if a field is filled in Leasing Company's First Registration Date on the financed object and whether its value is <= as Valid From on the insurance contract reported online (the system will set the validity of the insurance contract according to the expected handover date entered in the wizard). If:

      • Is the field empty or higher, leave it Valid From

        • The system will display a message to the user "The date of the first registration for the leasing company is not filled in or is higher than the date "Valid from" on the insurance policy. Contract XXX. Cannot be activated." and the process stops

      • The field is filled in and the date is <= Valid From

        • Proceeds to the next check

  • No

    • Proceeds to the next check

• If there are insurance contracts on the contract that have the flag on the insurance framework contract Insurance Company Verification Required = Yes, checks if insurance contracts are verified. If:

  • No

    • Displays the message "Insurance contract XXX must be verified!" and the process stops.

  • Yes

    • Proceeds to the next check

• Checks whether Valid From on insurance contracts reported online (the system sets the date from the Expected Handover Date) is >= current date. If:

  • No

    • Displays a message to the user 'Insurance No.: XXX. Date From must be >=current date." and the process stops

  • Yes

    • Proceeds to the next check

• Whether there are pre-insurance policies on the contract that are reported online, that are unverified or unreported. If:

  • Yes

    • Displays a message to the user "There are undeclared or unverified pre-insurance contracts on the contract. Contract XXX cannot be activated." and the process stops

  • No

    • Continues the process of preparing for the handover

Results of the preparation of the handover of the course:

• There is pre-insurance, the system terminates the insurance contract:

  • Valid To = Expected Handover Date from Wizard - 1D

  • Status = Closed

  • Termination Code = Code entered in the wizard

• Pre-insurance reported online

  • Preparation for connection to integration (for customer modification)

• Regulates regular insurance contracts:

  • Valid From = Expected Handover Date from Wizard

  • Valid to = calculated by the system according to the financing period

  • Preparation for integration connection to report proper insurance policies reported online

• Financing Contract Header

  • Changes Expected Handover Date To Date From Wizard - Field Expected Handover Date

• Contract Services

  • Valid From = New Expected Handover Date

  • Valid to = calculated by the system according to the financing period.