The functions of the change copy are described in the following chapters.
Original contract and change copy
When creating a change copy, the system checks whether the insurance contracts of the given financing contract are not in the prepared statements to the insurance company. Insurance contracts proposed in the statement for the insurance company prevent the user from creating a change copy or making a change to the financing contract. If the system detects that the contract is in the report, it prints a message and does not create a change copy.
Described in Statements for Insurance Company in the chapter Blocking Contracts by Statement.
If the wizard was launched from the contract card, the OC will leave the just created change copy open after creating the change copy.
If the wizard was run from the contract list, the OC will not open the change copy after creating a change copy.
At the same time:
The original contract is blocked from changes (depending on the detailed status settings) and receives:
The detailed status of the contract is set according to OneCore Settings, field Detailed status during change copy.
the Change Copy Exists flag will be set to Y (it is not user-editable)
In the Change Copy User ID field, the system displays the ID of the user who created the change copy.
The change copy of the contract will be an image of the original (it has the original detailed status), then:
The contract number will be supplemented with a postfix according to OneCore Settings, change copy postfix field
Last Change Code=code of the change type that the user selected in step 1/3 of the wizard for creating a change copy
flag Change copy=A
Contract Change Copy field No. = Original No.
Change Copy User ID field. Any changes can only be made to this copy of the contract.
After the wizard is completed, either another wizard is started to perform the change (if a change has been selected, where the wizard object number is listed, except for contract activation) or the user can manually make the requested change without the wizard.
The user has the option to switch from the change copy to the original contract, namely:
Changes –> Show original:
Transfer change copy
This option allows the user who created the change copy (change copy owner) to transfer the change copy of the contract to the original. By doing this, the changes made will be transferred to the original and the change data will be stored in the contract history. The change copy is canceled after transfer.
Once confirmed, the system will perform the following steps:
Checks whether the user is running functions from a change copy (i.e. the flag of the contract is Change Copy=Y):
If Y, it continues
If N, it displays an error message and does not continue:
Checks if the logged-in user is the owner of the change copy:
If so, it continues.
If not, it displays an error message:
Checks if there are active variants for the contract:
If not, it moves on
If so, it displays information about the existence of an active variant and asks if the user wants to continue:
Once confirmed, set Variant Status=Inactive on all active variants and continue.
Asks if the user really wants to overwrite the original:
After confirmation, it checks the flag to see if the contract has been recalculated.
Checking that the contract payment calendar is up-to-date (if the contract has been recalculated after the change - ActivateChangeCopy function):
Service-Updated (150)=Y and
Insurance-Updated (151)=Y and
Payments-Updated (152)=Y– all three must be Y, otherwise it will display the message:
and does not transfer the change copy.
If all symptoms are Y, proceed to the next step.
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
Approval Date=sysdate
add Approved On=sysdate
If Y
Checks if the flag is Closed=Y (i.e. it was toggled by the user as part of the change approval 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 change copy data into the original, then deletes the change copy
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 change.
Remove change copy
This option allows the user who created the change copy (the owner of the change copy) to delete the change copy without any changes being reflected in the original. The original is reverted to its original state.
When deleting a change copy by clicking the button, the last opened line in the Contract Change History with the given change type is deleted.
If a user closes the change history manually and then deletes the change copy/variant instead of transferring it, then we no longer have the last open row. In this case, we delete the last corresponding closed row, namely the one that was created on the same day as the change copy/variant was created.
Renew change copy
This option allows the user who created the change copy (the owner of the change copy) to restore the change copy data from the original, i.e. the change copy is refilled with the source data.
Renewing a change copy does not delete the change copy row from the Contract Change History.
Change copy owner
Only the user who created it (the owner of the change copy) can work with a change copy of a contract. A user who has the right to change the owner of the change copy (User Setup: Allow Change Copy Owner=Y) can change the owner of the change copy from the original owner to himself or to another person. It is recommended to use this option, for example, in case of incapacity for work of the owner of the change copy.