On the overview or contract card, there are options (buttons) that open overviews or trigger various functions.
Below is a brief description – a detailed description of some functions may be provided in other PDs.
Create
Create Contract from Calculation
The meaning has been explained in the special chapter Calculation Transition to Contract
The button is only visible if the detailed contract status says Calculation=Not otherwise.
Create Invoice
The user can use this button to create an individual invoice for the contract (e.g. for a fee)
Explained in detail in Fakturace prodej.
Create Fin. Charge Memo
It is used to create a penalty invoice for the contract
The process is described in detail in the Vymáhání pohledávek.
The button is visible only if there is Calculation=N on the detailed contract status.
Create Financial Settlement
The button is visible only if there is Calculation=N on the detailed contract status.
It is used to create a financial settlement of the contract, described in detail in the Finanční vypořádání.
Copy Calculation/Contract
The meaning has been explained in a special chapter.
Create Multi Calculations
The meaning has been explained in the special chapter Creating Multi Calculation
Elements
They open the relevant reports, always with a filter for the contract number.
Contract Services – this button is visible only for contracts with Financing with Services=A.
Alterations
They are used for changes to the contract – detailed description in the Změny smlouvy.
Costing
The meaning of the fields is explained in the chapter Payment Calendar.
Show Multi Calculation is described in chapter Creating Multi Calculation.
Related
They open the relevant reports, always with a filter for the contract number.
Some are group buttons, below them are other options:
History
Contract Transfer History
For a description, see Změny smlouvy, chapter Contract Transfer
Contract Change History
For a description, see Změny smlouvy
Operative Leasing
The button is only displayed for contracts with Financing with Services=A.
Under the Operative leasing button, there are the following options:
Master Agreement
Opens the list of framework agreements with a filter to the framework agreement number that is entered in the leasing agreement
Contractual Mileage
Opens the Contract Mileage History overview
Maintenance Permission
Opens the contract service permission list
Odometer Status History
Opens the Contract Odometer Status History overview. For a detailed description, see Katalog předmětů
Finance
Unposted Individual Invoices
Opens the list of unposted individual invoices of the contract, see Fakturace prodej
Unissued Finance Charge Memos
Opens the list of unissued finance charge memos for the contract, see Vymáhání pohledávek
Customer Balance History
Opens a list of customer entries
Contract Balance History
Opens the list of customer ledger entries with a filter on the contract number
G/L Entries
Opens general ledger entries with filter to Global Dimension 2= Contract No.
Compositions
For a description of printout generation, see the following chapters.