Before creating Active Contract you need to create Calculation, for more information use link How to create new financial leasing.
Then the process of transferring status from Calculation to Active Contract is simple.
At first, you have to click on button Change Status, and then you will see all the states that the calculation goes through.
It's possible to change the status step by step by following states:
Send Offer
Send to Approval
Approve Contract
Sign Contract
Activate Contract
It's possible to shorten the process of creating an Active Contract by steps below:
Step n. 1
By clicking on Button Approve Contract, the contract number changes, and it's no longer a Calculation, but a Contract.
Step n. 2
After step above, you will find this Contract on dashboard in section Approved.
Step n. 3
In this step you Activate Contract by clicking on button Activate Contract.
Within this step you can also Sign the contract.
Holding on steps above you will create Active Contract, which is situated in section Active on dashboard.
Note:
On an active contract, you can post installments on a payments calendar. You can also cancel installments, but remember to update the calculation after each cancellation.
In case there are all payments invoiced in payment calendar and user clicks on button Calculation, payment calendar cannot be recalculated. Instead, there is displayed message: “There must exist at least one line where Rel<>0.”