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Cumulative update 2024/03

Released: pá 1. 3.

App version: 22.1.2400301.1200

New features

Functional area

Description

ID

Contract

Extension of the functionality for the releasing of the financial settlement in case the Decisive Field for Invoicing is 0.00.

After confirming the "Release" function, the system displays a message for selecting the action that should occur:

  • Interrupt release

    • For canceling the releasing of the financial settlement

  • Release without Invoicing

    • For changing the financial settlement status to Released without creation an invoice or credit memo

  • Release and Create Invoice

    • For changing the financial settlement status to Released with creation an invoice

  • Release and Create Credit Memo

    • For changing the financial settlement status to Released with creation an credit memo.

17253

 

Bug fixing

Functional area

Description

ID

Finance

Addition of CZ and SK translations in the batch Set Customer Applying Params.

17399

Finance

Modification of the filling of the customer posting group when the bulk payment is split, if the Advances module is enabled.

16852

Finance

When splitting a payment in the Payment Journal using the Split payment by settlement function, the copying of bank data (IBAN, SWIFT, bank code, bank account number) will be added to the split lines.

16557

Insurance

During the technical evaluation, the system copies the insurance contract. The extension is to copy the insurance rate change table as well.

17236

Rental

Addition of the English caption on the RentCar Posting Setup Card for the description of General and Rent a Car.

17191

Contract

Modification of the length of the Order Code field in the Purchase Line table from 20 to 40 characters.

17196

Contract

An option value “Cust. Order No.+LS Order No.+Part Payment No” for field Variable Symbol Type in table API Financing Model is obsolete. Usage of this option was prohibited (blocked with Error) and is marked as obsolete to be removed from future version of OneCore.

11171

Contract

Adjustment of the "Odometer Status History" after batches. Replaces writing to "Odometer Status History" after files.

10662

Finance

Addition of the parameter in the error message when posting of the payment in the Payment Journal.

16449

Cumulative update 2024/02

Released: po 5. 2.

App version: 22.1.240205.1200

New features

Functional area

Description

ID

General

As part of this adjustment, API endpoints were expanded to include the Opportunity management functionality. These endpoints are primarily intended for OneCore Reporting in Power BI.

12999

Insurance

New field on the Insurance Contract:

  • Do not Update Insurance Value

    • The field is hidden by default and its default value = No. The user can add it to the page via Personalization.

    • The user can change the value to Yes (tick) if he does not want the insurance value to be updated from the calculation input.

It can be used in cases when one insurance contract is with a different insurance value than other insurance contracts (e.g. an insurance contract for a GAP product has an insurance value equal to the purchase price after discount, but for accident insurance the insurance value is the purchase price before discount)

Contract Activation:

If the Handover Date is different from the Expected Handover Date, the system on insurance contracts, where the Do not update insurance value flag = Yes, does not update the insurance value from the calculation input.

Technical Evaluation:

The system checks the value of the Do not update insured value field on an insurance contract with Product Base Type = Property. If its value is Yes displays a message to the user and the process of the technical evaluation is complete without creating new insurance contract. The user has to closed the original insurance contract and create the new one manually.

16700

 

Bug fixing

Functional area

Description

ID

Finance

· It was added new field Tolerance for Doc. Creation from payment calendar (LCY) to the table OneCore Setup

· The system looks at the tolerance during the manual accounting from the payment calendar and compares the filed Amount of the payment calendar with the Tolerance. If it falls within the tolerance, then a message is displayed. User chooses manually what the system should create (credit memo/invoice).

· Creation of the debit note from the Post Billing Credit Memos function was added.

15538

Insurance

When creating a variant of the financing contract, the system also transfers the table "Insurance Contract Rate Change" to the variant.

The table is necessary for correct calculation after the rate change.

15822

Finance

Installment sale - when posting internal document for the balance - system when combining Customer currency = EUR, and contract currency = local will keep the currency code EUR - inconsistent transaction.

16263

Finance

The Do not post credit note from installment plan parameter from Service contract settings is used in the installment cancellation regardless of whether the contract is OL with services or anything else (FL, SP, UV), which is an overlap that is not desirable.

16288

Insurance

Insurance policies that started after the contract was terminated cannot be included in the credited amount.

16377

Luxury tax

· Purchase price limit control was moved to the amount of the Purchase price calculation input.

· System updates the field “Input price” on the Contract card when will be added/deleted the calculation input for the unapplied part of VAT.

· Transfer of the filed “Unapplied VAT Calculation Input Type Code” to the API Financing Product List.

16424

Guarantee

· Customer guarantee - possibilities to create guarantee without permissions in User Setup

· Contract guarantee - guarantee creation depends on detail contract status (Change without Protocol flag) and permissions in User Setup (Allow Guarantee Editing Without Change Copy)

16448

Notifications

Notification attachment layout improvements.

16483

Finance

Correction of the calculation of the number of days and the application of the non-penalty period for closed customer ledger entries.

16498

Contract

Function correction - when recalculating the contract via the Contract Recalculation Wizard (Object ID 4026638), the system did not request the calculation of accruals if the contract settings do not require it. (Down payment = 0).

16497

General

Correction of Slovak captions of fields:

  • Calculation Method (50) in the table Ins. Calculation Method (4027056) - Option Sum - correct Slovak caption Suma

  • Contract Settlement Type (5) in the table Financial Settlement table (4046805) - Option Complete - correct Slovak caption Kompletné

16656

Insurance

Extension of the check for the existence of insurance contracts.

New field on Financing Product/Template Insurance:

  • Ins. Prod. Base Type for Check

The possibility of setting the control at the level of the type of insurance product.

If the check is set for the insurance product base type, the system checks during the creation of the insurance contract or activation of the existence of an insurance contract with the selected insurance product base type (regardless of whether it is insurance in payments or an individual insurance contract).

16710

Contract

Extension of the error message when checking whether the continuous contract was recalculated after the change.

16750

Contract changes

Modification of Contract Recalculation Wizard (4026638). In case of mileage or contract duration change, the wizard takes into account contract services with Valid To ≥ Change Date-1D (in case of Contract Extension=N) or Valid To After Extension ≥ Change Date (in case of Contract Extension=Y) without filtering on Service Status. Now, after the modification, the wizard will take into account contract services with the same date conditions and Service Status=Active.

15847

Cumulative update 2024/01

Released: pá 12. 1.

App version: 22.0.240112.1200

New features

Functional area

Description

ID

Contract

Releasing (CZ/SK)

5906

Contract

Luxury Tax (CZ)

5917

General

Performance optimalization (new indexes)

5977

Contract

Protected variables added to wizards create a calculation

5980

CRM

Opportunity Management (Major release 2023 wave 2)

N/A

General

OneCore SaaS license check added (mandatory registration)

5630

 

Bug fixing

Functional area

Description

ID

Finance

Copy sales document bug (extended text)

5526

Finance

Payments ahead bugs

5744

5744

5754

5773

5778

5779

5786

5809

5815

5864

5972

Finance

Accruals posting and variants bugs

5745

5757

Contract

Part Payment Period value "Non-Periodical" removed

5843

Insurance

Insurance Contract Client Currency code editability

5868

Insurance

Insurance Contract recalculation after valid to changed

5903

Finance

The invoice variable symbol is missing (Finance Settlement)

5911

Insurance

Insurance Contract vehicle age update

5915

Insurance

Allow Ind. Ins. Contract Change without Change Copy in user setup doesn’t work

5924

Contract

Financing Contract card fact box caption corrections

5929

Insurance

Mass Transfer Change Copies doesn’t work

5930

Contract

Bad Annuity Excl. VAT rounding

5933

Insurance

Add Insurance Wizard – caption corrections

5942

Insurance

Technical evaluation - checking for restrictions on the variant of the insurance product

5947

Insurance

MCC changes Insurance adds or removes new insurance

5949

Contract

Change Customer No. on financing contract optimization

5969

Contract

Import tyres error

5975

Insurance

MCC Insurance – recalculation error

5979

Finance

Cancellation of instalment sale - the reverse of a fictitious payment erroneously includes the possible cancellation of the settlement of this payment

5981

Contract

Road tax calculation for N1 and EV

5987

 

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