To create a calculation and/or a financing contract, use the Create Calculation/Contract Wizard (for contracts without services) or the Create Calculation with Services Wizard (contracts with services).
If documents are defined for a given type of financing product in the Documents to be approved table, the OC will copy those documents for the calculation/contract that have:
In the Legal Form Filter the same value as the customer's legal form
They have Valid From=< Workdate <=Valid To
On the Financing Contract form, in the Related section, there is a Contract Documents button.
After pressing the button, the Contract Documents form for approval opens. If documents for a given legal form were defined in the Product Type, or if they were also valid, the system created them for the given contract.
Field:
Type
Fills in the OC automatically:
When creating a record on the calculation/contract, add "Contract"
Hidden field
Number
Fills in the OC automatically:
When creating a record on the calculation/contract, he/she fills in the calculation (contract) number
Hidden field
Document Code
Field Description in Produktový management
Non-editable
Description
Field Description in Produktový management
Non-editable
Legal Form Filter
Field Description in Produktový management
Hidden field
Detail Status Filter
Field Description in Produktový management
Non-editable
Delivered
The user changes the value if the backerant has delivered the document
Editable
Shipment Date
The user enters the delivery date of the document
Editable
Scope of delivery
The field has the values Empty, Complete, Partial
Enter manually if the user wants to record whether the document is delivered in full or in part (e.g. with errors).
Approved
Editable if Delivered=A, Delivery Date is filled in and the user has the right to approve documents (in User Settings the value of the field Enable Approval of Documents=A)
Note
Editable, the user can enter a text note for the document
Approved ID
Fills in the system automatically when set to Approved = A
Deletes the system automatically when set to Approved = N
Non-editable
Approval Date and Time
Fills in the system automatically when set to Approved = A
Deletes the system automatically when set to Approved = N
Non-editable
If the user wants to set the detailed status:
and in User Settings it has Allow changing detailed status without approving documents = N
and does not have an approved document, the OC displays a message, or does not allow to change the detailed status of the contract: "Changing the detailed status cannot be performed. The contract has an unapproved document."
If the user wants to set the detailed status:
and in User Settings it has Allow changing detailed status without approving documents = And
and does not have an approved document, the OC displays a message asking if the user wants to continue: "The contract has an unapproved document. Do you want to continue?"
Approval of documents is done by the user by entering the data for the document one by one:
If the user has the Enable document approval = N flag in User Settings, when entering the Approved value, the OC will display a message that the user does not have the right to change the Approved field: "User ...... does not have the right to change the Approved field!"
If a user has the Enable document approval = A flag in User Settings, they can fill in the data one by one. When set to Approved=Yes, the OC automatically fills in the Approved ID and the Approval Date and Time.
Copying a calculation, creating a contract from a calculation
The contract documents are transferred in their entirety to the new entity as part of copying or creating a contract from the calculation.
Create a change copy, variation and transfer it
As part of these functionalities, the contract documents will be transferred in their entirety to the new entity.