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 the given legal form were defined on the Product Type, or if they were also valid, OC created them for the given contract.
If the user wants to set the detailed status:
and in User Settings it has Allow Change Detailed Status Without Approving Documents=N
and does not have an approved document, the OC displays a message, or does not allow you to change the detailed status of the contract:
If the user wants to set the detailed status:
and in User Settings it has Allow Change 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:
Approval of documents is performed 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:
If the 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.
Field:
Type
Existing Fields (1), (PK)
Fills in the OC automatically:
When creating a record when creating a calculation/contract, add "Contract"
Page Approval Contract Documents:
Hidden field
Number
Existing Fields (2), (PK)
Fills in the OC automatically:
When creating a record when creating a calculation/contract, it fills in the calculation (contract) number
Page Approval Contract Documents:
Hidden field
Document Code
Existujúce pole (5), (PK)
Lookup to Contract Document (4026508) manually selected by the user
Page Approval Contract Documents:
non-editable
Description
Existing fields (20)
Completes the OC automatically after selecting the Document Code
Page Approval Contract Documents:
non-editable
Legal Form Filter
New Field, Code 250
Page Approval Contract Documents:
Hidden field
Detail Status Filter
New Field, Code 250
Page Approval Contract Documents:
uneditable (if is Type=Contract)
Delivered
Existing fields (25)
Page Approval Contract Documents:
Editable
Shipment Date
Existing fields (15)
Page Approval Contract Documents:
Editable
Scope of delivery
Option (empty, Complete, Partial)
default prvá value (empty)
Page Approval Contract Documents:
Option (empty, Complete, Partial)
default prvá value (empty)
The user enters manually whether he wants to record whether the document is delivered completely or partially (e.g. with errors).
Approved
Existing fields (26)
Page Approval Contract Documents:
Pulled Out
Editable if Delivered=A and Allow Approve Documents=A on the logged-in user in Settings. Users
Must be filled in Shipment Date
Note
Existing fields (30)
Page Approval Contract Documents:
Editable, the user can enter a text note for the document
Approved ID
Existing fields (40)
Page Approval Contract Documents:
fills in the system automatically when set to Approved=A
deletes when set to Approved=N
Approval Date and Time
Existing fields (41)
Page Approval Contract Documents:
fills in the system automatically when set to Approved=A
deletes when set to Approved=N
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.