Product Management
- Lango: Language and translation manager
- Tomas Nagy
The purpose of this document is to document the user procedure of working with the setup of financial products in the OneCore system (hereinafter referred to as OC).
Product settings can be divided into two groups.
The first one is the so-called technical part of the product settings, which is the setting of the following code lists:
Calculation Input Types
Calculation Base
Financing Models
Contract templates
General Terms and Conditions
Other (e.g. code lists from the Directory, Catalogue, Price Lists, Insurance, etc.)
These dials must be set BEFORE Starting to set up products – their scope depends on the products provided by the leasing company. For example, if a leasing company does not provide contracts with services (operating lease), the price lists of these services may not be set up to start setting up products.
The second group is the so-called business part of product settings, which is the setting of the following code lists:
Financing Product Type
Financing Product
Financing Template
This setting evolves and changes over time. It responds to the needs of the leasing company, the market and the customer.
Navigation:
History:
Date | Revised section | Responsible Person |
5.2.2021 | Create a document | Tomáš Nagy |
25.2.2021 | Update to BC17 | Tomáš Nagy |
8.4.2021 | Deletion of buyback guarantee | Tomáš Nagy |
20.4.2021 | Adjust the Interest Margin on a template | Tomáš Nagy |
23.4.2021 | Detached Type of Service Rate Calculation from Product/Template | Tomáš Nagy |
19.5.2021 | Reinvoice Field on Financing Product Service | Marie Burgetová |
11.6.2021 | Edit Reinvoice | Tomáš Nagy |
26.6.2021 | Modify the Fin. Product Type | Tomáš Nagy |
6.9.2021 | Modification of the financing model (aliquot only at the beginning) | Tomáš Nagy |
20.10.2021 | Addition of Recalculation Settlement Type | Tomáš Nagy |
22.10.2021 | Addition of modifications for simple service and insurance | Tomáš Nagy |
27.12.2021 | Addition to the General Terms and Conditions | Tomáš Nagy |
7.3.2022 | Addition of fields Object Owner and Operator chap. Financing Product Type | Silvia Kalmová |
21.3.2022 | Addition of Product description and Financing template | Silvia Kalmová |
21.3.2022 | Product editing, template activation and template editability | Tomáš Nagy |
26.5.2022 | General revision, addition of ENG names | Tomáš Nagy |
13.9.2022 | Addition of description to Indiv. Financing Template Insurance | Ľudmila Pružinská |
27.10.2022 | Addition of a description to fill in fields from a framework agreement on a financing template card | Silvia Kalmová |
12.12.2022 | Modification of the Default flag on template fuses | Tomáš Nagy |
19.1.2023 | General revision of the document, addition of ENG field names | Silvia Kalmová |
20.04.2023 | Adding the VAT Clause Code field to a template | Karel Kolman |
04.05.2023 | Addition of the Calculate APR and Calculate IRR options | Karel Kolman |
15.5.2023 | Editing the editability of a field on a product and financing template | Tomáš Nagy |
12.10.2023 | Adding a field to the financing model | Miroslava Šašiková |
21.12.2023 | Addition of Financing Product/Template – functionality Luxury Tax CZ localization | Monika Dluhošová |
22.1.2024 | Addition of the Financing Product/Template with the Leaseback modification | Silvia Kalmová |
2.2.2024 | Extension of the control of the existence of insurance contracts – insurance of the financing product | Ľudmila Pružinská |
3.4.2024 | Update the Fulfillment of the Product No. field in Financing Product/Template Insurance | Ľudmila Pružinská |
29.4.2024 | Modification of the Financing Model Card (rounding) | Tomáš Nagy |