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Business Setup

Business Setup

The purpose of this document is to document a description of the general settings and the fulfillment of the general code list. The description of the settings does not have to be complete, the document contains only selected code lists. Other code lists can also be described in PD for individual areas (e.g. Item Catalogue, Product, Price Lists, etc.).

Navigation:

History:

Date

Revised section

Responsible person

4.2.2021

Create a document

Tomáš Nagy

24.2.2021

Update to BC17

Tomáš Nagy

4.3.2021

Contract Documents

Tomáš Nagy

25.3.2021

Configuration Workbook

Tomáš Nagy

1.4.2021

Updating User Settings

Tomáš Nagy

20.4.2021

Deletion of REFI parameters

Tomáš Nagy

23.4.2021

Editing the Configuration Workbook

Tomáš Nagy

6.5.2021, 17.5.2021

Modifying the Printout Definition

Tomáš Nagy

28.5.2021

Editing Det. States and Transients

Tomáš Nagy

31.05.2021

MOT deadlines, odometer status

Marie Burgetová

2.6.2021

Contract Change Queue Sheet

Tomáš Nagy

2.6.2021

General Posting Group Relation and HF type

Iveta Jančová

28.6.2021

Modification of financing product type, reasons for changes

Tomáš Nagy

16.7.2021

Doplnenie popisov tab. Nastavenie smlúv so služieb

Miroslava Šašiková

28.9.2021

Addition of OneCore Setup and API Printout Definiton modifications

Tomáš Nagy

30.9.2021

Addition of Eraly Termination Reason

Tomáš Nagy

18.10.2021

Adjust Contract with Service Settings

Tomáš Nagy

22.10.2021

Simple Service & Insurance Rates

Tomáš Nagy

10.11.2021

Addition of Status and Insurance Product Relation and Detailed Status and Services Relation

Marie Burgetová

11.01.2022

Check when deleting detailed contract status

Marie Burgetová

8.2.2022

Doplnenie nastavenie pre FIV

Miroslava Šašiková

21.3.2022

Addition of User Setup

Tomáš Nagy

28.3.2022

Addition of Guarantee Type

Tomáš Nagy

7.4.2022

Modification of Def. Messenger det.st. (p. Type of change)

Tomáš Nagy

8.4.2022

OneCore Setup Modification (Orders)

Tomáš Nagy

13.04.2022

Contract with Service Setup-Trip Cancellation for Bonus Invoicing

Marie Burgetová

31.05.2022

Detailed status of the "change copy" and service permission

Marie Burgetová

18.08.2022

Insurance Commissions

Marie Burgetová

25.08.2022

Doplnenie popisu Nastavenie OC

Miroslava Šašiková

14.10.2022

REFI Code Addition

Tomáš Nagy

19.12.2022

Additional Description Decisive day for posting payments

M. Šašiková

11.01.2023

CR103 – Insurance Product and Status Relation – new field

Marie Burgetová

04.04.2023

Addition of Fields for Approval Setup

Ľudmila Pružinská

14.4.2023

Addition of description fields Setup with service

M. Šašiková

17.4.2023

General revision of the document

Silvia Kalmová

25.4.2023

Modifying the Configuration Worksheet

Tomáš Nagy

28.8.2023

Modify Allowed Drilldown State Transitions

Tomáš Nagy

28.09.2023

Úprava tabuľ Set OneCore – pridanie polí pre riadenie opportunít v OC

Robert Takáč

06.10.2023

Addition of settings for proper termination of contracts

Ľudmila Pružinská

20.11.2023

Addition of the user's right in insurance – change in the insurance contract rate

Marie Burgetová

20.12.2023

Addition of OneCore Settings – functionality Luxury Tax CZ localization

Monika Dluhošová

1.2.2024

Addition of OneCore Settings – Tolerance for Invoicing from SPK

Monika Dluhošová

Abbreviations used:

Abbreviation

Description

SEY

Seyfor, a.s.

BC

Microsoft Dynamics 365 Business Central

FIV (FS)

Financial settlement

PD

Product Documentation