Detailed Contract Statuses

The Detailed Contract Status code list records the types of detailed statuses and the setting of the system's behavior options for individual statuses

It may be necessary to set up other code lists (Detail Course Statuses, etc.) to complete it.

Contract detail statuses

Availability of the code list via magnifying glass, Manual Setup or Configuration Book, name Detail Contract Statuses. After confirming the selection, the Contract Detail Statuses list will open:

Field:

• Code

  • It represents a unique code that the user enters manually. The code can be alphanumeric with a maximum length of 10 characters. We recommend creating it in such a way that it is easy to remember and helps the user identify what the detailed status is from the code

• Description

  • The user manually enters a text description of the detailed contract status

• Contract Status

  • With this option, the user assigns a specific contract system status to a given detailed contract status. Multiple choices:

    • Costing

    • Menu

    • Waiting for approval

    • Approved

    • Signed

    • Effective

    • Suspended

    • Ending

    • Settled

    • Archived

    • Pattern

    • Change Copy

• Fill Termination Date

  • Specifies whether the system should fill in the end date on the contract card (Termination tab) when setting the detailed status

• Fill Fin. Settlement Date

  • Specifies whether the system should fill in the financial settlement date on the contract card (Termination tab) when setting the detailed status

• Fill Real Termination Date

  • Specifies whether the system should fill in the actual termination date on the contract card (Termination tab) when setting the given detailed status

• Charge

  • Specifies whether the contract should be penalized in the given detailed state

  • According to this setting, the mass task for finance charge proposal calculates finance charge charges only for contracts that have a detailed status for which a penalty is set (checked field)

  • If the penalty for a contract is triggered manually from the contract, the system will not take this setting into account – e.g. if the user wants to generate a penalty on a prematurely terminated contract for financial settlement

• Reminder

  • Specifies whether the contract should be reminded in the given detailed status

• Change without Protocol

  • Specifies whether it is possible to make changes to the contract in this detailed state without creating a change list

  • If Y, the user must make all changes to the contract manually without wizards. From the contract, it is possible to run only the wizard for activation, not others

• Allow Down Payment Posting

  • Specifies whether it is possible to post the increased payment in advance on the contract in the given detailed status

• Allow Posting From Payment Cal.

  • Specifies whether it is possible to post from the contract payment calendar in the given detailed status

• Allow partial posting. Allow Partial Credit Posting

  • Specifies whether it is possible to post a partial credit from the contract payment calendar in the given detailed status

• Allow Creating Individual Invoice (Allow Creating Individual. Invoice)

  • Specifies whether it is possible to create an individual invoice from the contract in the given detailed status

• Allow Contract Transfer

  • Specifies whether the contract can be transferred to a successor in the given detailed state. If this parameter is not enabled for the given detailed status, the system will not transfer the contract to the successor using the Transfer Wizard

• Allow Multi Calculation

  • Specifies whether it is possible to create a multi-calculation from the calculation in the given detailed state (for operative leasing with services)

• Detail Object Status Code

  • When changing the detailed status of a contract, the system sets the following detailed status of the object (single-object contracts) on the object

  • When changing the detailed status of the contract, the system will set this detailed status of the object on all items of the contract that are not terminated prematurely, after financial settlement or archiving. This means that it can be used for multiple subject contracts, where it is possible to terminate individual courses independently of the detailed status of the contract

• Early Contract Termination Code

  • Selection from the Early Termination Reason Code code list, which is transferred to the table Definition of Sequences of Detailed Contract Statuses, or if the detailed contract status is changed by the wizard also to the financing contract (Termination tab, Early Termination Reason field)

• Early Termination Reason Description

  • A textual description of the early termination of the contract that is related to the given detailed status

• Calculation

  • Indicates the detail statuses to be calculated (A). If N, the entity with the given detailed status is considered a contract

  • The behavior of the system may be different for the calculation or the contract (e.g. some buttons in the contract)

• Maintenance Permission

  • Specifies whether it is possible to create a service allowance on the contract in the given detailed status

  • On the detailed status "Change copy" it is necessary to enable maintenance permission. Table maintenance permission is not included in the change copy and is created to the original contract and object number. If there is no check mark, the user will be hampered by the error message ""Maintenance Permission cannot be established for Detailed Contract Status Code COPY."

• Limit Draw

  • Det. contract status, which will be counted towards the limit draw when updating the free frame amount. If it is not marked, then the contract will not be counted towards the draw of the limit

  • The box should be marked on all det. statuses that we wish to count towards the drawing of the framework (e.g. SEY recommendation from the active contract onwards)

• Reservation Limit Draw

  • Det. contract status, which will only be counted towards the frame reservation when updating the free frame height. If it is not checked, then the contract will not count towards the reservation frame

  • The box should be marked on all det. statuses that we wish to count/reserve on the framework (SEY recommendation: offer after approval, contract before and after signing. These are detailed statuses when the contract has already been approved but has not yet been activated)

• Allow Accruals / Calculation Input Posting

  • If the Detailed contract status used on the contract is set to Yes in this flag, the system will allow posting in the job / function for posting contract accrual lines (API Contract Accrual Line)

  • If the value is set to No, the contract accruals and any accruals of calculation inputs are not charged

• Check Unclosed Guarantee

  • Flag that determines whether the OC will check whether there is an unterminated guarantee on the contract in question when changing the detailed status, i.e.:

    • Status = Completed

    • Guarantee to = non-empty

• Create Partial Payment Credit

  • If YES, the system checks whether it is allowed to create a partial credit note (PC line) in the payment calendar (wizard to change the detailed status when terminating the contract),

• Delete Partial Payment Credit

  • If YES, the system checks whether it is allowed to delete an unposted partial credit (PC line) created from the payment calendar

• Allow Object Ordering

  • If A, the system will allow the issuance of a purchase order for the financed object in the given detailed contract status

• Generate VAT Credit Memo - Delivery of Goods on Status Change

  • will be set for those target detailed contract statuses for which in the case of a contract with Leasing with delivery of goods=Y when moving to this status to create a calculation input to the balance of the tax liability per client (then a credit note from it).

  • Can be set only for detailed statuses where Contract Status = Closed.

• Active

  • Specifies whether the detailed state is active and can be used in the system

• Insurance Reporting Online

  • When changing to this detailed status, the system will check whether there are insurance policies on the financed object that need to be verified or reported.

  • If the value of the field will be Yes The system automatically calls the web service to verify/report insurance policies for which it is necessary to verify or report OnLine.

    • If the call does not go through, the detailed status changes anyway and the error is recorded in the integration log, there is no verification/reporting on the fuse

  • Detailed description of the check Změna stavu smlouvy bez průvodce (před Aktivací) - Online pojištění

• Insurance Product Base Type Filter

  • The user specifies the type of insurance product for insurance contracts that are to be reported online after changing the detailed contract status to the given status (the Insurance reporting field must be checked). Online)

  • Default value = Blank

  • After clicking in the field, the system will display a page for selecting the type of insurance product. You can select more than one value in a field:

    • Empty = the system reports insurance contracts regardless of the type of product

    • Property = the system reports contracts with product type = Property and accessories to the given insurance contract

    • Third-party liability = the system reports contracts with product type = Third-party liability and additions to the given insurance contract

    • Other = the system will report insurance contracts with product type = Other + add-ons (in case they existed)

• Check fuses Online

  • If the value of the field is Yes When changing to this detailed status, the system checks whether the insurance policies that are reported online are reported, i.e. whether they have been filled in Insurance Company Check-in Date

  • The check is intended for detailed statuses before Financing Contract Activation. It is checked automatically when activated.

  • Detailed description of the check Změna stavu smlouvy bez průvodce (před Aktivací) - Online pojištění

From the Detailed Contract Status code list, it is possible to go via the "Enabled statuses" button on the Action Pane to the "Detailed Contract Status Sequence Definition" code list, filtered to the status on which the user is currently standing in the Detailed Contract Status table.

If the user wants to delete a detailed status, the system checks whether there is a leasing contract with the given detailed status. If it exists, it prints an error message and does not allow you to delete:

Open

Detailed Contract Status Sequence Definitions

The Detailed Contract Status Sequence Definition code list allows you to set up possible transitions of contract statuses, including the possibility of changing them.

Field:

• Original Det. Status Code

  • The user selects a code from the "Detailed Contract Statuses" code list, for which he/she sets a possible transition (i.e. to which detailed status the transition will be possible)

  • When opening the code list from the Detailed Contract Statuses table, the system pre-fills the status from the line where the user stood when opening the code list

• Original Det. Status Desc.

  • The system will automatically fill in the text description of the original detailed state according to the selected code in the previous step

• New Det. Status Code

  • The user selects a code from the "Detailed Contract Status" code list, which determines to which detailed status it will be possible to switch from the original detailed status

• New Det. Status Desc. Description

  • A text description of the new detailed status. Fills in the system automatically according to the selected code of the new detailed status

• Allow Manual Status Change

  • No / Yes

  • Specifies whether it is possible to change the contract status manually, just by simply toggling the status on the contract card (General tab, Detailed Contract Status Code field). If a manual status change is not allowed, the change can only be made using the Contract Change Wizard

• Financed Object Return

  • No / Yes

  • The field is used when changing the detailed contract status due to the return of the vehicle, which is done using the Contract Status Change Wizard. If the user selects the value Returning Financed Object=A in the wizard, he can further select only the new detailed status that is not available at the transition det. of states has the following flag A

• Financing with Services

  • All/Yes/No

  • When changing the detailed status of a contract, the system will check for the Financing with Services (N/Y) contract flag:

    • If All – The system allows you to select this new status regardless of the contract flag

    • If Yes – the system will allow this new status to be selected only if the contract flag is Financing with Services=Y

    • If No – the system will allow the new status to be selected only if the contract flag is Financing with Services=N