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Proper Termination Contract Printout Setup

Proper Termination Contract Printout Setup

Owned by Lango: Language and translation manager
Last updated: Sept 03, 2024Version comment
4 min read

The code list is used to define the printouts that are printed in the process of proper completion, according to several parameters of the contract and the printing phase.

To complete it, you need to set another code list, namely Printout Definition.

Availability of the code list via magnifying glass, Manual Setup or Configuration Workbook, name Proper Termination Contract Printout Setup. After confirming the selection, the Proper Termination Contract Printout Setup overview opens.

Field:

  • Code

    • The code list manager selects the printout code from the Printout Definition code list

  • Name

    • The system automatically fills in the name of the selected printout according to the code entered in the previous field

  • Financing Type Filter

    • The code list administrator enters a filter for the financing types for which he defines the printout by clicking in the field and checking the required financing types from the options:

      • Financial leasing

      • Operative Leasing

      • Credit / Loan

      • Instalment Sale

      • Fleet Management

    • After checking multiple options, the system will automatically add a "|" character between each value

    • If the field is left blank, then the printout is defined for all financing types

  • Print Phase

    • Specifies the stage at which the print document will be printed

    • The administrator selects from the following options:

      • Empty

        • No phase is specified, it will be printed in all stages

      • Sheet 1

        • The document will be printed from the print queue of duly terminated contracts – Sheet 1, i.e. after the change of contract status to "Terminated"

      • Sheet 2

        • The document will be printed from the print queue of duly terminated contracts – Sheet 2, i.e. after the sales price has been posted on the contract

      • Sheet 3

        • The document will be printed from the print queue of the regular termination contracts – Sheet 3, i.e. after checking the contract before archiving (the contract is settled, the contract balance is 0.00)

  • Print Area

    • Specifies whether the printout is a sales price invoice. If this is normal printout, the field is left blank

    • If the output is an invoice, the administrator selects the "Sales Price Invoice" value. When printing, the system looks for an invoice in the customer's ledger entries that has the same reason code as the reason code in the table Financing Reason Code Setup for an accounting operation Selling price/residual value and the type of financing involved.

  • File Name Mask

    • The code list administrator specifies the mask of the file name under which the document is generated when printing from the proper termination queue. Variables can be used in the mask:

      • %1 – Contract No.

      • %2 – Customer No.

      • %3 – Customer Name

  • Legal Subjectivity Filter

    • The code list administrator specifies the legal subjectivity filter for which he defines the printout by clicking the AssistEdit button and selecting individual codes from the dial list Legal Subjectivity Codes

    • After selecting multiple codes, the system automatically adds a "|" character between each code

    • If the field is left blank, the printout is defined for all types of legal subjectivity

  • Object Category Filter

    • The code list administrator specifies a filter for the subject category for which he defines the printout by clicking in the field and checking the options:

      • Vehicle technology

      • Machine – Equipment

      • Real estate

    • After selecting multiple options, the system will automatically add a "|" character between each value

    • If the field is left blank, the printout is defined for all object categories

  • Commodity Filter

    • The code list manager specifies the commodity filter for which he defines the printout by clicking the AssistEdit button and selecting individual codes from the dial list Catalogue Card Commodities

    • After selecting multiple codes, the system automatically adds a "|" character between each code

    • If the field is left blank, the printout is defined for all commodities

  • Insurance Type Filter

    • The code list administrator specifies the insurance type filter for which he defines the printout by clicking in the field and checking the options:

      • Cashing

      • Mail

      • Individual

    • After selecting multiple options, the system will automatically add a "|" character between each value

    • If the field is left blank, the printout is defined for all insurance types

    • If two insurance contracts are based on the financing contract, one with type Cashing and the other with the type Mail, the system will filter out printouts for this contract that have a blank value or a direct debit value in this field|Mail. It is not enough for only one value in the filter to match

  • Insurance Product Base Type Filter

    • The code list administrator specifies a filter for the type of insurance product for which he defines the printout by clicking in the field and checking the following options:

      • Property

      • Car Insurance

      • Additional

      • Other

    • After selecting multiple options, the system will automatically add a "|" character between each value

    • If the field is empty, the printout is defined for all types of insurance products

    • If two insurance contracts are based on a financing contract, one with the other Property And the second one with a kind UGS, For this contract, the system filters out printouts that have a blank value or value in this field Property|UGS. It is not enough for only one value in the filter to match

  • Insurance Contract – Indefinite Duration

    • The administrator enters the dial list by selecting from the following options:

      • Empty

        • It applies to both variants, it does not decide whether the insurance contract is for a definite or indefinite period of time

      • Yes

        • Symptom Insurance contract for an indefinite period of time = YES On the insurance contract

      • No

        • Symptom Insurance contract for an indefinite period = NO On the insurance contract

    • If two insurance contracts are based on a financing contract, one with a field value of Insurance contract for an indefinite period of time = Yes and the other with the value of the field Insurance Contract for Indefinite Duration = No, then the system filters the printouts to those with a blank value in this field

    • If the insurance contracts are with a value of the Insurance contract for an indefinite period = Yes, the system filters the printouts to those that have a value in this field Yes

    • If the insurance contracts are with a value of the Insurance Contract for Indefinite Duration = No, the system filters the print