/
Mass Handover Preparation

Mass Handover Preparation

To start mass preparation of a course, the user either:

  • In the list of financed objects, he/she marks the subjects for which he/she wants to prepare or

  • Enter the numbers of the financed objects in the Handover Preparation Wizard

 

After confirming the function, the system displays a dialog box that contains the field:

  • Options Tab

    • Expected Handover Date

      • The system pre-fills the current date

      • The user can change the

    • Termination Code

      • Selects user from table Insurance Termination a code that the system fills in the pre-fuse field Termination Code.

  • Filter: Financed Object

    • In case the user:

      • Before running the function marked multiple subjects, the system presets the filter to the field Status and fills in the Contract Statuses field of the selected items

      • Started a function from a single subject, the system presets the filter to the field Number and pre-filled with the number of the subject from which the function was launched. The user can add more objects

  • Filter: Financing Contract Header

    • The user can also use a filter according to the fields of the financing contract header to define the object to be processed.

 

Subsequently, the system continues as in the case of the preparation of the handover of the object for a separate subject.https://iao.atlassian.net/wiki/spaces/OCDOC/pages/67961013 ) and gradually processes the selected subjects.

If there were errors in some courses/contracts, the system will display a message after the task is finished "The task has been completed with errors – see log." After confirmation, OK displays the Error Log filtered for errors in the given case.

On objects/contracts without errors, the system has performed the steps related to the preparation of the object for handover.