Setup description

OneCore Setup

In OneCore Settings, it is possible to set some parameters that are needed to create and work with orders – see OneCore_Setup .

Purchase & Payables Setup

Here, the user sets:

• Order Numbers

  • The user manually enters the number series that will be used to number the item orders

  • For a description of the number sequence settings, see Finance Setup .

Detailed Contract Statuses

On the relevant detailed status (usually after signing the contract), the user sets:

• Allow Item Ordering

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

For a description of Detailed Contract Statuses, see Detailed Contract Statuses

Report Selection - Purchase

In this setting, the user sets up email order templates (Usage=Order):

• Report ID

  • User selects manually = 4026780

• Report Caption

  • Tightens the system automatically

• Use for email body

  • Enter Y, the system will then use the templates for the subject of the email

• Use for email attachment

  • Enter Y, and the system will use the templates for the email attachment

• Email body layout description

  • The user selects a template for the email body for an individual purchase order

• Email Body Layout Descr. Multi)

  • The user selects a template for the body of the email for a summary email with multiple orders

• Email Body Layout Descr. Mass)

  • The user selects a template for the email body for the mass purchase order

• Email subject

  • The user manually enters a mask to create an e-mail subject for an individual order.

  • It is possible to use text variables:

    • %1 – Abbreviation of the company name (from Company Information)

    • %2 – Order No.

    • %3 – Contract No.

    • %4 – Mass Order No.

• Email subject multi

  • The user manually enters a mask to create an e-mail subject for a summary e-mail order.

  • It is possible to use the same text variables

• Email subject mass

  • Does the user manually enter a mask to create an e-mail subject for a mass e-mail order.

  • It is possible to use the same text variables

Printout Definition

If the user wants to send a notification from the order to Fleet Manager and the conductor about the confirmed delivery date of the item (or any other notification), it is necessary to define the appropriate outputs in the Printout Definition.

For a detailed description, see Printout Definition .

Supplier data

The user on the vendor (Operative leasing tab) sets/enters the following data for ordering items:

• Object vendor contract level

  • To be set manually by the user

  • Option=empty value (default), Cooperation Agreement, Framework Purchase Agreement)

  • The system then checks to see if this field on the vendor is blank when the purchase order is created. If it is empty, it displays a message if the user wants to continue with the order creation (see below).

• Object order e-mail address

  • The system will display the number of entered e-mail addresses of the vendor for ordering items

  • After clicking (or after pressing the Process/E-mail addresses button of the item order), a table for entering e-mail addresses will open.

In this table, you can specify:

• Make Code

  • Selects by the user from the list of subject markers

  • It can also be empty (typically for suppliers of additional equipment)

  • See below for usage