Contract Without Services

The purpose of this document is to describe for the user the functionalities in the area of calculation, resp. financing contracts without services. Main areas:

Contract Creation
Contract Form
Insurance Contracts
Payment Calendar

There are two ways to create a calculation or contract in the system:

Using wizard to create an offer/contract without services
Copying an existing calculation or contract

Before creating a calculation/contract, it is necessary to set up the product and price lists, which is described in the relevant documentation ( Business Setup Financing Products and Services Pricelists , etc.).

Navigation:

History:

Date	Revised section	Responsible Person
26.2.2021	Create a document	Tomáš Nagy
1.3.2021	Contract Update Cards for BC17	Tomáš Nagy
2.3.2021	Contract Factboxes	Tomáš Nagy
3.3.2021	Payment Calendar Description, Contract Functions	Tomáš Nagy
11.-12.3.2021	Invoicing tab on the Contract Card	Monika Dluhošová
12.-15.3.2021	Transfer Tab, Other on the Contract Card	Monika Dluhošová
17.-19.3.2021	Adding/correcting field descriptions in wizard	Monika Dluhošová
19.3.2021	General Tab on the Contract Card	Monika Dluhošová
9.4.2021	Contract Profitability	Tomáš Nagy
16.4.2021	Edit the REFI description	Tomáš Nagy
17.5.2021	Adding Print and Sending an Email	Tomáš Nagy
3.6.2021	Adding information to create a calculation input	Iveta Jančová
30.8.20121	Addition of field descriptions Amount paid by client	Monika Dluhošová
22.10.2021	Addition of modifications for simple fee, service and insurance	Tomáš Nagy
5.11.2021	Addition of a simple fee, service and insurance to the change in the financing period	Tomáš Nagy
8.11.2021	Adjust the calculation of Payment Incl. VAT	Tomáš Nagy
22.12.2021	Úprava faktboxov	Tomáš Nagy
11.01.2022	Addition to the Reference Date field	Monika Dluhošová
28.3.2022	Contract Guarantee Addition (Buy-Back)	Tomáš Nagy
29.3.2022	Modifying the Calculation Input	Tomáš Nagy
8.4.2022	Modification of Contract Attachments	Tomáš Nagy
25.5.2022	Contract Guarantee Modification	Tomáš Nagy
14.7.2022	Addition of the Real Estate Contract Tabs and the Hidden Contract Field chapter	Tomáš Nagy
2.9.2022	Replenishment Customer Expected Return Date	Tomáš Nagy
19.9.2022	Addition of the foundation of indiv. Insurance contracts according to the settings on the financing template	Ľudmila Pružinská
7.10.2022	Addition of the description of the Instalment Sale tab	Tomáš Nagy
14.10.2022	Calculation/Contract Update	Tomáš Nagy
23.2.2023	General Revision	Silvia Kalmová
27.2.2023	Modification of fulfillment Annuity Excl.VAT, Insurance Excl.VAT, Services Excl.VAT, Payment Excl.VAT, Payment Incl.VAT	Tomáš Nagy
08.03.2023	Addition of the ESG Object modification	Ľudmila Pružinská
09.03.2023	Addition of the Business Case Approval (Offer) modification	Ľudmila Pružinská
20.04.2023	Addition of a VAT clause to the Invoicing tab on the contract card	Karel Kolman
24.4.2023	Removing the Real Estate Tab from a Contract	Tomáš Nagy
04.05.2023	Calculation of APR and IRR	Karel Kolman
28.8.2023	Modify a manual change to a detailed contract status	Tomáš Nagy
21.10.2023	Specification of the Contract Exchange Rate in the contract header and the Currency Factor in the payment cal.	Tomáš Nagy
22.11.2023	Calculation/Contract Copy Modification	Tomáš Nagy
21.12.2023	Addition of wizard and functionality Luxury Tax CZ localization	Monika Dluhošová
22.1.2024	Addition of the Financing Product/Template with the Leaseback modification	Silvia Kalmová
3.5.2024	Clarification of rounding of some fields in the contract and in the payment cal.	Tomáš Nagy
9.5.2024	Modification of the search for the exchange rate of the contract for foreign contracts	Tomáš Nagy

Abbreviations used:

Abbreviation	Description
SPK	Payment Calendar
BC	Microsoft Business Central
PS	Insurance contract

OC	OneCore
PD	Product Documentation
KV	Calculation Input
SEY	Seyfor
GCC	Register Machine and Equipment
RV	Vehicle Register