Contract Functions

On the overview or contract card, there are options (buttons) that open overviews or trigger various functions.

Below is a brief description of the functions on the contract card – a detailed description of some functions may be provided in other PDs.

Create

• Approve Offer

  • The button is visible only if:

    • Mandatory Offer Approval = A in OneCore Settings and at the same time

    • On the Detailed Contract Status of the offer there is Calculation = A and at the same time

    • A record with Active = A does not exist in the Approval History table

  • Detailed description of the function in the chapter Quote Approval

• Create Contract from Calculation

  • The meaning has been explained in the special chapter Calculation to Contract Transfer

• Create Invoice

  • The user can use this button to create an individual invoice for the contract (e.g. for a fee)

  • Explained in detail in Fakturace prodej

• Create Fin. Charge Memo

  • It is used to create a penalty invoice for the contract

  • The process is described in detail in the Vymáhání pohledávek

• Copy Calculation/Contract

  • The meaning is explained in a special chapter. Schvalování dokumentů smlouvy a změna detailního stavu

Elements

They open the relevant reports, always with a filter for the contract number.

Contract Services – this button is visible only for contracts with Financing with Services=A.

Alterations

They are used for changes to the contract – detailed description in the Změny smlouvy

Costing

The meaning of the fields is explained in the chapter Splátkový kalendář smlouvy

Action

The buttons are visible only if Leasing with delivery of goods=Y, the meaning of the buttons is explained in chapter Opravy po aktivaci smlouvy

Related

They open the relevant reports, always with a filter for the contract number.

Some options are group buttons, below them are other options.

Compositions

It is used to generate a printout or an email as an attachment with the printout.

Both functions open a filtered list of printouts that meet the filters for the Printout Definition table and for which the user has been assigned. For a description, see a separate chapter.