Contract With Services
- Lango: Language and translation manager
- Tomas Nagy
The purpose of this document is to describe the functionalities in the area of offer calculation with services for the user. Main areas:
Calculation/Contract Form
Object Creation
Entering services
Entering Insurance Contracts
There are two ways to create a calculation or contract in the system:
Using wizard to create an offer with 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 (Nastavení Business, Finanční produkty a ceníky služeb, etc.).
The following chapters describe the functionalities related to the Financing with Services contract (Financing with Services=Y contract flag).
Navigation:
History:
Date | Revised section | Responsible person |
26.2.2021 | Create a document | Tomáš Nagy |
26.2.2021 | Start of update to BC17, addition of contract guarantee | Tomáš Nagy |
1.3.2021 | Service Updates, Contract Cards | Tomáš Nagy |
3.3.2021 | Description of spl. dregs. Contracts, functions on the Contracts tab | Tomáš Nagy |
4.3.2021 | Multi Calculation | Tomáš Nagy |
10.3.2021 | Attachments | Tomáš Nagy |
18.3.2021 | Modifications to the sml. and Yearly Mileage | Tomáš Nagy |
1.4.2021 | Addition of the chapter Service Correction | Tomáš Nagy |
9.4.2021 | Contract Profitability | Tomáš Nagy |
2.6.2021 | Adding a field for periodic recalculations | Tomáš Nagy |
3.6.2021 | Adding information to create a calculation input | Iveta Jančová |
14.6.2021 | Added adjustments for reinvoiced services | Tomáš Nagy |
22.6.2021 | Adjusting the Lower/Upper Tolerance | Tomáš Nagy |
23.6.2021 | Creating a Contract from Calculation | Tomáš Nagy |
6.9.2021 | Adding a field for automatic contract renewal | Tomáš Nagy |
28.9.2021 | Clarification of Road Tax | Tomáš Nagy |
30.09.2021 | Flags on additional equipment for technical evaluation | Marie Burgetová |
6.10.2021 | Clarification of Road Tax | Tomáš Nagy |
18.10.2021 | Addition Contractual Mileage | Tomáš Nagy |
20.10.2021 | Adding a Field from Contract Recalculation | Tomáš Nagy |
22.10.2021 | Modifications for Simple Fee, Service and Insurance | Tomáš Nagy |
29.10.2021 | Modification of service details from contract recalculation | Tomáš Nagy |
8.11.2021 | Modification of Payment Excl.VAT calculation | Tomáš Nagy |
11.11.2021 | Correction of calculation sl. Highway Sticker | Tomáš Nagy |
21.12.2021 | Validity To on Insurance Policies and Automatic Renewal in Posting - Vehicle Not Returned | Marie Burgetová |
22.12.2021 | Modifications from FIV Part I. | Tomáš Nagy |
11.01.2022 | Addition to the Reference Date field | Monika Dluhošová |
22.3.2022 | Modify Replacement Vehicle Service (Service Duration (Year) field) | Monika Dluhošová |
28.3.2022 | Addition of Contract Guarantee | Tomáš Nagy |
29.3.2022 | Modification of Calculation Input and Contract Services | Tomáš Nagy |
7.4.2022 | Modifying the Tire Storage Service | Tomáš Nagy |
8.4.2022 | Modification of Contract Attachments | Tomáš Nagy |
13.04.2022 | When changing the customer, the change is written to the Fuel Card | Marie Burgetová |
28.4.2022 | Addition of additional equipment removal | Monika Dluhošová |
17.5.2022 | Road Tax Purchase Price Adjustment | Tomáš Nagy |
25.5.2022 | Contract Guarantee Modification | Tomáš Nagy |
17.6.2022 | Addition to the recalculation of services of a foreign currency contract | Tomáš Nagy |
17.6.2022 | Blocking Contract Recalculation in Automatic Extension Mode | Tomáš Nagy |
22.6.2022 | Fix captions on Tire Storage | Tomáš Nagy |
23.6.2022 | Correction of Quantity calculation on det.sl.Highway Ticket | Tomáš Nagy |
14.7.2022 | Fix Service Duration calculation on det.sl. Replacement Car | Tomáš Nagy |
14.7.2022 | Addition to the Hidden Contract Field chapter | Tomáš Nagy |
21.7.2022 | Editability of service details | Tomáš Nagy |
22.7.2022 | Modification of Service Description fulfillment in Contract Services | Tomáš Nagy |
24.8.2022 | Repl.Car Calculation Modification Detail | Tomáš Nagy |
1.9.2022 | Modification of automatic contract extension (service) | Tomáš Nagy |
2.9.2022 | Addition of Cust.Expected Return Date | Tomáš Nagy |
19.9.2022 | Addition of foundation indiv. Insurance contracts according to the settings on the financing template | Ľudmila Pružinská |
14.10.2022 | Calculation/Contract Update | Tomáš Nagy |
20.10.2022 | Modify automatic contract renewal | Tomáš Nagy |
16.11.2022 | Addition of the description of the last payment settlement in repayment cal. services | Tomáš Nagy |
7.12.2022 | Contract Balance | Miroslava Šašiková |
8.12.2022 | Addition of the Migrated Service flag to Contract Services, modification of the matching function on contract services | Tomáš Nagy |
14.12.2022 | Editability of API Financed Object Prices, API Object Optional Equipment, API Object cards. Add. Equipment | Tomáš Nagy |
20.12.2022 | Modification of Financing Period Real (in Months) | Tomáš Nagy |
27.2.2023 | Modification of Annuity Excl.VAT, Insurance Excl.VAT, Services Excl.VAT, Payment Excl.VAT, Payment Incl.VAT | Tomáš Nagy |
01.03.2023 | General revision of the document | Silvia Kalmová |
08.03.2023 | Addition of the ESG Object modification | Ľudmila Pružinská |
11.4.2023 | Clarification of the Road Tax service description | Tomáš Nagy |
24.04.2023 | Addition of the VAT Clause Code field to the Invoicing Tab | Karel Kolman |
04.05.2023 | Calculation of APR and IRR | Karel Kolman |
11.5.2023 | Clarification of the Road Tax service description | Tomáš Nagy |
30.05.2023 | Addition Quote Approval | Ľudmila Pružinská |
23.6.2023 | Adjust automatic renewal | Tomáš Nagy |
28.8.2023 | Edit a manual change to a detailed contract status | Tomáš Nagy |
21.11.2023 | Specification of the Contract Exchange Rate in the contract header and the Currency Factor in the payment cal. | Tomáš Nagy |
22.11.2023 | Modification of Calculation/Contract Copy | 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 |
15.4.2024 | Addition of the vignette service – line editing. | Monika Dluhošová |
19.4.2024 | Currency Factor | Tomáš Nagy |
3.5.2024 | Clarification of rounding of some fields in contract and in repayment cal. | Tomáš Nagy |
9.5.2024 | Modification of the search for the exchange rate of the contract for foreign contracts | Tomáš Nagy |
27.5.2024 | Edit Contractual Mileage History | Tomáš Nagy |
31.5.2024 | Refinement of some fields in the object configuration | Tomáš Nagy |
5.6.2024 | Upřesnění popisu detailu služby Fee/Service, Maintenance, Replacement Car, Highway Ticke, Fuel Card Type) | Tomáš Nagy |
10.10.2024 | Specification of the detail description of the service Tire service/Tire, Tire Change, Storage, Rims, Rim Acc. | Tomáš Nagy |
13.11.2024 | Modification of road tax calculation (SK/CZ) - addition of validity to the price list, modification of discount tables | Tomáš Nagy |
Abbreviations used:
Abbreviation | Description |
RS | CUSTOMER MASTER AGREEMENT |
MV | MOTOR VEHICLE |
DZ | HIGHWAY VIGNETTE |
PU | INSURED EVENT |
SPK | PAYMENT CALENDAR |
BC | Microsoft Business Central |