OC - Financing
- Lango: Language and translation manager
- Tomas Nagy
RC OneCore – Financing
In RC OneCore – Financing, there are options for managing financing contracts without services – a detailed description of each option is described in the relevant documents (mainly Contract Without Services and Contract Changes etc).
In practice, it is used, for example, in the leasing contract report department.
Description of the tiles for the task view:
Pending User Tasks
A list of pending tasks that are assigned to the logged-in user.
List Task View Filter
% Completed <>100
Pending Jobs = Yes
Pending Salesperson Tasks
A list of pending tasks that are assigned to the signed-in user but as a salesperson.
The user must be entered as a salesperson in the Salespeople / Purchasers table
To identify a user as a seller, the value of the Salesperson Code from the Salespersons / Purchasers table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
List Task View Filter
Salesperson Code = Salesperson Code of the logged-in user according to the settings in the "User Settings" list
End Date = Today's date and higher dates such as today's date
System Job Type = Organizer
Closed = No
Expired Salesperson Tasks
A list of tasks after the due date of the task that are assigned to the logged-in user, but as a salesperson.
The user must be entered as a salesperson in the Salespeople / Purchasers table
To identify a user as a seller, the value of the Salesperson Code from the Salespersons / Purchasers table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
List Task View Filter
Salesperson Code = Salesperson Code of the logged-in user according to the settings in the "User Settings" list
End date = lower dates, such as today's date
System Job Type = Organizer
Closed = No
Pending Team Tasks
A list of pending tasks that are assigned to teams in which the signed-in user is specified as a salesperson.
The user must be entered as a salesperson in the Salespeople / Purchasers table
To identify a user as a seller, the value of the Salesperson Code from the Salespersons / Purchasers table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
A user as a salesperson is entered in the team as a salesperson in the Salesperson Code field
List Task View Filter
The Salesperson Code <> from the Salesperson Code of the logged-in user according to the settings in the "User Settings" list
Team code = filter of all teams in which the logged-in user as a salesperson appears
End Date = Today's date and higher dates such as today's date
System Job Type = Team
Closed = No
Expired Team Tasks
List of tasks after the due date tasks that are assigned to teams in which the logged-in user is specified as a salesperson
The user must be entered as a salesperson in the Salespeople / Purchasers table
To identify a user as a seller, the value of the Salesperson Code from the Salespersons / Purchasers table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
A user as a salesperson is entered in the team as a salesperson in the Salesperson Code field
List Task View Filter
The Salesperson Code <> from the Salesperson Code of the logged-in user according to the settings in the "User Settings" list
Team code = filter of all teams in which the logged-in user as a salesperson appears
End date = lower dates, such as today's date
System Job Type = Team
Closed = No
Description of tiles for displaying email activities in OC
Failed Emails in Outbox
emails where the sender is a logged-in user, which were not sent from the OC due to an error (e.g. the function for sending emails is not set)
The error can be displayed by the user for each row of the list via the "Show error" button
Draft Emails in Outbox
a list of emails that the user prepared but did not send and saved as a Draft
Sent Emails Last 30 Days
A list of emails sent by the logged-in user in the last 30 days from the set date. By default, the date is set to the current date.