Cumulative update 2024/02

Description

As part of this adjustment, API endpoints were expanded to include the Opportunity management functionality. These endpoints are primarily intended for OneCore Reporting in Power BI.

New field on the Insurance Contract:

• Do not Update Insurance Value

  • The field is hidden by default and its default value = No. The user can add it to the page via Personalization.

  • The user can change the value to Yes (tick) if he does not want the insurance value to be updated from the calculation input.

It can be used in cases when one insurance contract has a different insurance value than other insurance contracts (e.g. an insurance contract for a GAP product has an insurance value equal to the purchase price after discount, but for accident insurance, the insurance value is the purchase price before discount)

Contract Activation:

If the Handover Date is different from the Expected Handover Date, the system on insurance contracts, where the Do not update insurance value flag = Yes, does not update the insurance value from the calculation input.

Technical Evaluation:

The system checks the value of the Do not update insured value field on an insurance contract with Product Base Type = Property. If its value is Yes displays a message to the user and the process of the technical evaluation is complete without creating a new insurance contract. The user has to close the original insurance contract and create the new one manually.

Description

• It added a new field Tolerance for Doc. Creation from payment calendar (LCY) to the table OneCore Setup

• The system looks at the tolerance during the manual accounting from the payment calendar and compares the filed Amount of the payment calendar with the Tolerance. If it falls within the tolerance, then a message is displayed. The User chooses manually what the system should create (credit memo/invoice).

• Creation of the debit note from the Post Billing Credit Memos function was added.

When creating a variant of the financing contract, the system also transfers the table "Insurance Contract Rate Change" to the variant.

The table is necessary for correct calculation after the rate change.

Installment sale - when posting internal documents for the balance - system when combining Customer currency = EUR, and contract currency = local will keep the currency code EUR - inconsistent transaction.

The Do not post credit note from installment plan parameter from Service contract settings is used in the installment cancellation regardless of whether the contract is OL with services or anything else (FL, SP, UV), which is an overlap that is not desirable.

Insurance policies that started after the contract was terminated cannot be included in the credited amount.

• Purchase price limit control was moved to the amount of the Purchase price calculation input.

• The system updates the field “Input price” on the Contract card when will be added/deleted the calculation input for the unapplied part of VAT.

• Transfer of the filed “Unapplied VAT Calculation Input Type Code” to the API Financing Product List.

• Customer guarantee - possibilities to create guarantee without permissions in User Setup

• Contract guarantee - guarantee creation depends on detailed contract status (Change without Protocol flag) and permissions in User Setup (Allow Guarantee Editing Without Change Copy)

Notification attachment layout improvements.

Correction of the calculation of the number of days and the application of the non-penalty period for closed customer ledger entries.

Function correction - when recalculating the contract via the Contract Recalculation Wizard (Object ID 4026638), the system did not request the calculation of accruals if the contract settings do not require it. (Down payment = 0).

Correction of Slovak captions of fields:

• Calculation Method (50) in the table Ins. Calculation Method (4027056) - Option Sum - correct Slovak caption Suma

• Contract Settlement Type (5) in the table Financial Settlement table (4046805) - Option Complete - correct Slovak caption Kompletné

Extension of the check for the existence of insurance contracts.

New field on Financing Product/Template Insurance:

• Ins. Prod. Base Type for Check

The possibility of setting the control at the level of the type of insurance product.

If the check is set for the insurance product base type, the system checks during the creation of the insurance contract or activation of the existence of an insurance contract with the selected insurance product base type (regardless of whether it is insurance in payments or an individual insurance contract).

Extension of the error message when checking whether the continuous contract was recalculated after the change.

Modification of Contract Recalculation Wizard (4026638). In case of mileage or contract duration change, the wizard takes into account contract services with Valid To ≥ Change Date-1D (in case of Contract Extension=N) or Valid To After Extension ≥ Change Date (in case of Contract Extension=Y) without filtering on Service Status. Now, after the modification, the wizard will take into account contract services with the same date conditions and Service Status=Active.