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Creation Calculation/Contract By Copying

Creation Calculation/Contract By Copying

Owned by Lango: Language and translation manager
Last updated: Sept 05, 2024Version comment
4 min read

Calculation or Contract can be copied Create-Copy Calculation/Contract and the user confirms that they really want to copy and whether they want to view the new agreement.

After confirming Yes, the system will check:

  • Flag Mandatory Quote Approval in OneCore Setup. If the value of the field will be:

    • Yes

      • It displays the message "Approval of the quote is mandatory, it is not possible to create a copy. (Quote Approval is mandatory, it is not possible to create a copy)".

    • No

      • Proceeds to the next check

  • If copying from a change copy, variant or from a contract with a change copy is not running:

    • If so, the copying will stop and the system will display a message.

    • If not, it moves on

  • If a calculation is being copied (there is Calculation=A on the detailed contract status), the OC will check the Offer Creation Date and Validity Period to enable copying of the contract in OneCore Settings:

    • If the Offer Creation Date+Validity Period to allow copying is > the current date, the OC will not allow copying:

    • If Offer Creation Date+Validity Period for Enabling Copy =< current date, the OC will copy and create a new calculation.

  • If the contract is being copied (the detailed contract status shows Calculation=N), the OC will check

    • Contract Creation Date and Validity Period to enable agreement copy in OneCore Settings:

      • If the Contract Creation Date+Validity Period for Enabling Copy is > the current date, the OC will not allow copying.

      • If Contract Creation Date+Validity Period for Permission to Copy =< current date, the OC proceeds to the next check.

    • Contract Status:

      • If the Status is >Effective, it will not allow the agreement to be copied

      • If Status < = Approved, Signed, or Effective, copy will be enabled

  • By copying, the system creates a calculation or contract as the original image, whereby the following actions are performed:

    • The new entity will be created as the original image, but some data will be different from the source entity (described below)

    • The new entity will be assigned a new number from the calculation/contract number series of the same financing model as the original entity had

    • The new entity will be created with a number and detailed status as follows:

      • If a calculation is being copied:

        • the new entity gets a number from the number series for calculations according to the Financing Model of the Calculation Nos field,

        • The new entity will get the detailed status according to the Initial Detailed Calculation Status setting in OneCore Settings. Also, the Calculation Creation Date will have the current date

        • If the original calculation contains records in the Approval History, these will not be copied to the new calculation

      • If a contract is being copied:

        • the new entity gets a number from the number series of contracts according to the Financing Model, field Contract Nos.

        • the new entity will get a detailed status according to the Initial Detailed Contract Status setting in OneCore Settings. Also, the Contract Creation Date will have the current date

    • All numbers that are based on the calculation/contract number (e.g. object number) will be renumbered in relation to the new entity number

    • Insurance contracts within the new entity will be renumbered according to their number series

    • Approval Date, Customer Signing Date, Contract Signing Date and Handover Date are deleted if they were entered in the source offer/contract

    • Changed overwrites according to the logged-in user

    • Created By (the field is not pulled in the Financing Contract tab) is overwritten according to the logged-in user

    • If the Chassis No. (VIN), Serial Number and Vehicle Registration Number, VTP/OEV Number, Green Card Number, Contract References, Fixed Asset No. and Fixed Asset Location Code were filled in in the original calculation/contract, they will not be transferred to the new entity

    • If an agreement is being copied and the Approver ID and Approval Protocol ID fields have been filled in, these values will not be transferred to the new entity

    • If the original contract contains any items built and/or booked, these will not be transferred to the new contract

    • Payment calendars (contracts, services, and insurance) will not be transferred to the new entity:

    • The Complete Calculation flag (4047060 = will be set to N

      • Records in API Financing Contract Line (4026398) will not be transferred – i.e. the new entity will always be without a payment contract

      • Records in the API Service Payment Line (4026683) will not be transferred - the new entity will be without payment cal. Services

      • Records in API Ins. Client Payment Cal. (4027105) will not be transferred – the new entity will be without payment cal. poj. Client

      • Records in API Ins. Company Payment Cal. (4027106) will not be transferred – the new entity will be without payment cal. Insurance

      • Records in the Ins.Comm API are not transferred. Payment Calendar (4027107) – the new entity will be without payment cal. commission

    • if a multi calculation member is copied (for contracts with Financing with Services=Y), the fields Multi Calculation=A and the Multi Calculation number are deleted

    • If the contract contains any record in the Odometer Status History, these records will not be transferred to the new entity (for contracts with Financing with Services=Y)

    • If the original contract contains Attachments to the contract or object, those attachments will also be copied

    • If the original contract contains entries in the Approval History, these will not be copied to the new contract

    • After the copy is created, you will see the message: "Contract No. XXX has been created. Do you want to show it?"

CZ localization (Luxury Tax):

If the user copies a calculation/contract created before the legislative change came into effect, then it is necessary to open the calc overview. inputs and close it again – the system will add the calculation input to the unclaimed part of VAT, if necessary, and then recalculate the contract instalments.