Contract Transfer On Other Customer

The process of transferring a contract to another customer is described Contract Changes .

When transferring a contract to a new customer using the wizard (page 4046865), the user can enter a transfer fee. The wizard uses the Create Invoice function to generate a Sales Invoice that the user posts.

The following information is copied from the wizard to the invoice:

• Posting Date

• Payment Terms Code (the default payment term is from OneCore Settings)

• Fee amount excl. VAT (in contract currency)

• Customer No. (either the original customer or the new customer as selected)

The fields are filled in in the same way as when creating an individual invoice from a Financing Contract, with the following differences:

• Customer

  • according to the customer selected in the wizard (fee customer number field)

• Posting Date

  • from the wizard (Transfer Fee – Posting Date field); Filling in the date is mandatory. If the Posting Date falls within a closed accounting period, the date is not shifted, the user must change it manually on the invoice.

• VAT Date

  • taken from the Posting Date  

• Document Date

  • Work Date

• Maturity date

  • it is calculated from the Posting Date and Payment Terms Code that are entered in the wizard

• Payment Terms Code

  • from the wizard (Fee Payment Terms Code field)

Sales invoice lines are created according to the std code. Sales transfer fee set up in OneCore Settings.