Transition Calculation To Contract

From the calculation (offer) it is possible to create contracts:

• By gradually toggling the detailed state:

  • The procedure is not recommended. If the Status field is set for contract number assignment on the financing model, the contract is renumbered if the user sets this detailed status on the model.

• Using the function (button) Create Contract from Calculation (visible only for detailed contract statuses with Calculation=A, otherwise not)

  • Recommended actions

  • A new entity is created by copying, whereby:

    • It will have a number according to the Contract Numbering settings on the Financing Model

    • It will have a detailed status according to the Initial Detailed Contract Status setting in OneCore Settings

  • The original offer will be preserved, it is possible to create any number of contracts from it (or the number of contracts specified in the Number of contracts field if the Mandatory Offer Approval flag = Yes is in the OneCore Settings)

  • The contract creation date is automatically filled in as the workdate

    Open

    

Once confirmed, the system will perform a flag check Mandatory Quote Approval in Settings OneCore. If the value will be:

• Yes:

  • Checks to see if the History connivance There is a record for the offer:

    • Financing Contract No. = same as the quote number from which the process is started

    • Approval Status = Approved

    • Active = Yes

  • If:

    • There is no (i.e. the offer does not have a valid approval)

      • Displays the message "The offer does not have a valid approval. (Offer No. .. Contract No.... doesn't have valid approval.)". After confirmation, it closes the message and does not continue the process

    • Exists

      • Checks already created contracts from the menu:

        • Filters contracts to Source Calculation No., for which:

          • Change Copy = No

          • Calculation Variant = No

          • Calculation to Detailed contract status = No and find out their number

        • This number should be < than Number of Contracts z Approval History

      • If:

        • Pays

          • Moving on to the next step

        • Does not apply

          • Displays the message "The number of contracts has been exhausted. (The number of contracts has been drawn.)". It does not continue after the message is closed

• No

  • Proceeds to the next check.

It proceeds to check if there is an allowed transition from the detailed calculation status to the initial detailed contract status (inic.det.contract status is set in OneCore Setup):

If it doesn't exist, it displays the message:

Open

If it exists, it creates a contract and asks if we want to open it.

• Once confirmed, the new contract card will open.

  • The created contract will have the following differences from the offer (OC standard - first picture of calculation, second picture contract):

  • Contract number from the contract number series according to the settings in the Financing Model, Contract Nos field. At the same time, the subject is renumbered, or the contract number is added to all related entities.

  • Detailed status according to the settings in OneCore Setup, field Initiale Detailed Contract Status

  • Completed Contract Creation Date = System Workdate

  • Completed Source Calculation No.=number of the calculation from which the contract was created

  • Filled in Date Created (Others tab) = sysdate

  • If the original contract contains Attachments to the Agreement and/or Subject Matter, these Attachments will also be copied.