--- language: "en" --- # Sey4Sign Docs ## Popis Jednou nebo dvěma větami popište účel tohoto prostoru. ## Sledování projektu Project linker extension ## Nedávno aktualizovaný obsah Níže uvedený seznam se automaticky aktualizuje pokaždé, když někdo ve vašem prostoru vytvoří nebo aktualizuje obsah. * [Signing process in Sey4Sign](https://docs.one-core.com/sey4sign-docs/signing-process-in-sey4sign.md)Oct 01, 2025 • contributed by @User * [Sey4sign setup](https://docs.one-core.com/sey4sign-docs/sey4sign-setup.md)Sept 22, 2025 • contributed by @User * [Sey4Sign functionality](https://docs.one-core.com/sey4sign-docs/sey4sign-functionality.md)Mar 25, 2025 • contributed by @User * [Welcome to Sey4Sign](https://docs.one-core.com/sey4sign-docs/welcome-to-sey4sign.md)Mar 25, 2025 • contributed by @User * [Administration](https://docs.one-core.com/sey4sign-docs/administration.md)Jun 19, 2024 • contributed by @User * [What's new or changed in Sey4Sign](https://docs.one-core.com/sey4sign-docs/what-s-new-or-changed-in-sey4sign.md)Jun 19, 2024 • contributed by @User * [Sey4Sign Docs](https://docs.one-core.com/sey4sign-docs.md)Jun 19, 2024 • contributed by @User ## Přispěvatelé Níže uvedený seznam se automaticky aktualizuje pokaždé, když někdo ve vašem prostoru vytvoří nebo aktualizuje obsah. [Petra Jankovicova](https://iao.atlassian.net/wiki/display/~712020%3A8d08c284-bbdf-48a5-9637-adede9501c0d), [Molitorisová Marianna](https://iao.atlassian.net/wiki/display/~712020%3Afb2e1bba-1e2e-4d60-aa06-408c69514de0), [Roman Slovák](https://iao.atlassian.net/wiki/display/~712020%3A45b9fa15-1d17-4aa2-acbd-35bafc75814e) --- language: "en" --- # Administration --- language: "en" --- # Sey4Sign functionality --- language: "en" --- # Sey4sign setup Before signing documents, it's important to define the basic parameters, based on which the signing process works. **Sey4Sign Setup** After finding the function is displayed Sey4Sign Setup Card, which serves to set basic parameters for electronic signing. **General** * Whole Sign Expiration * This field refers to the total time limit set for the entire signing process to be completed by all parties involved. If this time expires before all required signatures are collected, the signing request becomes invalid or expires. * E.g. if there is value 7D, it means all signers must complete their signatures within that time frame, or the request will expire * Workflow User Due Date (hrs.) * Specifies the maximum number of hours allotted to an individual user (or signer) to complete their part of the workflow once it's their turn. * E.g. if Workflow User Due Date is 24 hours, then each signer has 24 hours from the time they receive the document to sign it before their part is considered overdue. * Notify Result E-mails * On entered email address that will be send the status of the signing workflow of the document (e.g., completed, expired, rejected). * Notification Expiration Hours Before * This setting defines how many hours before the signing expiration a reminder notification should be sent to participants (typically signers or reviewers) who have not yet completed their task. * E.g. if the Whole Sign Expiration is set to 72 hours, and Notification Expiration Hours Before is set to 12, then a notification will be sent 12 hours before the 72-hour expiration (i.e., at hour 60), reminding participants that time is almost up. * Notification Not Finished Hours * Specifies the interval (in hours) after which the system will send a reminder notification to participants who have not yet completed their part of the signing process (e.g., not yet signed or approved). * E.g. if Notification Not Finished Hours is set to 24, the user will receive a reminder 24 hours after receiving the request if they haven't finished their task. * Default Language Code * Choose the default language of the email and document from the list of Languages You are able to change language for each document and person within the given groups. **Connection** **Access data** to the service are entered here. The data for the fields are provided by a combination of the service provider (Sey4Sign) and your organization's internal system administrators or developers during setup or integration. **Default Signing Lines** In Sey4Sign, the Default Signing Lines section helps define the sequence and structure of signers in a workflow template or signing process. When you're configuring this section, you're specifying who will sign, in what order, and as part of which groups (if any). * Functions * Add Group * Creates a new group of signers in the default signing line. * Groups are typically used to segment signers logically or by role, such as "Managers", "Legal", "Finance", etc. * Within a group, you can add multiple people (see "Add Person"). * You can also define whether signers in a group sign in parallel (any order) or serially (one after the other). * Remove Group * Deletes a previously created signer group from the signing line. * Removes the group and all people inside it from the default signing sequence. * Add Person * Adds an individual signer to a selected group. * Allows you to define specific users, roles, or placeholders (e.g., "Manager", "Employee") within a group. * You can specify signer order, email, role, and often authorization level. * Fields * Name * The name of the group or signer * Appears in the signing interface and emails for identification * Order No. * The position in the signing sequence for this person or group. * Defines the signing order --- e.g., * Order 1 signs first, * Order 2 next, and so on. * Group Type * Specifies how signers in a group behave. * Empty * Sign * Approve * Person Type * Classifies the signer based on how they're defined: * Contact * Once Contact is select, we are able to select Contact from Contact List which has define Type = Company via field Company No. * Customer * Once Customer is selected, we are able to select Customer from Customer List via field Person No. * Vendor * Once Vendor is selected, we are able to select Vendor from Vendor List via field Person No. * Employee * Once Employee is selected, we are able to select Employee from Employee List via field Person No. * Salesperson/Purchaser * Once Salesperson/Purchaser is selected, we are able to select Salesperson or Purchaser from Salespeople/Purchasers List via field Person No. * Company No. * Connection with choice of Person Type = Contact * Person No. * Connection with choice of Person Type = Customer, Vendor, Employee, Salesperson/Purchaser * Email * The email address where the signing invitation will be sent. * Phone No. * The signer's phone number, usually used for 2FA (two-factor authentication) or SMS reminders. * Optional unless additional identity verification is required. * Min. Singers in Group * Specifies the minimum number of signers within a group required to complete the signing step. * Useful in large groups where not everyone must sign (e.g., "at least 2 of 3 managers"). * Workflow Run Type * Determines the triggering type for the workflow run. * Serial * Signers sign one after another (in order). * Parallel * All group members can sign at the same time. * Language Code * Sets the language for emails, signing interface, and notifications for the signer. * Signing Status * Current status of the signer's action. * Possible values: * Pending * Awaiting signature * Signed * Completed * Declined * Refused to sign * Expired * Signing window closed * Skipped * Bypassed due to logic rules --- language: "en" --- # Signing process in Sey4Sign The process of signing in Sey4Sign app is fully flexible. By your requirements you can define parameters for each document, as: * **Signing parties** and their persons * **Min. Singers** in Group * **Parallel** or **Serial** Workflow * **Language** for each person We will show an example on the customer's card, so on the main page search **Customers**. In general you are able to sign documents situated in table named Attachments. ![customers.png](https://docs.one-core.com/__attachments/a_c6cd7a529fbe5f1d53220f70b86ed3a1c1a4746f09fcbaef91c2ad0af0474846/customers.png?cb=a85a2fefca1a2b556d2bb42142c7fdb8) 1. Choose one of attachments available via *Customer Card* or*Contract*. ![customer_card.png](https://docs.one-core.com/__attachments/a_e8c44baf1c1169cb2020c9235ad2d4eb0e954dd246c4589e4d8fdf18e087b8c2/customer_card.png?cb=2db099acd8d069d3ec4b85487960cecf) 2. In section Attachments click on the number of attached documents 3. Table with Attached Documents is opened. 4. Clicking on button **New** is possible to add New Document. 5. In case you want to sign document named Payment Calendar (displayed in second line), stand in the line where is this document and click on the button **Signing**. ![image-20251001-124349.png](https://docs.one-core.com/__attachments/a_3540028c3887fe14c57c0e079d45199eca8b7252d6c0a12657ec396b51736a02/image-20251001-124349.png?cb=c0afb8b3d1e2fdf55433d5a2b699d390) 6. *Signing Request Card*is displayed ![image-20251001-124602.png](https://docs.one-core.com/__attachments/a_dd1d6aa9714cd6754cf7dcf98db749e2f5d916e5f9977d36889085b4eac874f0/image-20251001-124602.png?cb=05c17ee0663b585a5e606245ae05219e) 7. In section ***General*** you see important information about: * Signing status * Signing Request Sent Date * Signing Expiration Date (signature expiration you set in Sey4Sign Setup). 8. In section ***Signing Request Lines*** you can see template, which we also set in Sey4sign setup. For more information see [**Sey4Sign Setup**](https://docs.one-core.com/sey4sign-docs/sey4sign-setup.md). 9. This template can be modified and adjusted according to your requirements. ![signing_card_2.png](https://docs.one-core.com/__attachments/a_99eccacfcc2989b7400ae5bce241f27ac13ed38608b3c56a83b605abbab2175e/signing_card_2.png?cb=63e7ed48745ce7fac1668b7ecc1635d0) 10. We choose English language for all persons. In case you leave this field empty, the system will use default language from setup. 11. After entering signing groups, person within the given groups and other parameters, click on button **Send for Sign** situated on the top bar. Then the process of signing starts and you can see the **status** of signature in field named *Signing status*, which can be: * ***Ready to sign - document*** - the document is sent for signature, but no one has yet signed it * ***Signing*** - the document has been signed by at least one person and the signing process is ongoing * ***Signed*** - the document was signed by all parties- * ***Error*** - if cancellation occurred during signing 12. Signed document can be downloaded via button Download Signed File ![image-20251001-124813.png](/__attachments/a_dbae6fb7fced427cb5e5b52b6cc0cb18b44ff94308de022f4c8ad4d135a3511a/image-20251001-124813.png?cb=f6baf50aaefe64fceb2753f4cff041d0) **The process of signing by the example** **Step no. 1** The person in the first group receives an email about signing of the document. He also sees information about Signature Deadline. Clicking on button **Sign documents** the document intended for signature is displayed. ![first_email.png](https://docs.one-core.com/__attachments/a_363fee0877f8ca037d0304d7ef64e80239489c324c0235d22fdcef1d89633ecf/first_email.png?cb=559256db488d95381f5e02cceb3227dd) Since the minimum number of persons who must sign the document is only one, the document will be sent for signature to the second group after it has been signed by one person from the first group. **Step no. 2** Click on button **Start Signing** to avoid situation of double signing at the same time by another person within your group. Then the signing process is easy (see picture below) : ![signature1.png](https://docs.one-core.com/__attachments/a_c14d6573fbc255a5c43c84378f80aea9692c33a59044b00cac25fbb60f679002/signature1.png?cb=f344809d240ed6bca9b9bc020bcfa4cb) * Click where you want to **insert the signature**. * Then draw the signature by **mice** or use your **finger** if you have touch device. * In the next step **Confirm the signature** by clicking on button. In case you want to repeat the signature once more, click on **Start again** * In the last step, **Finish signing** and the document will be sent to the person in the second group. If for some reason you do not want to sign the document, click on **Cancel signing** and the signing process will follow the setting. **Step no. 3** Since the document was signed within the first group, it will be sent to the first person within the **second group**. This person receives an email about signing the document and the procedure is the same for each person. ![signature2.png](https://docs.one-core.com/__attachments/a_9d344ca547e95c734964a8617488fe30965a9c59d79281b4d5ee5926705983ac/signature2.png?cb=0589452914e4707a4e7dbd97e00cd98f) **Fully signed document** Given that the minimum number of signatories in the second group is only one person, the document is considered signed by the each parties. After signing process the person who is noted in Sey4sign Setup receives notify result e-mail about the **successful signing of the document** and is able to **download signed document**via button Download Signed File. ![signed_document.png](https://docs.one-core.com/__attachments/a_13f2bf1e1294ce45653c2158462747784d01e8f50b387a8948ec39b24dbcb79a/signed_document.png?cb=ef7c50f0d050a3173217de2bcc54a77a) --- language: "en" --- # Welcome to Sey4Sign Sey4sign provides comprehensive processing of the digital document signing process and is **fully integrated with Microsoft Dynamics 365 Business Central.** Sey4Sign allows you to authenticate and send documents from anywhere in the world without the need for physical delivery. The digital signature tool also ensures that no changes have been made to the document since it was signed and shows exactly who approved the document and when. The ability to quickly and easily verify digital documents and products will save your clients time and effort and set you apart from your competitors. ## ***Key Sey4sign features are:*** * Digital signature * Possibility to automate signing processes * Workflows * Trusted document storage​ * A tool for complex digitization of processes in accordance with eIDAS​ * Language selection​ * Signature with image/via certificate * Time stamps​ ## ***Benefits of electronic signature*** : * **Saving time** - fast and easy confirmation of digital documents * **Competitive advantage** - it saves work for your clients and differentiates you from the competition * **It works online and in person** - it allows documents to be confirmed and sent from anywhere in the world without the need for physical delivery * **Safety and security** - an electronic signature can practically not be falsified or denied retroactively ## ***Basic signing workflow:*** * Define the *signatories* and enter the e-mail addresses of these persons for each party * Receive document by *email* * *Sign it* by hand or with a qualified signature * Receive an email notification about the *successful completion of the signing process* by all parties In picture below you see the **scheme of document signing process** between Business Central and Supplier of E-signature. ![workflow_MD.png](https://docs.one-core.com/__attachments/a_bb73278a2da5d9f555b8b50e0845a6542609a5c1ea75a1ee64b645898248a5f3/workflow_MD.png?cb=28331173e2af4baad189ef50f962232e) --- language: "en" --- # What's new or changed in Sey4Sign --- language: "en" --- # OneCore Apps Docs Home ## **Vítejte ve svém novém prostoru!** Prostory vašemu týmu pomohou strukturovat, organizovat a sdílet práci. Každý člen týmu tak bude mít možnost nahlédnout do údajů ohledně instituce a přístup k informacím, které potřebuje k tomu, aby mohl vykonávat co nejlepší práci. ## **Začínáme se základy** **Začněte s úpravou této stránky:** * [ ] Kliknutím na ikonu tužky ✏️ nebo stisknutím klávesy `E` na klávesnici zahájíte úpravy a můžete začít psát. Upravovat můžete kdekoli. * [ ] Stisknutím klávesy `/` zobrazíte všechny typy obsahu, které můžete přidat na stránku. Zkuste zadat text `/obrázek` nebo `/tabulka`. * [ ] Pomocí panelu nástrojů nahoře si můžete pohrát s ++*písmem*++ , **b****a****r****v****o****u**, ^formát^~ováním~ a tak dále. * [ ] Kliknutím na tlačítko `Zavřít` uložte koncept nebo kliknutím na tlačítko `Publikovat` sdílejte připravenou stránku. ### 🪄 Potřebujete inspiraci? * Podívejte se do našeho [průvodce osvědčenými postupy v Confluence](https://www.atlassian.com/software/confluence/guides/get-started/best-practices). * Podívejte se na rychlý úvod o tom, co jsou prostory a jak je nejlépe používat na stránce [Nastavení stránky a prostorů](https://www.atlassian.com/software/confluence/guides/get-started/set-up). * Podívejte se do našeho průvodce, kde najdete nápady, jak [připravit přehled prostoru](https://confluence.atlassian.com/confcloud/set-up-your-space-homepage-827106219.html). * Pokud vám není příjemné začínat s prázdným prostorem, zkuste místo toho použít jednu z našich [šablon prostorů](https://confluence.atlassian.com/display/ConfCloud/Create+a+Space+From+a+Template). --- language: "en" --- # Active contract creation in OC Financial Leasing App To activate contract we need to change status from Calculation ([How to create New Financing](https://www.youtube.com/watch?v=KVxt9PiHW3s)). On Financing Card we change the status of the financing via Change Status. We are allowed to change status sequence following: * **Calculation** → Send Offer (changes status to Offer), Archive Contract (changes status to Archived) * **Offer** → Send to Approval (changes status to Waiting for Approval), Archive Contract (changes status to Archived) * **Waiting for Approval**→ Approve Contract (changes status to Approved), Archive Contract (changes status to Archived) * **Approved** → Sign Contract (changes status to Signed), Archive Contract (changes status to Archived) **Note:** From the status **Approved** the loan is taken as a **Contract** and calculation numbering is changed to contract numbering. * **Signed** → Activate Contract (changes status to Active), Archive Contract (changes status to Archived) * **Active** → Suspend Contract (changes status to Suspend), Early Termination of Contract (changes status to Closing) * **Suspend** → Activate Contract (changes status to Active), Early Termination of Contract (change status to Closing) * **Closing** → Settling of Contract (changes status to Settling), Archive Contract (changes status to Archived) * **Settling** → Archive Contract (changes status to Archived) * **Archived** → we are not allowed to changed status of archived contract **Note:** Status change to Approve Contract triggers the control, if there exists Financing No. on Item Card of assigned object, this will ensure that it won't be possible to approve contract without object, message appears: **"Financial Leasing contract cannot be approved without Fixed Asset/Item."** Once the contract is activated, there is possible to post installments. Created invoices can be then reached directly from dashboard. On Financing Card are displayed information about invoices: * **Posted Invoice Count** * Represents the number of posted invoices. * **Invoice Count** * Represents the number of created invoices, but not yet posted invoices * **Posted Credit Note Count** * Represents the number of posted credit notes belonging to the current contract. * Clicking on this number opens list of posted credit notes belonging to this contract * **Credit Note Count** * Represents the number of created but not posted credit memos belonging to the current contract. * Clicking on this number opens list of created unposted credit notes belonging to this contract **Note:** In case there are all payments invoiced in payment calendar and user clicks on button Calculation, payment calendar cannot be recalculated. Instead, there is displayed message: **"There must exist at least one line where Rel\<\>0."** ## **Follow up:** [++**How to create new object**++](https://docs.one-core.com/onecore-apps-docs/object-creation-in-oc-financial-leasing-app.md) [++**How to create new customer**++](https://iao.atlassian.net/wiki/display/OAD/Customer+creation+in+OC+Financial+Leasing+App) [++**How to do basic setup of OneCore Financial Leasing App**++](https://docs.one-core.com/onecore-apps-docs/how-to-do-basic-setup-of-oc-financial-leasing-app.md) [++**How to send customer reports**++](https://docs.one-core.com/onecore-apps-docs/customer-reports-in-oc-financial-leasing-app.md) [++**Dashboard**++](https://docs.one-core.com/onecore-apps-docs/dashboard-of-financial-leasing-app.md) --- language: "en" --- # Apps cumulative update 2024/02 **Released:**05.02.2024 **Apps versions:** Core Transact App: 1.4.3.1 OneCore Loans App: 1.5.2.0 ## New features | **Functional area** | **Description** | **ID** | |------------------------------|--------------------------------------------------------------------------------------------------------------------------------|--------| | OneCore Loans App - contract | We have expanded the number of characters in the **Customer No., Original Customer No.** and **New Customer No.** fields to 20 | 16443 | | OneCore Loans App - general | The OneCore Loans App is available in **Danish language** | | --- language: "en" --- # Apps cumulative update 2024/05 **Released:**22.05.2024 **Apps versions:** Core Transact App: 1.4.4.1 ## New features | **Functional area** | **Description** | **ID** | |---------------------------------|-----------------------------------------------------------------------------------------|--------| | OneCore Transact App - finance | Posting a **zero installment**in the payment calendar | 18311 | | OneCore Transact App - contract | **Contract dimension** on the individual invoice is assigned from the relevant contract | 18682 | --- language: "en" --- # Apps cumulative update 2024/07 **Released:**15.07.2024 **Apps versions:** Core Transact App: 1.4.6.0 New features | **Functional area** | **Description** | **ID** | |------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| | OneCore Transact App - setup | **Payment Terms Source** for Individual Invoices - the possibility to choose whether the individual invoice reflects a payment term from the **customer** or from the **contract** | 19139 | --- language: "en" --- # Apps cumulative update 2024/11 ## **Released:** **App version:** OneCore CORE Transact Express: OneCore Financial Leasing App: OneCore Loans App: OneCore Rental App: ## Bug fixing |-----|--------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| | No. | **Functional area** | **Description** | **ID** | | 1. | Calculator lines (FL, L) | If we change relative and absolute values in Calculator lines and click on Update button we see recalculated values in calculator lines. Clicking on New Calculation button resets values to default (it means abs values resets to zero and rel values resets to one for all unposted lines). In case we click on Finish button, values are brought to Payment Calendar. | 20418 | | 2. | Payment terms (FL, L) | Payment terms code is not longer editable in payment caledar. For changing payment terms is allowed perform this change in particular contract statuses as follows: * Calculation -\> Signed -- change can be done directly on Financing Card modifying the field Payment Terms Code. Calculation Updated boolean is turned to NO and to see changes in payment calendar, Complete Calculation button must be triggered. User is also notified by warning message in Payment calendar if recalculation was not done yet: "Financing calculation is not updated." From here can be started recalculation directly. * Active, Suspend, Closing, Settling, Archived -- the Payment Terms Code field is not editable | 20558 | | 3. | Rent Item Card (Rental) | During creation of Rent item offers function Import items with settings **only those items which have boolean Rent Item = Yes.** | 20975 | | 4. | Contract changes (FL, L) | Change Principal Wizard is visible only if Status is Active. | 21751 | | 5. | Contract statuses (FL, L) | We changed the allowance of status sequence. Currently we are allowed change status as follow: Calculation → Send Offer (changes status to Offer), Archive Contract (changes status to Archived) Offer → Send to Approval (changes status to Waiting for Approval), Archive Contract (changes status to Archived) Waiting for Approval → Approve Contract (changes status to Approved), Archive Contract (changes status to Archived) Approved → Sign Contract (changes status to Signed), Archive Contract (changes status to Archived) Signed → Activate Contract (changes status to Active), Archive Contract (changes status to Archived) Active → Suspend Contract (changes status to Suspend), Early Termination of Contract (changes status to Closing) Suspend → Activate Contract (changes status to Active), Early Termination of Contract (change status to Closing) Closing → Settling of Contract (changes status to Settling), Archive Contract (changes status to Archived) Settling → Archive Contract (changes status to Archived) Archived → we are not allowed to changed status of archived contract | 22133 | | 6. | Proper Contract Termination (FL, L) | Extended functionality related to Proper Contract Termination for Loans and Financial Leasing App has been developed. It is possible automatically change Active Contract into status Closing via process Proper Contract Termination. Function searches all active contracts, (where *Expected Termination Date \<= Workdate - No. of Days Before Contract Termination),* and based on enabled controls (can be turned ON in*OneCore Setup/Proper Termination)* ***system is checking*** **Payment Posting, Residual Value Posting, Individual Invoice Posting and Payment Balance.** All contracts that have been reviewed by this task are stored into **Proper Contract Termination Log**. In case some condition related to active controls are not met, error detail appears in Proper Contract Termination Log. From Closing state can be contract manually Archived (Financing Card/Change Status/Archive). | 21975 | | 7. | Financial Leasing with Residual Value (FL) | Bugfix - Negative interest has been calculated in Financial Leasing with setup Calendar month ON and Residual value \> 0. | 22070 | | 8. | Change Principal Amount (L) | Change Principal Amount was hidden for Signed contracts. | 22442 | | | | | | --- language: "en" --- # Apps cumulative update 2025/01 ## **Released:** **App version:** OneCore CORE Transact Express: OneCore Financial Leasing App: OneCore Loans App: OneCore Rental App: ## Bug fixing |-----|----------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| | No. | **Functional area** | **Description** | **ID** | | 1. | Loans App | Bugfix for changing financing periods via wizard. | 23297 | | 2. | Financial Leasing App, Loans App | The Calculation button on the Financing List and the Financing Card was renamed to **Complete Calculation.** Functionality has been changed in order to keep entered relative and absolute values. After pressing Complete Calculation, system will check whether there is an explicitly specified abs or rel value Calculator Lines. If no, the contract is recalculated. If there is, it will display a message: The Calculation function cannot be used because there are absolute or relative parts in the calculation lines. Recalculate the Contract via Calculation Lines. " If user wants to follow with recalculation, **Finish**button in Calculator lines must be pressed. Next control of the contract is following: If contract status \>=Active: it will be displayed a message "The detailed status of contract ...contract number...is ...status.... Calculation update cannot be carried out." If user wants to follow with recalculation, **Finish**button in Calculator lines must be pressed. | | | 3. | | | | | 4. | | | | | 5. | | | | | 6. | | | | | 7. | | | | | 8. | | | | | | | | | --- language: "en" --- # Apps cumulative update 2025/02 ## **Released:** **App version:** OneCore CORE Transact Express: OneCore Financial Leasing App: OneCore Loans App: OneCore Rental App: ## Bug fixing |-----|----------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| | No. | **Functional area** | **Description** | **ID** | | 1. | Financial Leasing App | Bugfix of auto recalculation of active contract after changing of fin. parameters | 22677 | | 2. | Financial Leasing App | Caption correction in wizard Change Financing Parameter | 22686 | | 3. | Financial Leasing App, Loans App | For Financial Leasing App has been added following fields on Financing card\> * Posted Invoice Count - field showing number of posted invoices belonging to the current contract. Clicking on this field shows filtered list of invoices * Invoice Count - field showing number of created not posted invoices belonging to the current contract. Clicking on this field shows filtered list of invoices For Financial Leasing App and Loans App have been added following fields on Financing Card\> * Posted Credit Note Count - field is showing number of posted credit notes belonging to the current contract. Clicking on this number opens list of posted credit notes belonging to this contract * Credit Note Count - field is showing number of created but not posted credit memos belonging to the current contract. Clicking on this number opens list of created unposted credit notes belonging to this contract Note\> Posted invoice count and invoice count already exist in Loans App | 22453 | | 4. | Financial Leasing App, Loans App | Correction of functionality Legal Forms: * Contact Card - new field where is possible to choose among 3 options: * Legal Entity * Individual Entrepreneur * Individual Non-Entrepreneur * Customer Card - read only field Legal Form with information about selected Legal Form coming from Contact Card * Wizard for creation of new loan, financial leasing - based on selected legal form in first field is filtered list of available customers * Contract Documents - based on Customer Legal Form is automatically assigned list of defined documents into Financing Card/Contract Documents * Customer Transfer - possible to transfer contract only to Customer with the same Legal Form as it was on original contract | 22890 | | 5. | | | | | 6. | | | | | 7. | | | | | 8. | | | | | | | | | --- language: "en" --- # Apps cumulative update 2025/03 ## **Released:** **App version:** OneCore CORE Transact Express: OneCore Financial Leasing App: OneCore Loans App: OneCore Rental App: ## Bug fixing |-----|----------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| | No. | **Functional area** | **Description** | **ID** | | 1. | Financial Leasing App | Bugfix - control for missing object was during activation process. Control was moved while changing state from Waiting to Approval to Approved. Now we are not able to Approve contract without object. | 23777 | | 2. | Financial Leasing App, Loans App | While using Copy Calculation button were relative values of original contract copied into the contract copy but absolute values not. Bugfix - absolute and relative values from calculator list of original contract are copied into contract copy. | 23704 | | 3. | Financial Leasing App, Loans App | Bugfix for Calculation Updated button. If the user changes the value of the Payment Terms Code field on Financing Card and the contract status is \<= Active, then the boolean Calculation Updated = No. | 22675 | | 4. | Rental App | Bugfix for package inserting process. While package inserting into rent there was not correct rent item type. | 23683 | | 5. | Financial Leasing App, Loans App | After change the value of the field "Calculation Starting Date" on the Financing Card is done a check to see if all ABS=0 and REL=1. If not, an error message will pop up: "ABS and REL parts in Financing Calculation were modified, change is not possible." and the change will not be saved. | 23676 | | 6. | Rental App | Added a check during the final rental invoicing process (manual and mass) that all invoices/credit notes that enter into invoicing process are posted. If any document is not posted, then error is displayed and final invoicing process is not finished. | 23776 | | 7 | Financial Leasing App, Loans App | Change Contracts Payment Terms process is finishing after fix successfully and data are loaded from Financial Product. | 24401 | | 8 | Loans App | Adding events | 24452 | | | | | | --- language: "en" --- # Apps cumulative update 2025/06 ## **Released:** **App version:** OneCore CORE Transact Express: OneCore Financial Leasing App: OneCore Loans App: OneCore Rental App: ## New Dev |-----|-----------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| | No. | **Functional area** | **Description** | **ID** | | 1. | Financial Leasing App | Lease of Items - new functionality which is allowing user to choose between lease of items or lease of fixed assets. In OneCore Setup is possible to change default setup of Object Source which is Fixed Assets to Item. We added functionality Release Item, Release Fixed Asset on Item and Fixed Asset Card to reuse an object which is blocked in calculation in case contract activation will not be realized. To notice the status of an Item or Fixed asset there was added new field Status for Financing with values: Available - object is not assigned to any contract Reserved - object was assigned to financing Active - financing is activated or suspended Closed - financing is closing or archived | 25489 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- language: "en" --- # Apps cumulative update 2025/07 ## **Released:** **App version:** OneCore CORE Transact Express: OneCore Financial Leasing App: OneCore Loans App: OneCore Rental App: ## New Dev |-----|---------------------|----------------------------------------------------------------------------------------------------------------------------------------------------|--------| | No. | **Functional area** | **Description** | **ID** | | 1. | Loans App | Bugfix - when creating Loan (annuit model) with different Part Payment Period than month, it was not possible to change calculation starting date. | 25588 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- language: "en" --- # Apps cumulative update 2025/08-09 ## **Released:** **App version:** OneCore CORE Transact Express: 1.6.1.0 OneCore Financial Leasing App: 1.7.1.0 OneCore Loans App: 1.6.1.0 OneCore Rental App: 1.3.1.0 ## New DEV, Bugfixing |-----|--------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| | No. | **Functional area** | **Description** | **ID** | | 1. | Loans App Financial Leasing App | Hidding Correction column in Onecore Posting Setup as no functionality was linked. | 26908 | | 2. | Loans App | Error fixing to change start date of the loan. | 25588 | | 3. | Loans App Financial Leasing App Rental App | In OC apps are filtered out contract and displayed only those functionalities and settings that are directly related to the given application. | 23766 | | 4. | Loans App Financial Leasing App | It is possible to perform reverse status change from Closing to Active, from Settling to Closed and then to Active, from Suspend to Active. It is not possible to change the status from Archived to the previous status. | 25866 | | 5. | Loans App Financial Leasing App | Added control on Update and Finish button in Calculator Lines: if Calendar Month = ON, when changing the first installment in the calculator, a message will appear during Update and Finish: "REL part on the first line cannot be 0". | 24426 | | 6. | Rental App | In Rent Module Setup were hidden fields which were link to any functionalities * Order Dimension (10, Code\[20\]) * Serial Number Dimension (11, Code\[20\]) * Group Dimension (12, Code\[20\]) | 26951 | | 7. | Financial Leasing App | **SveaSolar** - event publication | 27912 | | | | | | --- language: "en" --- # Apps cumulative update 2026/01 ## **Released:** **App version:** OneCore CORE Transact Express: 1.6.3.0 ## New features |-----|---------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| | No. | **Functional area** | **Description** | **ID** | | 1. | Loans App Financial Leasing App | Financial Payment Posting modification. Financial Payment Posting batch (Report 70080880) has been modified. It is possible to run it manually as before. Now, there is also a possibility to run it via Job Queue Entries - in this case it will post payments with Posting Date =\< sysdate. | 41643 | | | | | | --- language: "en" --- # Apps cumulative update 2026/09 ## **Released:** **App version:** OneCore CORE Transact Express: 1.6.3.2 ## New features |-----|---------------------|----------------------------------------|--------| | No. | **Functional area** | **Description** | **ID** | | 1. | Loans App | Possibility to post zero payment line. | 62239 | --- language: "en" --- # Apps Cumulative updates --- language: "en" --- # Apps Major release 2024 wave 1 ## Daily loans * Creation of short-term loans for contracts with the Interest calculation model. * For contracts with a duration of a few days, turn on the daily interest and calendar month function * In the Expected Termination Date field, enter the desired termination date * For these types of loans, you can make various changes ## Mass interest changes from a specific day * The ability to change the interest rate on multiple contracts in bulk from a specific date * This type of change can be made on contracts where the financing product code is interest payment and daily interest is switched on ## Bug fixing | **Functional area** | **Description** | **ID** | |---------------------|---------------------------------------------------------------------------------------------------------|--------| | Contract | The problem with saving multiple attachments is solved | 17085 | | Contract | Translation of the button into English (Financial Settlement) - correction | 17494 | | Calculation | Adjustment of the interest calculation for quarterly and annual repayments at the turn of the leap year | 18226 | --- language: "en" --- # Apps Major release 2024 wave 2 **Released:** 24.10.2024 **App version:** OneCore CORE Transact Express: 1.4.6.0 OneCore Financial Leasing App: 1.4.0.2 OneCore Loans App: 1.5.4.0 OneCore Rental App: 1.2.0.1 ## Bug fixing |-----|--------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| | No. | **Functional area** | **Description** | **ID** | | 1. | Payment calendar (FL, L) | If the principal balance is changed, the API Change Principal Wizard save this value not only in the calculator but also **in the last charged line of the payment calendar**. Rows are correctly recalculated taking the "Change Principal Amount" into account. | 20548 | | 2. | Financial leasing wizard (FL) | Filter added to the wizard for Financial leasing creation to show only available assets. | 20520 | | 3. | Rent before return (Rental) | There was a fixed formula for the tile "Rent before return". For filtering is now taken into consideration the **Work date** which is set in Settings decreased by number of days which are set in field **Rent before return days** (this field can be found in Rent Module Setup). In case of change the no. of days before return, the number displayed on tile can be updated after page reload. In case of testing environment is needed rollcentrum update (CTRL + F5). | 20872 | | 4. | Customer change (FL, L) | Change customer wizard does not include the button **Show financing card** anymore. In case there is **Proposal** status in fast tab **Contract transfer** and user enter **Customer Change Wizard** , the system alerts the user that status needs to be changed to continue. User clicks on OK button and closes wizard manually to change the status from **Proposal** to **Approved**. | 20661 | | 5. | Factbox (Rental) | Fact box of the page Rent card was updated with new information. There is possible to see now Invoiced amount, screen was added some additional data into the fact box: * Total Rent Amount, which is calculating rent amount for all rented items * Invoiced Amount, which is calculating the amount of posted invoices for rent * Units Count - Beginning * Units Count - End * Consumed Units * Free Units * Posted Units * Price per Consumed Unit * Price per Posted Units | 17386 | | 6. | Financial Leasing contract (FL) | In case Financial leasing calculation was created via wizard without selecting object, values inserted in wizard: Object Description, Principal amount, Service, Insurance, Residual value are transferred into Object Lines in case it was entered during leasing creation. | 20273 | | 7. | Blocked item (Rental) | If we change "Blocked" to YES on the Item level, the Boolean "Rent Item" is changed to NO and the "Rent item" button will be manually not possible to edit unless the user changes the blocked value to NO. If item is not blocked, the user can decide whether the rent item value will be YES or NO. | 20930 | | 8. | Rental Setup (Rental) | Usage of some fields in Rental Setup has been adjusted. Fields: **Warranty - Discount % , Internal Reservation Nos. , Internal Rent Nos.** have been hidden from Rent Module Setup, because it does not have further usability within the OC Rental app. **Reason Code for Invoice** - this code is now visible on screen Posted Sales Invoice / Cred. Memo and Sales Invoice / Cred. Memo. Mechanic Resource Group setup has now a usage in Rent lines, where is possible to select Rent Item Apposition \[Mechanic\] and insert delivery date and time and also Rent Item Pickup \[Mechanic Code\] with pickup date and time. Mechanic code is automatically populated. It works in a way that during creation of Resources we assign Mechanic Resource group. Then when creating new Reservation or Rent we are able to select created resources from the group which is selected in setup into already mentioned fields. | 20869 | | 9. | Change Principal Amount (L) | In case there is defined default value of **Service Amount** and **Insurance Amount** in a **Financial Product** definition. These values won't be brought to the contract (in status calculation, offer, waiting for approval, approval) after change of Principal Amount. | 21257 | | 10. | Payment calendar (FL, L) | User is not allowed to make a **posting cancellation** of the payment which is not the last one. **Error message appears:**"Payment Calendar Line cannot be canceled, there is the next posted line on Financing Contract No. 2021000019" | 20491 | | 11. | Rent Item Card (Rental) | During creation of Rent item offers function Import items with settings **only those items which have boolean Rent Item = Yes.** | 20975 | | 12. | Guarantees (FL, L) | Fast tab **Guarantees** was hidden from financing card. This section was useless because it was not linked to main Guarantee function and data inserted here were not saved into Contract Guarantees List. From **Contract Guarantee object Card**function was hidden Boolean Financed object because in app we do not use catalog during creation of Loans. | 20559 | | 13. | Mass invoicing rental (Rental) | 1. it is not possible to "Make Rent" or "Release" from a reservation that has no lines. In this case an error appears: **"Reservation .. has no items."** A reservation which has no lines can be deleted via the trash icon. 2. it is not possible to make a "Release" for a rent which is in status "New" that does not contain any lines. A warning will appear: **"Rent .. has no items."** This rent can be deleted by clicking on the trash can icon. 3. mass invoicing started by task **70502803 - Mass Invoicing Rental (Job queue entries)** skips rents that are in the state "Released" and "Finished" **with no lines** and make an invoice for the next entry, it means this batch job will not fail on empty rent 4. mass invoicing started by the task **"Mass Invoicing Rental"** skips rents that are in the state "Released" and "Finished" with no lines and make an invoice for the next record, it means this batch job will not fail on empty rent 5. if there are empty rents created in the past that are in "Finished" or "Cancelled" status, we have the option **to delete them with the trash icon** button or via page rent list "Delete" button or using option "Delete" hidden under three dots placed next to Rent no. | 19995 | | 14. | Extraordinary payment wizard (L) | Extraordinary payment wizard was hidden from**Home** menu, because it works the same way as Change Principal Amount wizard. There was hidden section **Action/Changes** where was placed the function "Extraordinary payment wizard" | 21265 | | 15. | Agreed Payment Amount (FL, L) | *"Agreed payment amount"* was hidden from **Financing product page, Financial card page** and from the wizard **Create Calc. Wizard CRE**because this functionality does not have any further usage in OC App at the moment. | 19627 | | 16. | General terms and conditions (FL, L) | We hided column "Proper termination fee" as there is not developed functionality for invoicing proper termination fee for closing contracts. | 21417 | | 17. | Import Items, FA (rental) | We added confirmation messages in order to notify user that import function run successfully (import function is placed under Actions\>Rent Items\>Actions\>Import \>Import from Item \>Import from Fixed Asset | 20958 | | 18. | APR calculation (FL, L) | Fix for APR calculation. | 20522 | | 19. | No-object FL calculation (FL) | In case Financial leasing calculation was created via wizard without selecting object, values inserted in wizard: Object Description, Principal amount, Service, Insurance, Residual value are transferred into Object Lines in case it was entered during leasing creation. | 20723 | | 20. | Proper contract termination (FL, L) | Filter for tile Ending contracts has been adjusted. There are visible active a closing contracts, where Expected Termination Date \<= WorkDate + No. of Days Bef ore Contract Term. We added also the confirmation message to confirm, that processing of the task Proper contract termination has been finished. | 20954 | | 21. | Payment calendar (FL) | In case we have a residual value, in payment calendar was service fee displayed in residual value line instead of payment line | 21889 | | | | | | --- language: "en" --- # Apps Major release 2025 wave 1 ## Bug fixing |---------|----------------------------------------------|-------------------------------------------------------------------------------------------|--------| | **No.** | **Functional area** | **Description** | **ID** | | 1. | Financial Leasing App | Bugfix of report Early Termination Calculation where were wrong calculations. | 22698 | | 2. | Financial Leasing App, Loans App, Rental App | Modification of upgrade scripts in core, Loans App, Financial Leasing App and Rental App. | 25023 | | 3. | Financial Leasing App, Loans App | Documentation update | | --- language: "en" --- # Apps Major release 2025 wave 2 ## Bug fixing/New dev OC Apps OneCore Rental App: 1.3.2.0 OneCore CORE Transact Express: 1.6.2.0 OneCore Financial Leasing App: 1.7.2.0 OneCore Loans App: 1.6.2.0 |---------|---------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| | **No.** | **Functional area** | **Description** | **ID** | | 1. | FL App, Loans App | Blocked in payment calendar has been hidden due to missing usability | 26021 | | 2. | FL App | After deleting line in approved FL contract is now possible to recalculate payment calendar. | 26454 | | 3. | Rental App | Modifying buttons on Rent Card/Lines In the New state were functions hidden, in Released state Edit Rent Days was hidden due to missing functionality, in the Cancelled, Finished, Invoiced states were functions hidden | 25870 | | 4. | FL App | Modifying reports Financial Leasing Contract a Financial Leasing Early Termination Calculation in order to work with functionality Lease of Items | 26452 | | 5. | FL App, Loans App | While changing values in Financial Calculator was boolean Calculation Updated unchanged. Boolean sign Calculation Updated changes after changing values in calculator. | 24369 | | 6. | Rental App | Edited notification while Finishing Whole Rent and while Rent Item Change | 26029 | | 7. | Loans App | Fin. Settlements functionality - added field Status, modification of the button Recalculate to New Calculation, added button Financial Settlements and modification of the functionality Cancel button | 25861 | | 8. | Loans App, FL App | After cancelling an invoice via Cancel button in Payment Calendar was added sign Cancelled = Yes on original invoice | 28651 | | 9. | Rental App | The value of the Deposit field from the Pricelist is transferred to the Deposit for Rent field into Rent Card. The field has been moved next to the Pricelist Code. | 23313 | --- language: "en" --- # Apps Major releases --- language: "en" --- # Bulk changes in OC Financial Leasing App In Financial Leasing App you can make change mass changes across multiple contracts only in few easy steps. * **Processing/Financial Payment Posting** * Payment Posting * Financial Payment Posting * Task processes rows with the filter Blocked=false. * Open **Processing** /**Changes**, and then choose the type of change: * Change Contracts Financing Rate * Change Contracts Payment Terms * For detailed information about bulk changes, see attached video, which describes the *process of making mass changes* [https://www.youtube.com/watch?v=LPYMrWzxQNM\&list=PLGrwYyCxmp1RjVv_gk7TzUZpOnhoOUDot\&index=20](https://www.youtube.com/watch?v=LPYMrWzxQNM&list=PLGrwYyCxmp1RjVv_gk7TzUZpOnhoOUDot&index=20) For making these changes sucessfull, you have to define the same parameters as the contract has. If not, you will see Error ## **Follow up:** [++**How to create active contract**++](https://docs.one-core.com/onecore-apps-docs/active-contract-creation-in-oc-financial-leasing-app.md) [++**How to work with contract changes**++](https://docs.one-core.com/onecore-apps-docs/contract-changes-in-oc-financial-leasing-app.md) [++**How to work with early termination**++](https://docs.one-core.com/onecore-apps-docs/early-termination-of-contract-in-oc-financial-leasing-app.md) --- language: "en" --- # Bulk changes in OC Loans App In Loans App you can make mass changes across multiple contracts only in few easy steps: * **Processing/Financial Payment Posting** * Payment Posting * Financial Payment Posting * Task processes rows with the filter Blocked=false. * **Processing/Changes** * Change Contracts Financing Rate * Mass financing rate change from a specific date * In case of change the financing rate from a specific date, following parameters must be met * Financing Calculation Model: Interest Payment * Daily Interest on Contract: ON * Daily Interest in Change Contracts Financing Rate Wizard: ON * Define Valid From (Daily Interest Only) from which the change applies * Define New Financing Rate * At the end, the system displays information about the number of changed contracts * For unchanged contracts, open the Change Error Log with details of the failure. * Change Contracts Payment Terms * Change Error Log * to see the whole process watch following video: ## **Follow up:** [**How to create contract**](https://docs.one-core.com/onecore-apps-docs/contract-activation-in-oc-loans-app.md) [**How to work with contract changes**](https://docs.one-core.com/onecore-apps-docs/contract-changes-in-oc-loans-app.md) [**How to work with early termination**](https://docs.one-core.com/onecore-apps-docs/early-termination-of-contract-in-oc-loans-app.md) --- language: "en" --- # Calculation creation in detail This chapter describes the process of calculation creation in detail via wizard for creation new Financial Leasing. We prepared [video](https://www.youtube.com/watch?v=KVxt9PiHW3s) to show you how to create new financing. **Calculation creation** To create new Financial Leasing you can use 2 possibilities : * Main Action menu * menu New/Create New Financing * Customer menu * from Customers Card * menu Home/Create New Financial Leasing **Calculation creation wizard** The system opens wizard with 4 steps: 1. Step * Legal Form * Defines customers legal form (entrepreneur, non-entrepreneur, Legal Entity) * Customer * The list of customers filtered based on the selected value in the Legal Form field * We are able to select: * Legal Entity * Only customers who have set Legal Form = Legal Entity and the Contact Related Type = Company will be displayed * Individual Non-Entrepreneur * Only customers who have set Legal Form = Individual Non-Entrepreneur and the Contact Related Type = Company will be displayed * Individual Entrepreneur * Only customers who have set Legal Form = Individual Entrepreneur and the Contact Related Type = Company will be displayed. * It is not necessary to select Customer from the list in this step * Customer Name * Filled automatically based on selected Customer * If Customer is empty, then we add only Customer Name to continue * Sales Person Object identification * FA No. * Selection of Fixed Asset to be financed * Editable only if Object Source = Fixed Asset (OneCore Setup) * Not necessary to select during calculation creation * Item No. * Selection of Item to be financed * Editable only if Object Source = Item (OneCore Setup) * Not necessary to select during calculation creation * Object Description * The name of the Item or Fixed Asset selected in previous field taken from Item Card or Fixed Asset Card * Name is mandatory even Item No./ FA No. is not filled 2. Step * Financing Product Code * FL type with predefined default financing parameters (e.g. Series No., Calendar Month ON/OFF, default Financing period, default Rates, default Fees) or invoicing parameters (Posting Groups, Payment Terms). * For more information please see [How To Create Financing Product](https://docs.one-core.com/onecore-apps-docs/financing-product-creation-in-oc-financial-leasing-app.md). * Part Payment Period * Month, Quarter, Half Year, Year * Financing period (in Months) * If defined on Product level, then filled automatically * Purchase Price * If filled on Fixed Asset/Item level, then filled automatically * Down Payment % * Fill manually the percentage of Down Payment * Down Payment amount is then calculated automatically * Down Payment * Fill manually the amount of Down Payment * Down Payment percentage is then calculated automatically * Financed Amount * Calculated value * Residual Value * If filled on Fixed Asset level, then filled automatically otherwise insert Residual Value amount manually * Payment Amount Excl. Tax * Calculated field 3. Step * Initial Fee * Fee for Issuing the Financial Leasing * Separate invoice is automatically issued after the FL is activated * Service per Financing Period * If filled on Fixed Asset/Item level, then filled automatically * Fee for Service, part of installment * Insurance per Financing Period * Fee for Insurance, part of installment * If filled on Fixed Asset/Item level, then filled automatically * Financing Rate - Cost * Rate comes automatically from product matrix * Not editable * Financing Rate - Margin * Rate comes automatically from product matrix * Editable * Financing Rate - Total * Calculated field * Not editable * Payment Amount Excl. Tax * Calculated field 4. Step Summary: * Expected Termination Date * Initial Fee * Anuit * Insurance * Service * Payment Amount Excl. Tax * Total Amount After completing wizard is selected object set as Reserved. ## **Follow up:** [**How to create calculation in general**](https://docs.one-core.com/onecore-apps-docs/calculation-creation-in-oc-loans-app.md) [**Set Up Calculation**](https://iao.atlassian.net/wiki/display/OAD/Calculation+set+up+in+OC+Loans+App) [**How to create new customer**](https://docs.one-core.com/onecore-apps-docs/contact-and-customer-creation-in-oc-loans-app.md) [**How to create financing product**](https://docs.one-core.com/onecore-apps-docs/financing-product-creation-in-oc-loans-app.md) [**How to work with approval process**](https://iao.atlassian.net/wiki/display/OAD/Approval+process+in+OC+Loans+App) --- language: "en" --- # Calculation creation in OC Loans App Loan creation starts with Calculation creation. Currently we have 2 ways for calculation creation a) via wizard, for more details please follow [**Calculation creation via Wizard**](https://docs.one-core.com/onecore-apps-docs/calculation-creation-via-wizard.md) b) via Copilot, for more details please follow[**Calculation creation via Copilot**](https://docs.one-core.com/onecore-apps-docs/calculation-creation-via-copilot.md) After calculation creation is displayed Financing Card, which is described separately in chapter [Financing Card](https://docs.one-core.com/onecore-apps-docs/financing-card-in-loans-app.md) ## **Follow up:** [**How to create calculation in detail**](https://docs.one-core.com/onecore-apps-docs/calculation-creation-via-wizard.md) [**Set Up Calculation**](https://iao.atlassian.net/wiki/spaces/OAD/pages/33095938) [**How to create new customer**](https://docs.one-core.com/onecore-apps-docs/contact-and-customer-creation-in-oc-loans-app.md) [**How to create financing product**](https://docs.one-core.com/onecore-apps-docs/financing-product-creation-in-oc-loans-app.md) [**How to work with approval process**](https://iao.atlassian.net/wiki/display/OAD/Approval+process+in+OC+Loans+App) [**How to work with contract changes**](https://docs.one-core.com/onecore-apps-docs/contract-changes-in-oc-loans-app.md) --- language: "en" --- # Calculation creation via Copilot This chapter describes the process of calculation creation via Copilot, chat-based generative AI interaction tool from Microsoft. ## Calculation creation Copilot function is available on multiple places across the application. We are able to create new calculation from Financing List: ![create with copilot.png](https://docs.one-core.com/__attachments/a_a68a3b5b6c16a52fb02c9308c738db66db9f9aac5f456cce8f57e84754cf9dff/create%20with%20copilot.png?cb=fd4dab2018908bd8bff59815cb48d19a) Following window is opened where we can enter prompt: ![image-20250325-191236.png](https://docs.one-core.com/__attachments/a_a4e8a1c31444d930033a7c7f6ee5c7fde599d00f1555b2a484aaf58d46893b9b/image-20250325-191236.png?cb=991f1cb26c844a5d7bcd12a8e581b738) To create new Loan you can use following prompts: * *Create calculation for Relecloud for 100000 EUR and period of 48 months.* * *Create calculation for 100000 EUR and period of 2 years. Customer will be Relecloud.* ![2nd .png](https://docs.one-core.com/__attachments/a_f167ac0e1db8605c963de1d05790a3598c90b928c161ceca8c492c596762065a/2nd%20.png?cb=ee8adeb19a3cb1fcd3c5bc81e2715450) After confirming data with Generate button, there is displayed following preview of the calculation: ![Screenshot 2025-03-25 201624.png](https://docs.one-core.com/__attachments/a_8c7554218c6b042e95f7809188e742891ce8bf43b4041fe0441d00d74196d569/Screenshot%202025-03-25%20201624.png?cb=70c26fe51e931e8bb644b39909915a19) When Keep it, system creates new line in Financing List ![3rd.png](https://docs.one-core.com/__attachments/a_a79690156da92668076f728b6b00ff359af85877ba40ffd4e9e59d204e20c341/3rd.png?cb=8ff8282803ab9e0676b95cc6ff842f2a) It is recommended to use Copilot only when we use single Financing Product. --- language: "en" --- # Calculation creation via Wizard This chapter describes the process of calculation creation in detail. To realizing calculation via Wizard is necessary to hold on four following steps, which you can find out in video below: **Calculation creation** To create new Loan you can use 2 possibilities : * Main Action menu * menu New/Create New Loan * Customer menu * from Customers Card * menu Home/Create New Loan **Calculation creation wizard** The system opens wizard with 4 steps: 1. Step * Legal Form * Defines customers legal form (entrepreneur, non-entrepreneur, Legal Entity) * Customer * The list of customers filtered based on the selected value in the Legal Form field * We are able to select: * Legal Entity * Only customers who have set Legal Form = Legal Entity and the Contact Related Type = Company will be displayed * Individual Non-Entrepreneur * Only customers who have set Legal Form = Individual Non-Entrepreneur and the Contact Related Type = Company will be displayed * Individual Entrepreneur * Only customers who have set Legal Form = Individual Entrepreneur and the Contact Related Type = Company will be displayed. * Sales Person * Used for person created the Loan * Maximal Principal Amount * Maximum pre-approved Loan Amount 2. Step * Financing Product Code * Loan type with predefined default Financing paramaters as Validation, Series No, Calculation parameters(Calendar Month, Calculation method, Financing period, Rates, Fees) or Invoicing (Posting Groups, Payment Terms). * For more information please see [How To Create Financing Product](https://docs.one-core.com/onecore-apps-docs/financing-product-creation-in-oc-loans-app.md). * Payment Due Date * Part Payment Period * Financing period - Month, Quarter, Half Year, Year * Principal Amount * Initial Fees * Fees for Issuing the Loan * separate invoice is automatically issued after the loan is approved * Service per Financing Period * Service amount is calculated in Payment Calendar * Insurance per Financing Period * Insurance amount is calculated in Payment Calendar 3. Step * Financing Rate - Cost * Rate comes automatically from product matrix * Editable * Financing Rate - Margin * Rate comes automatically from product matrix * Editable * Financing Rate - Total * Calculated field * Not editable * Payment Amount Excl. Tax 4. Step Sumarization * Expected Termination Date * Initial Fee * Anuit * Insurance * Service * Payment Amount Excl. Tax * Total Loan Amount --- language: "en" --- # Calculator Lines in Financial Leasing App **Abs and Rel change** In Financial Leasing App you have ability to change absolute and relative values of individual installments manually via Financing Contract/Home/Calculator Lines. After opening the page, we have buttons in upper part of the screen: * Update * This button recalculates changes done within calculator lines (e.g. in Abs, Rel, etc.) * After updating lines are new values visible in Calculator Lines/Lines * New Calculation * This button forgets manually entered values * New Calculation button resets Abs and Rel into the DEFAULT values * Mass Change Abs Rel * Simple wizard to change multiple installments (e.g. from installment 1 to installment 6 will be abs value 0) * Clicking on Finish button (3rd step of the Wizard) save changes and recalculate Payment Calendar * Finish * If the result (seen in lines after Update) meets user expectation, changes can be transferred into the Payment Calendar by pressing the Finish button. * This action also recalculates the Payment Calendar **General fast tab** * Contract No. * Information coming from Financing Card * Part Payment Due Date * Information coming from Financing Card * Principal Amount * Information coming from Financing Card * Financing Rate - Total * Information coming from Financing Card * Customer Name * Information coming from Financing Card * No. of Payments * Information coming from Financing Card **Calculator Lines** In lower part of the screen are placed Lines, where is possible to enter desired values in order to create. We are allowed to modify only lines which are not posted yet. * Changing Abs value adjusts the annuity amount by the value entered in the abs column * Changing Rel value adjust the annuity amount following * entering 0, anuity will be 0 * entering 2, anuity will be doubled * Example: * We changed absolute value of 7th line and relative value of 9th line. * To see recalculated values we click on Update button. * Anuit was increase above the absolute value and relative change to zero updated anuit to zero. * To make this change visible in payment calendar we need to confirm changes with Finish button. ![image-20241107-112733.png](https://docs.one-core.com/__attachments/a_f952deb4a94cab9ff51484a3f7c11d6fedde2740ab51a91d8fac495308238216/image-20241107-112733.png?cb=e438669f9d957050f8546390ad6c8d5f) After performing any changes in Lines is sign "Calculation Updated" changed to NO to notify user that calculation must be performed. * Internal Abs * Internal Abs does not have a usage in Financial Leasing * More is under [Calculator Lines in OC Loans App](https://docs.one-core.com/onecore-apps-docs/calculator-lines-in-oc-loans-app.md) * Calculation Line Changes * Function is available just for Interest Calculation model * More is under [Calculator Lines in OC Loans App](https://docs.one-core.com/onecore-apps-docs/calculator-lines-in-oc-loans-app.md) Control on Update and Finish button in Calculator Lines: if Calendar Month = ON, when changing the first installment in the calculator, a message will appear during Update and Finish: "REL part on the first line cannot be 0". --- language: "en" --- # Calculator Lines in OC Loans App **Abs and Rel change** In Loans App you have ability to change absolute and relative values of individual installments manually via Financing Contract/Home/Calculator Lines. After opening the page, we have buttons in upper part of the screen: * Update * This button recalculates changes done within calculator lines (e.g. in Abs, Rel, etc.) * After updating lines are new values visible in Calculator Lines/Lines * New Calculation * This button forgets manually entered values * New Calculation button resets Abs and Rel into the DEFAULT values * Mass Change Abs Rel * Simple wizard to change multiple installments (e.g. from installment 1 to installment 6 will be abs value 0) * Clicking on Finish button (3rd step of the Wizard) save changes and recalculate Payment Calendar * Finish * If the result (seen in lines after Update) meets user expectation, changes can be transferred into the Payment Calendar by pressing the Finish button. * This action also recalculates the Payment Calendar **General fast tab** * Contract No. * Information coming from Financing Card * Part Payment Due Date * Information coming from Financing Card * Principal Amount * Information coming from Financing Card * Financing Rate - Total * Information coming from Financing Card * Customer Name * Information coming from Financing Card * No. of Payments * Information coming from Financing Card **Calculator Lines** In lower part of the screen are placed Lines, where is possible to enter desired values in order to create. We are allowed to modify only lines which are not posted yet. * Changing Abs value adjusts the annuity amount by the value entered in the abs column * Changing Rel value adjust the annuity amount following * entering 0, anuity will be 0 * entering 2, anuity will be doubled * Example: * We changed absolute value of 7th line and relative value of 9th line. * To see recalculated values we click on Update button. * Anuit was increase above the absolute value and relative change to zero updated anuit to zero. * To make this change visible in payment calendar we need to confirm changes with Finish button. ![image-20241107-112733.png](/__attachments/a_9ac07824bca68023d2b38a44983b8392fd344165937932c79804777ec9ce5cd0/image-20241107-112733.png?cb=e438669f9d957050f8546390ad6c8d5f) After performing any changes in Lines is sign "Calculation Updated" changed to NO to notify user that calculation must be performed. * Specifics of Interest Calculation model * Internal Abs * Internal Abs are used when there is an extraordinary payment done in **Loans Interest Model**. * Internal Abs value behaves in the calculator similar as Abs values. * The extra payment must be stored in non-editable way in calculator to be consistent with entries in the Financing Changes table. * The user still has the option to work with the open absolute value of the installment. * Total is then the sum of both values. ![image-20241107-124340.png](/__attachments/a_dd5f432d707ffc8653d96ff9fe24edea959c0f41c5ccffb3cfc4b4b249883f0f/image-20241107-124340.png?cb=5ef129f8d1c899bb19bc2e59ff767358) ![image-20241107-124457.png](/__attachments/a_dbb06db7d4ff053431e033034467cf184a6708247b005ca02a70f9ace758ff59/image-20241107-124457.png?cb=db91246590089aa025960bf12f784a6c) * Days * No. of days between Date From a Date To are displayed when Daily Interest is ON * Include to Interest * Interest Amount is with this choice moved to Deferred Interest and posted on Deffered Interest account set in OneCore posting setup * Include to Principal * Interest Amount is with this choice moved to Principal Amount with negative sign * Calculation Line Changes * To see financing contract changes can be called function Calculation Line Changes placed in Calculator Lines (selection of particular line is needed) * Function is available just for Interest Calculation model * Just select certainty row column and click on button Calculation Line Changes ![image-20241107-125624.png](/__attachments/a_60086e58b8632c09eff70b5381811fcbc8fad8fbd2ad2054e30fb652e667ae4f/image-20241107-125624.png?cb=f85eb97853ae6e26492416aa2a0582ed) Financing Contract Changes and Calculation Line Changes functions are available only for interest financing model.You can change absolute and relative values only on **unaccounted** and **unpaid** installments. To personalize your notifications please use function My Notifications. ![notifications.png](https://docs.one-core.com/__attachments/a_9260bb111a9020833270273b1c727d5e0ddb65e9d2a22d036f1a4e221274b364/notifications.png?cb=61f65a41e672fcce665daa784a5e633b) Control on Update and Finish button in Calculator Lines: if Calendar Month = ON, when changing the first installment in the calculator, a message will appear during Update and Finish: "REL part on the first line cannot be 0". ## **Follow up:** [**How to change financing rate**](https://docs.one-core.com/onecore-apps-docs/financing-rate-change-in-oc-loans-app.md) [**How to change financing period**](https://docs.one-core.com/onecore-apps-docs/financing-period-change-in-oc-loans-app.md) [**How to change principal amount**](https://docs.one-core.com/onecore-apps-docs/principal-amount-change-in-oc-loans-app.md) [**How to work with early termination**](https://docs.one-core.com/onecore-apps-docs/early-termination-of-contract-in-oc-loans-app.md) [**How to work with bulk changes**](https://docs.one-core.com/onecore-apps-docs/bulk-changes-in-oc-loans-app.md) --- language: "en" --- # Change Financial Parameters in OC Financial Leasing App Steps to change financial parameters on Active Contract * Find the Contract, on which you want to change *financial parameters*, on dashboard click on Active tile and choose the Contract * On Financing Card find section Object Lines * Click on button FH FA Lines Subform in case you work with Fixed Assets (Object Source = Fixed Assets) and then Change Financial Parameters * Click on button FH Item Lines Subform in case you work with Items (Object Source = Items) and then Change Financial Parameters * Enter new values for Principal Amount, Service, Insurance or Residual Value * Then click on Next and Finish. Note: After these changes is recalculation of the contract realized automatically. All of the changes you made will be reflected in the Calculator Lines, Financing Contract Changes and Payments Calendar. ## **Follow up:** [**How to work with contract changes**](https://docs.one-core.com/onecore-apps-docs/contract-changes-in-oc-loans-app.md) [**How to change financing rate**](https://docs.one-core.com/onecore-apps-docs/financing-rate-change-in-oc-loans-app.md) [**How to change principal amount**](https://docs.one-core.com/onecore-apps-docs/principal-amount-change-in-oc-loans-app.md) [**How to work with early termination**](https://docs.one-core.com/onecore-apps-docs/early-termination-of-contract-in-oc-loans-app.md) [**How to work with bulk changes**](https://docs.one-core.com/onecore-apps-docs/bulk-changes-in-oc-loans-app.md) --- language: "en" --- # Change log set up in OC Financial Leasing App You can enable the Change Log in Business Central so you have a history of activities. The log is based on changes that are made to data in the tables that you track. In the change log, entries are chronologically ordered and show changes that are made to the fields on the specified tables. The change log collects all changes that are made to the table. ## **Follow up:** [**How to do basic setup of OneCore Loans App**](https://docs.one-core.com/onecore-apps-docs/how-to-do-basic-setup-of-oc-loans-app.md) [**How to set up posting**](https://docs.one-core.com/onecore-apps-docs/posting-setup-in-oc-loans-app.md) [**How to work with contract changes**](https://docs.one-core.com/onecore-apps-docs/contract-changes-in-oc-loans-app.md) --- language: "en" --- # Change log set up in OC Loans App You can enable the Change Log in Business Central so you have a history of activities. The log is based on changes that are made to data in the tables that you track. In the change log, entries are chronologically ordered and show changes that are made to the fields on the specified tables. The change log collects all changes that are made to the table. ## **Follow up:** [**How to do basic setup of OneCore Loans App**](https://docs.one-core.com/onecore-apps-docs/how-to-do-basic-setup-of-oc-loans-app.md) [**How to set up posting**](https://docs.one-core.com/onecore-apps-docs/posting-setup-in-oc-loans-app.md) [**How to work with contract changes**](https://docs.one-core.com/onecore-apps-docs/contract-changes-in-oc-loans-app.md) --- language: "en" --- # Charge memo in OC Loans App Finance Charge Memo is a possibility how to charge interest for overdue invoices to relevant customers. Steps to use Finance Charge Memo: * Create Finance charge term via function Finance Charge Terms * standard function, some documentation can be found on MS Learn [Set Up Finance Charge Terms - Business Central \| Microsoft Learn](https://learn.microsoft.com/en-ca/dynamics365/business-central/finance-setup-finance-charges) (without guarantee) * Finance Charge Term specify how Finance Charge Memos would be calculated * Creation of Finance Charge term: * **Code** * Short code - name of charge term * **Description** * Interest Calculation * Open Entries * Closed Entries * All Entries * Interest Calculation Model * Average Daily Balance * Balance Due * Interest Rate * Fill the rate and period for this rate -- e.g. 1,5 % monthly * Interest Period (days) * Fill the rate and period for this rate -- e.g. 1,5 % monthly * Minimum Amount * From which amount you want to Issue Charges Memo * If there is 0 the system calculates charges from all due items without amount condition * If 10 the total of calculated charges must not be less than 10 * Additional Fee * To add to the Finance charges also some additional fees e.g. some Issue Fees * Appears in the last line of prepared Charges memo * fill the G/L account for posting these fees * Grace Period * Due Date Calculation * Line Description * You can also use the placeholders that are shown in MS learn to automatically insert related values in the resulting finance charge memo text. * Post Interest * Post Additional Fee * Add. Line Fee in Interest * Assigned this term to all relevant customers * Customer Card/tab Payments/Fin. Charge Terms Code * Create Finance Charge Memo MANUALY for single Customer via Customer Card/Actions/New Document/Finance Charge Memo: * Finance Charge Memo has header and lines as e.g. invoice: * Select Posting and Document Date * To which date are charges calculated * Check the Finance Charge Term * Make sure there is assigned Fin. Charge Term Code * Can be changed if needed * Check the Due Date for issued Charges Memo * Calculate charges by batch Suggest Fin. Charge Memo Lines * Finance Charge Card/Actions/Function/Suggest Fin. Charge Memo Lines * The system offers items and calculate the charges according to the selected parameters and Finance Charge Term * Offered items could be edited or deleted from the Finance Charge Memo Lines. * Created Finance Charge Memo could be issued * Actions/Issuing/Issue ![image-20250407-082641.png](/__attachments/a_9b3b14f4f84e9bb2a024fb871addf0fe20bc90a57c035fd1ebf826b62b64ab2a/image-20250407-082641.png?cb=f7ac756ef5f9b13564e71e86173ac346) * Create Finance Charge Memo *AUTOMATICALLY* * Use function Finance Charged Memo * Under Home is function Create Finance Charge Memo * It is typically used to generating finance charge memos for all customers ![image-20250407-083604.png](/__attachments/a_13be552e447fc77b914070177cde1e9990cc7055b43d3c5b72b7afe9eb7ae73c/image-20250407-083604.png?cb=edb8149586f4d29418a0605fa3313178) You can also use reminders and charge the interest in reminders. **Follow up:** [**How to set up posting**](https://docs.one-core.com/onecore-apps-docs/posting-setup-in-oc-loans-app.md) [**How to create reminder in general**](https://docs.one-core.com/onecore-apps-docs/reminders-in-oc-loans-app.md) [**How to create reminder in detail**](https://iao.atlassian.net/wiki/spaces/OAD/pages/edit-v2/32997899?draftShareId=3cb7b53b-356e-457b-ba2a-3148e6e63321) --- language: "en" --- # Contact and Customer creation in OC Financial Leasing App For working in business is necessary to register and evidence your customers. In Financial Leasing App you have ability to **create new customers**directly via customer card, but we recommend to create new contact and then from contact can be created other entities - Customer, Vendor, Bank. * Steps to create new Contact * click on list Contacts, situated at the top of Dashboard * Empty Contact Card is opened * Numbering has been created automatically (automatic numbering setup) * We enter necessary information about Contact * Name * enter company name * Type of Contact * Company (possible to create financing) or Person (not possible to create financing) * Legal Form * there are available 3 options: * Legal Entity, * Individual Entrepreneur, * Individual Non-Entrepreneur * Fill Communication details * Steps to create a Customer from Contact * Create Customer directly from Contact Card via Actions \> Functions \> Create as \> Customer * Create Vendor or Bank the same way * Once Customer is created from this contact, values from Contact Card are copied to Customer Card. * Open Customer Card and add additional information about a customer, like Posting Details, Payment Terms * Gen. Bus. Posting Group * described in [Posting setup in OC Financial Leasing App](/onecore-apps-docs/posting-setup-in-oc-financial-leasing-app.md) * For example, this could define different groups for different location of customers or suppliers (like "Domestic" or "Export"). * VAT Business Posting Group * Specifies the customer's VAT specification to link transactions made for this customer * In setup for Tax Business Posting Group are inserted VAT Rates based on combination of VAT Bus. Posting Group and VAT Prod. Posting Group * There are following fields: * VAT Bus. Posting Group * VAT Prod. Posting Group * Description * Blocked * Specifies if this particular combination of VAT Bus. Posting Group and VAT Prod. Posting Group is blocked * Tax identifier * Tax % * VAT Calculation Type with values Normal Tax, Reverse Charge, Full Tax, Sales Tax * Customer Posting Group * The Customer Posting Group is used to classify customers based on their type of transactions, such as sales or payment methods, for proper accounting * It defines which accounts (accounts receivable) will be used when posting transactions related to a particular customer. * It's a way of grouping customers based on how they should be accounted for in the ledger. * From Customer Card is possible to create new Financial Leasing. * In case we create new Financial Leasing from Customer Card, appropriate Legal Form will be populated automatically with Customer Name into related fields. For guide, how to fill each important field in Customer Card, see attached video. [**Contact creation (MS Learn) without garancy**](https://learn.microsoft.com/en-us/dynamics365/business-central/marketing-create-contact-companies) [**Contact setup (MS Learn) without garancy**](https://learn.microsoft.com/en-us/dynamics365/business-central/marketing-setup-contacts) --- language: "en" --- # Contact and Customer creation in OC Loans App For working in business is necessary to register and evidence your customers. In Loans App you have ability to **create new customers**directly via customer card, but we recommend to create new contact and then from contact can be created other entities - Customer, Vendor, Bank. * Steps to create new Contact * click on list Contacts, situated at the top of Dashboard * Empty Contact Card is opened * Numbering has been created automatically (automatic numbering setup) * We enter necessary information about Contact * Name * enter company name * Type of Contact * Company (possible to create financing) or Person (not possible to create financing) * Legal Form * there are available 3 options: * Legal Entity, * Individual Entrepreneur, * Individual Non-Entrepreneur * Fill Communication details * Steps to create a Customer from Contact * Create Customer directly from Contact Card via Actions \> Functions \> Create as \> Customer * Create Vendor or Bank the same way * Once Customer is created from this contact, values from Contact Card are copied to Customer Card. * Open Customer Card and add additional information about a customer, like Posting Details, Payment Terms * Gen. Bus. Posting Group * described in [Posting setup in OC Loans App](/onecore-apps-docs/posting-setup-in-oc-loans-app.md) * For example, this could define different groups for different location of customers or suppliers (like "Domestic" or "Export"). * VAT Business Posting Group * Specifies the customer's VAT specification to link transactions made for this customer * In setup for Tax Business Posting Group are inserted VAT Rates based on combination of VAT Bus. Posting Group and VAT Prod. Posting Group * There are following fields: * VAT Bus. Posting Group * VAT Prod. Posting Group * Description * Blocked * Specifies if this particular combination of VAT Bus. Posting Group and VAT Prod. Posting Group is blocked * Tax identifier * Tax % * VAT Calculation Type with values Normal Tax, Reverse Charge, Full Tax, Sales Tax * Customer Posting Group * The Customer Posting Group is used to classify customers based on their type of transactions, such as sales or payment methods, for proper accounting * It defines which accounts (accounts receivable) will be used when posting transactions related to a particular customer. * It's a way of grouping customers based on how they should be accounted for in the ledger. * From Customer Card is possible to create new Loan. * In case we create new Loan from Customer Card, appropriate Legal Form will be populated automatically with Customer Name into related fields. For guide, how to fill each important field in Customer Card, see attached video. [**Contact creation (MS Learn) without garancy**](https://learn.microsoft.com/en-us/dynamics365/business-central/marketing-create-contact-companies) [**Contact setup (MS Learn) without garancy**](https://learn.microsoft.com/en-us/dynamics365/business-central/marketing-setup-contacts) --- language: "en" --- # Contract activation in OC Loans App Before creating Active Contract you need to create Calculation via Role Centrum Loans\>Actions\>New\>Create New Loan. For more information use link [**How to create calculation**](https://docs.one-core.com/onecore-apps-docs/calculation-creation-in-oc-loans-app.md). Then the process of transferring status from *Calculation* to *Active Contract* is simple: **Financing Card/Change Status** * We are allowed to change status sequence following: * Calculation → Send Offer (changes status to Offer), Archive Contract (changes status to Archived) * Offer → Send to Approval (changes status to Waiting for Approval), Archive Contract (changes status to Archived) * Waiting for Approval → Approve Contract (changes status to Approved), Archive Contract (changes status to Archived) * Approved → Sign Contract (changes status to Signed), Archive Contract (changes status to Archived) * Signed → Activate Contract (changes status to Active), Archive Contract (changes status to Archived) * Active → Suspend Contract (changes status to Suspend), Early Termination of Contract (changes status to Closing) * Suspend → Activate Contract (changes status to Active), Early Termination of Contract (change status to Closing) * Closing → Settling of Contract (changes status to Settling), Archive Contract (changes status to Archived) * Settling → Archive Contract (changes status to Archived) * Archived → we are not allowed to changed status of archived contract * We are allowed to perform also reverse status changes * Closing → Activate Contract (changes status to Active) * Suspend → Activate Contract (changes status to Active) * Settling → Early Termination of Contract (changes status to Closing) * Basic contract statuses are displayed on Dashboard * Clicking on particular tile shows filtered contracts with this status, e.g. under tile Active can be found all active contracts. * Once you activate your contracts, you can post installments in Payments Calendar in two ways: * Manually * for separately posting use menu Home/Payment Calendar and click to the button Post. * Invoice is created and Payment Balance increases. * You can also cancel posted invoice. * Mass posting of installments * To post installments filtered by selected parameters use Processing\>Financing Payment Posting\>Post. ![HowTo_Create_Contract5.png](https://docs.one-core.com/__attachments/a_3371662c469dbf7ceb5fad68109969dca8417d624a558d19385b0611efae4140/HowTo_Create_Contract5.png?cb=f799aca713030dc1f43758a999a8c0cf) ## **Follow up:** [**How to create calculation in general**](https://docs.one-core.com/onecore-apps-docs/calculation-creation-in-oc-loans-app.md) [**How to work with contract changes**](https://docs.one-core.com/onecore-apps-docs/contract-changes-in-oc-loans-app.md) [**How to create reminder in general**](https://docs.one-core.com/onecore-apps-docs/reminders-in-oc-loans-app.md) --- language: "en" --- # Contract changes in OC Financial Leasing App **Navigation:** * [Financing period change in OC Financial Leasing App](https://docs.one-core.com/onecore-apps-docs/financing-period-change-in-oc-financial-leasing-app.md) * [Financing rate change in OC Financial Leasing App](https://docs.one-core.com/onecore-apps-docs/financing-rate-change-in-oc-financial-leasing-app.md) * [Change Financial Parameters in OC Financial Leasing App](https://docs.one-core.com/onecore-apps-docs/change-financial-parameters-in-oc-financial-leasing-app.md) * [Contract Transfer in OC Financial Leasing App](https://docs.one-core.com/onecore-apps-docs/contract-transfer-in-oc-financial-leasing-app.md) --- language: "en" --- # Contract changes in OC Loans App In Loans App you are able to make changes on contracts. But it's also important to know the **places/reports**, where changes will be reflected. In attached video you will see how the changes you've made will take effect. Note: To see general contract changes we can use function Financing Contract Changes, which is available for Interest Model. For any contract is available Contract Change History under Related. ## **Follow up:** [**How to change financing period**](https://docs.one-core.com/onecore-apps-docs/financing-period-change-in-oc-loans-app.md) [**How to change financing rate**](https://docs.one-core.com/onecore-apps-docs/financing-rate-change-in-oc-loans-app.md) [**How to change principal amount**](https://docs.one-core.com/onecore-apps-docs/principal-amount-change-in-oc-loans-app.md) --- language: "en" --- # Contract Transfer in OC Financial Leasing App In general can happen the situation, when the customer requests for transfer of the contract to another customer. In Financial Leasing App it's possible to realize **Contract transfer to another customer** in easy steps, shown in video below. Note: In case there is Proposal status in fast tab Contract Transfer and user enter Customer Change Wizard, system alerts the user that status needs to be changed in order to continue. User clicks on OK button and closes wizard manually to change the status from **Proposal** to **Approved**. During Contract Transfer process we are able to choose only such replacer which have the same legal form as original customer. --- language: "en" --- # Contract Transfer in OC Loans App In general can happen the situation, when the customer requests for transfer of the contract to another customer. In Loans App it's possible to realize **Contract transfer to another customer** in easy steps, shown in video below. Note: In case there is Proposal status in fast tab Contract Transfer and user enter Customer Change Wizard, system alerts the user that status needs to be changed in order to continue. User clicks on OK button and closes wizard manually to change the status from **Proposal** to **Approved**. During Contract Transfer process we are able to choose only such replacer which have the same legal form as original customer. --- language: "en" --- # Customer reports in OC Financial Leasing App The main reports/documents - offer, contract and payment calendar are available in Calculation and Contract status as well. All of them can be modified and designed with your logo, company details, etc. **Reports in Calculation status** * In Calculation status you find reports in Financing Card, in section Reports. * Offer * Contract * Payments Calendar **Reports in Active Contract status** * In Active Contract you find: * Offer * Contract * Payments Calendar * Early Termination Request * within the process of early termination of the contract you will find report named Early Termination Request. **Reports in Closing Contract status** * In addition to Offer, Contract and Payments Calendar you can also see in *Closing Contract* status: * Early Termination Calculation * Available in case when customer requests for early termination of the financed object and wants to see the rest of outstanding payments which must pay. * Offer * The Offer could be sent or print by menu Reports - Offer. * Payment Calendar * The Payment Calendar could be sent or print by menu Reports - Payment Calendar. * Contract * The Contract could be sent or print by menu Reports - Contract. ## **Follow up:** [++**Financing Overview Reports**++](https://docs.one-core.com/onecore-apps-docs/financing-overview-reports-in-oc-financial-leasing-app.md) [++**How to create new customer**++](https://iao.atlassian.net/wiki/display/OAD/Customer+creation+in+OC+Financial+Leasing+App) [++**How to create reminder in general**++](https://iao.atlassian.net/wiki/display/OAD/Reminders+in+general+in+OC+Financial+Leasing+App) --- language: "en" --- # Customer reports in OC Loans App * In Calculation status you find reports in Financing Card, in section Reports: * Offer * Contract * Payments Calendar Clicking on button Create Attachments you find concretely report in the table Attachments. In OneCore Setup set reports you want to save in the attachment table. * In Active Contract status you find: * Offer * Contract * Payments Calendar * Payments Calendar Changes Overview * Available for Interest Model * It's the place where you can see interventions with the basis of the contract. * Principal and Financing Rate Changes * Available for Annuit Model * It's the place where you can see interventions with the basis of the contract. * Loan Statement * Available only for interest calculation model * An overall overview for the customer, what is valid and what influenced his payments. * Early Termination Request * Within the process of early termination of the contract you will find report named Early Termination Request. * In Closing Contract status: * Early Termination Calculation * Available in case when customer requests for early termination of the contract and wants to see the rest of outstanding payments which must pay. ## **Follow up:** [**How to create new customer**](https://docs.one-core.com/onecore-apps-docs/contact-and-customer-creation-in-oc-loans-app.md) [**How to work with contract changes**](https://docs.one-core.com/onecore-apps-docs/contract-changes-in-oc-loans-app.md) [**Financing overview reports**](https://docs.one-core.com/onecore-apps-docs/financing-overview-reports-in-oc-loans-app.md) --- language: "en" --- # Daily loans in OC Loans App In the Loans App, you can work not only with long-term but also with short-term loans. These usually last less than one month, just a few days. For the creation of such type of contracts it is necessary to observe: * Financing Calculation Model = Interest Payment * Calendar Month switched on * Daily Interest switched on * Financing Period (in Months) = 1 Then, in the Expected Termination Date field, select the desired termination date for this contract. ![daily_loans.png](https://docs.one-core.com/__attachments/a_9b41ddcfc27deb3b4c7b1d7bb2290237e16ddb9236f3afea65990fd5779e06a4/daily_loans.png?cb=5b330b618653c10c826ec941534c3367) --- language: "en" --- # Dashboard of Financial Leasing App For working in Financial Leasing App you need to be well-versed in this space. The video below describes basic functions situated on Dashboard that you will use and also *main setting* (e. g. Role, Work Date, Region, Language). * It's important to know, that you can set up the design of dashboard according to your requirements by clicking on the button **Personalise**. ![Financial_Leasing_Personalize_1.png](https://docs.one-core.com/__attachments/a_61562d0a8cf30ffb4db1132d2527bdd9503b84f409f9a1463ef88a13ccc824e2/Financial_Leasing_Personalize_1.png?cb=ad509c0eeb21196ad6d607140e9a9c22) * By clicking and moving *red triangles* you can situated field anywhere you want. * After finishing your changes, click on button **Done**. ![Financial_Leasing_Personalize_2.png](https://docs.one-core.com/__attachments/a_60e2d2cbb2268e268377ea5e357e86ea53960f5e746039c66f64373fa8f01543/Financial_Leasing_Personalize_2.png?cb=3055b0bb8630cc585326dfc9bffce338) * ## **Follow up:** [++**How to do basic setup of OneCore Financial Leasing App**++](https://docs.one-core.com/onecore-apps-docs/how-to-do-basic-setup-of-oc-financial-leasing-app.md) [++**How to create new customer**++](https://iao.atlassian.net/wiki/display/OAD/Customer+creation+in+OC+Financial+Leasing+App) [++**How to create new object**++](https://docs.one-core.com/onecore-apps-docs/object-creation-in-oc-financial-leasing-app.md) [++**How to create new financial leasing**++](https://iao.atlassian.net/wiki/x/G4AcAg) [++**How to create active contract**++](https://iao.atlassian.net/wiki/x/KIAcAg) [Next Page](https://docs.one-core.com/llms-full.txt/1)