The purpose of this document is to document the description of the general settings and the filling of the general code lists. The description of the settings does not have to be complete, the document contains only selected code lists. Other code lists can also be described in PD for individual areas (e.g. Item Catalogue, Product, Price Lists, etc.).
Navigation:
-
Setting up the system... -
User Setup -
OneCore Setup -
Contract with Services Setup -
Financed Object Setup -
Detailed Contract Statuses -
Detail Object Statuses -
Insurance Product And Status Relation -
Contract Service And Detail Status Relation -
Default values for Create calculation wizards -
Early Termination Reasons -
Printout Definition -
Proper Termination Contract Printout Setup -
Print Queue Setup -
Guarantee Category -
Guarantee Type -
Guarantee Valuation Methods -
Guarantee Usage Methods -
Guarantee Object Classifications -
Cadastral Territory -
Contract Change Types -
Contract Change Reasons -
Contract Change Queue Batch -
Credit Limit Kinds -
REFI Codes -
Contract Documents -
MOT CHECK Validity -
Unacceptable Odometer Status -
Simple Insurance -
Simple Service -
Insurance Commision -
Approval Process - Settings -
Finance Charge - Settings
History:
|
Date |
Revised section |
Responsible person |
|
4.2.2021 |
Create a document |
Tomáš Nagy |
|
24.2.2021 |
Update to BC17 |
Tomáš Nagy |
|
4.3.2021 |
Contract Documents |
Tomáš Nagy |
|
25.3.2021 |
Configuration Workbook |
Tomáš Nagy |
|
1.4.2021 |
Updating User Settings |
Tomáš Nagy |
|
20.4.2021 |
Deleting REFI parameters |
Tomáš Nagy |
|
23.4.2021 |
Editing the Configuration Workbook |
Tomáš Nagy |
|
6.5.2021, 17.5.2021 |
Modifying the Printout Definition |
Tomáš Nagy |
|
28.5.2021 |
Editing Det. States and Transients |
Tomáš Nagy |
|
31.05.2021 |
MOT deadlines, odometer status |
Marie Burgetová |
|
2.6.2021 |
Contract Change Queue Sheet |
Tomáš Nagy |
|
2.6.2021 |
General Posting Group Relation and HF type |
Iveta Jančová |
|
28.6.2021 |
Modification of financing product type, reasons for changes |
Tomáš Nagy |
|
16.7.2021 |
Addition of descriptions tab. Contract with Service Setup |
Miroslava Šašiková |
|
28.9.2021 |
Addition of OneCore Setup and API Printout Definiton modifications |
Tomáš Nagy |
|
30.9.2021 |
Addition of Eraly Termination Reason |
Tomáš Nagy |
|
18.10.2021 |
Adjust Contract with Service Settings |
Tomáš Nagy |
|
22.10.2021 |
Simple Service & Insurance Rates |
Tomáš Nagy |
|
10.11.2021 |
Addition of Status and Insurance Product Relation and Detailed Status and Services Relation |
Marie Burgetová |
|
11.01.2022 |
Check when deleting detailed contract status |
Marie Burgetová |
|
8.2.2022 |
Addition of settings for FIV |
Miroslava Šašiková |
|
21.3.2022 |
Addition of User Setup |
Tomáš Nagy |
|
28.3.2022 |
Addition of Guarantee Type |
Tomáš Nagy |
|
7.4.2022 |
Modification of Def. Messenger det.st. (p. Type of change) |
Tomáš Nagy |
|
8.4.2022 |
OneCore Setup Modification (Orders) |
Tomáš Nagy |
|
13.04.2022 |
Contract with Service Setup-Trip Cancellation for Bonus Invoicing |
Marie Burgetová |
|
31.05.2022 |
Detailed status of the "change copy" and service permission |
Marie Burgetová |
|
18.08.2022 |
Insurance Commissions |
Marie Burgetová |
|
25.08.2022 |
Addition to the description OC Settings |
Miroslava Šašiková |
|
14.10.2022 |
REFI Code Addition |
Tomáš Nagy |
|
19.12.2022 |
Addition Description Decisive day for posting payments |
M. Šašiková |
|
11.01.2023 |
CR103 – Insurance Product and Status Relation – new field |
Marie Burgetová |
|
04.04.2023 |
Addition of Fields for Approval Setup |
Ľudmila Pružinská |
|
14.4.2023 |
Addition of description fields Setup with service |
M. Šašiková |
|
17.4.2023 |
General revision of the document |
Silvia Kalmová |
|
25.4.2023 |
Modifying the Configuration Worksheet |
Tomáš Nagy |
|
28.8.2023 |
Modify Allowed Drilldown State Transitions |
Tomáš Nagy |
|
28.09.2023 |
Úprava tabuľ Set OneCore – pridanie polí pre riadenie opportunít v OC |
Robert Takáč |
|
06.10.2023 |
Addition of settings for proper termination of contracts |
Ľudmila Pružinská |
|
20.11.2023 |
Addition of the user's right in insurance – change in the insurance contract rate |
Marie Burgetová |
|
20.12.2023 |
Addition of OneCore Settings – functionality Luxury Tax CZ localization |
Monika Dluhošová |
|
1.2.2024 |
Addition of OneCore Settings – Tolerance for Invoicing from SPK |
Monika Dluhošová |
Abbreviations used:
|
Abbreviation |
Description |
|
SEY |
Seyfor, a.s. |
|
BC |
Microsoft Dynamics 365 Business Central |
|
FIV (FS) |
Financial settlement |
|
PD |
Product Documentation |