To create a calculation and/or a financing contract, use the Create Calculation/Contract Wizard (for contracts without services) or the Create Calculation with Services Wizard (contracts with services).
If documents are defined for a given type of financing product in the Documents to be approved table, the OC will copy those documents for the calculation/contract that have:
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In the Legal Form Filter the same value as the customer's legal form
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They have Valid From=< Workdate <=Valid To
On the Financing Contract form, in the Related section, there is a Contract Documents button.
After pressing the button, the Contract Documents form for approval opens. If documents for a given legal form were defined in the Product Type, or if they were also valid, the system created them for the given contract.
Field:
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Type
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Fills in the OC automatically:
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When creating a record on the calculation/contract, add "Contract"
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Hidden field
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Number
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Fills in the OC automatically:
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When creating a record on the calculation/contract, he/she fills in the calculation (contract) number
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Hidden field
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Document Code
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Field Description in Product Management
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Non-editable
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Description
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Field Description in Product Management
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Non-editable
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Legal Form Filter
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Field Description in Product Management
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Hidden field
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Detail Status Filter
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Field Description in Product Management
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Non-editable
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Delivered
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The user changes the value if the backerant has delivered the document
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Editable
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Shipment Date
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The user enters the delivery date of the document
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Editable
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Scope of delivery
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The field has the values Empty, Complete, Partial
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Enter manually if the user wants to record whether the document is delivered in full or in part (e.g. with errors).
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Approved
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Editable if Delivered=A, Delivery Date is filled in and the user has the right to approve documents (in User Settings the value of the field Enable Approval of Documents=A)
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Note
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Editable, the user can enter a text note for the document
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Approved ID
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Fills in the system automatically when set to Approved = A
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Deletes the system automatically when set to Approved = N
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Non-editable
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Approval Date and Time
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Fills in the system automatically when set to Approved = A
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Deletes the system automatically when set to Approved = N
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Non-editable
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If the user wants to set the detailed status:
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and in User Settings it has Allow changing detailed status without approving documents = N
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and does not have an approved document, the OC displays a message, or does not allow to change the detailed status of the contract: "Changing the detailed status cannot be performed. The contract has an unapproved document."
If the user wants to set the detailed status:
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and in User Settings it has Allow changing detailed status without approving documents = And
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and does not have an approved document, the OC displays a message asking if the user wants to continue: "The contract has an unapproved document. Do you want to continue?"
Approval of documents is done by the user by entering the data for the document one by one:
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If the user has the Enable document approval = N flag in User Settings, when entering the Approved value, the OC will display a message that the user does not have the right to change the Approved field: "User ...... does not have the right to change the Approved field!"
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If a user has the Enable document approval = A flag in User Settings, they can fill in the data one by one. When set to Approved=Yes, the OC automatically fills in the Approved ID and the Approval Date and Time.
Copying a calculation, creating a contract from a calculation
The contract documents are transferred in their entirety to the new entity as part of copying or creating a contract from the calculation.
Create a change copy, variation and transfer it
As part of these functionalities, the contract documents will be transferred in their entirety to the new entity.