Contract Function (Buttons)

On the overview or contract card, there are options (buttons) that open overviews or trigger various functions.

Below is a brief description – a detailed description of some functions may be provided in other PDs.

Create

• Create Contract from Calculation

  • The meaning has been explained in the special chapter Calculation Transition to Contract

  • The button is visible only if the detailed contract status says Calculation=And not otherwise.

• Create Invoice

  • The user can use this button to create an individual invoice for the contract (e.g. for a fee)

  • Explained in detail in Fakturace prodej.

• Create Fin. Charge Memo

  • It is used to create a penalty invoice for the contract

  • The process is described in detail in the Vymáhání pohledávek.

  • The button is visible only if Calculation=N is on the detailed contract status.

• Create Financial Settlement

  • The button is visible only if Calculation=N is on the detailed contract status.

  • It is used to create a financial settlement of the contract, described in detail in the Finanční vypořádání.

• Copy Calculation/Contract

  • The meaning has been explained in a special chapter.

• Create Multi Calculations

  • The meaning has been explained in a special chapter Creating Multi Calculation

Elements

They open the relevant reports, always with a filter for the contract number.

Contract Services – this button is visible only for contracts with Financing with Services=A.

Alterations

They are used for changes to the contract – detailed description in the Změny smlouvy.

Costing

The meaning of the fields is explained in the chapter Payment Calendar.

Show Multi Calculation is described in chapter Creating Multi Calculation.

Related

They open the relevant reports, always with a filter for the contract number.

Some are group buttons, below them are other options:

• History

  • Contract Transfer History

    • See for description Změny smlouvy, chapter Contract Transfer

  • Contract Change History

    • See for description Změny smlouvy

• Operative leasing

  • The button is displayed only for contracts with Financing with Services=A.

  • Under the Operative leasing button, there are the following options:

  • Master Agreement

    • Opens the list of framework agreements with a filter to the framework agreement number that is entered in the leasing agreement

  • Contractual Mileage

    • Opens the Contract Mileage History overview

  • Maintenance Permissions

    • Opens the contract service permission list

  • Odometer Status History

    • Opens the Contract Odometer Status History overview. For a detailed description see Katalog předmětů

• Finance

  • Unposted Individual Invoices

    • Opens the list of unposted individual invoices for the contract, see Fakturace prodej

  • Unreleased Finance Charge Memos

    • Opens the list of unissued finance charge memos for the contract, see Vymáhání pohledávek

  • Customer Balance History

    • Opens the list of customer entries

  • Contract Balance History

    • Opens the list of customer entries with a filter to the contract number

  • G/L Entries

    • Opens G/L entries with filter to Global Dimension 2=Contract No.

Compositions

For a description of generating printouts, see the following chapters.

Deletion of Calculation (Contract)

Deletion of the calculation (contract) can be done by pressing the Delete button on the list of contracts or on the contract tab.

At the push of a button, the system executes:

• You will be asked "Delete.. Contract No.... Customer number?"

  • if the user confirms No, the message is closed and does not continue.

  • if the user confirms Yes, it continues.

• Check the detailed status of the contract:

  • If the detailed contract status has the flag Change without Protocol=N, an error will display the message "It is not possible to change contract .... in detailed status... ich change copy is required." and will not allow it to continue.

  • If Change without Protocol=Y, it continues.

• Checks if the contract has a posted transaction in accounting (via Global Dimension 2):

  • if it does, it will display the message "Contract cannot be deleted. System contains posted items belonging to this contract." a nepovolí posečovať

  • If it doesn't, it continues.

• Performs a service status check on the contract (if the contract has one). If their status is Active or higher, they will not allow you to delete the contract.

• Performs object check - if the contract status on the object is Active or higher, it will not allow deletion.

• Performs an insurance check - if the policy has been reported to the insurance company via online reporting, it will not allow you to delete it.

If they have passed all checks, the contract will be deleted.