The purpose of this document is to describe the functionalities in the area of offer calculation with services for the user. Main areas:
-
Calculation/Contract Form
-
Object Creation
-
Entering services
-
Entering Insurance Contracts
There are two ways to create a calculation or contract in the system:
-
Using wizard to create an offer with services
-
Copying an existing calculation or contract
Before creating a calculation/contract, it is necessary to set up the product and price lists, which is described in the relevant documentation (Nastavení Business, Finanční produkty a ceníky služeb, etc.).
The following chapters describe the functionalities related to the Financing with Services contract (Financing with Services=Y contract flag).
Navigation:
-
Creation Calculation With Services -
Object Configuration, Standard, Optional, Additional Equipment -
Financed Object Card. -
Calculation Inputs -
Creation of Insurance Contracts, Which Enter Into Financing Instalments, Insurance Contract List -
Creating Pre-Insurance -
Creation Insurance Individual Contracts (No Enter Into Financing Instalments). Insurance Individual Contract List -
Contract Services -
Calculation/Contract Form -
Creation Calculation/Contract By Copying -
Quote_Approval -
Transition Calculation To Contract. -
Customer Comments/Contract Comments -
Calculation Sublimit And Excess Rates -
Contract_Guarantee -
Payment_Calculation -
Payments_Calendar -
Aliquot Payment At The Beginning Of The Contract -
Automatic Contract Extension -
Contract_Profitability -
Attachments. -
Multi_Calculations -
Contract_Documents -
Contract Documents Approving and Change the Detailed Status. -
APR_Calculation -
IRR_Calculation
History:
|
Date |
Revised section |
Responsible person |
|
26.2.2021 |
Create a document |
Tomáš Nagy |
|
26.2.2021 |
Start of update to BC17, addition of contract guarantee |
Tomáš Nagy |
|
1.3.2021 |
Service Updates, Contract Cards |
Tomáš Nagy |
|
3.3.2021 |
Description of spl. dregs. Contracts, functions on the Contracts tab |
Tomáš Nagy |
|
4.3.2021 |
Multi Calculation |
Tomáš Nagy |
|
10.3.2021 |
Attachments |
Tomáš Nagy |
|
18.3.2021 |
Modifications to the sml. and Yearly Mileage |
Tomáš Nagy |
|
1.4.2021 |
Addition of the chapter Service Correction |
Tomáš Nagy |
|
9.4.2021 |
Contract Profitability |
Tomáš Nagy |
|
2.6.2021 |
Adding a field for periodic recalculations |
Tomáš Nagy |
|
3.6.2021 |
Adding information to create a calculation input |
Iveta Jančová |
|
14.6.2021 |
Added adjustments for reinvoiced services |
Tomáš Nagy |
|
22.6.2021 |
Adjusting the Lower/Upper Tolerance |
Tomáš Nagy |
|
23.6.2021 |
Creating a Contract from Calculation |
Tomáš Nagy |
|
6.9.2021 |
Adding a field for automatic contract renewal |
Tomáš Nagy |
|
28.9.2021 |
Clarification of Road Tax |
Tomáš Nagy |
|
30.09.2021 |
Flags on additional equipment for technical evaluation |
Marie Burgetová |
|
6.10.2021 |
Clarification of Road Tax |
Tomáš Nagy |
|
18.10.2021 |
Addition Contractual Mileage |
Tomáš Nagy |
|
20.10.2021 |
Adding a Field from Contract Recalculation |
Tomáš Nagy |
|
22.10.2021 |
Modifications for Simple Fee, Service and Insurance |
Tomáš Nagy |
|
29.10.2021 |
Modification of service details from contract recalculation |
Tomáš Nagy |
|
8.11.2021 |
Modification of Payment Excl.VAT calculation |
Tomáš Nagy |
|
11.11.2021 |
Correction of calculation sl. Highway Sticker |
Tomáš Nagy |
|
21.12.2021 |
Validity To on Insurance Policies and Automatic Renewal in Posting - Vehicle Not Returned |
Marie Burgetová |
|
22.12.2021 |
Modifications from FIV Part I. |
Tomáš Nagy |
|
11.01.2022 |
Addition to the Reference Date field |
Monika Dluhošová |
|
22.3.2022 |
Modify Replacement Vehicle Service (Service Duration (Year) field) |
Monika Dluhošová |
|
28.3.2022 |
Addition of Contract Guarantee |
Tomáš Nagy |
|
29.3.2022 |
Modification of Calculation Input and Contract Services |
Tomáš Nagy |
|
7.4.2022 |
Modifying the Tire Storage Service |
Tomáš Nagy |
|
8.4.2022 |
Modification of Contract Attachments |
Tomáš Nagy |
|
13.04.2022 |
When changing the customer, the change is written to the Fuel Card |
Marie Burgetová |
|
28.4.2022 |
Addition of additional equipment removal |
Monika Dluhošová |
|
17.5.2022 |
Road Tax Purchase Price Adjustment |
Tomáš Nagy |
|
25.5.2022 |
Contract Guarantee Modification |
Tomáš Nagy |
|
17.6.2022 |
Addition to the recalculation of services of a foreign currency contract |
Tomáš Nagy |
|
17.6.2022 |
Blocking Contract Recalculation in Automatic Extension Mode |
Tomáš Nagy |
|
22.6.2022 |
Fix captions on Tire Storage |
Tomáš Nagy |
|
23.6.2022 |
Correction of Quantity calculation on det.sl.Highway Ticket |
Tomáš Nagy |
|
14.7.2022 |
Fix Service Duration calculation on det.sl. Replacement Car |
Tomáš Nagy |
|
14.7.2022 |
Addition to the Hidden Contract Field chapter |
Tomáš Nagy |
|
21.7.2022 |
Editability of service details |
Tomáš Nagy |
|
22.7.2022 |
Modification of Service Description fulfillment in Contract Services |
Tomáš Nagy |
|
24.8.2022 |
Repl.Car Calculation Modification Detail |
Tomáš Nagy |
|
1.9.2022 |
Modification of automatic contract extension (service) |
Tomáš Nagy |
|
2.9.2022 |
Addition of Cust.Expected Return Date |
Tomáš Nagy |
|
19.9.2022 |
Addition of foundation indiv. Insurance contracts according to the settings on the financing template |
Ľudmila Pružinská |
|
14.10.2022 |
Calculation/Contract Update |
Tomáš Nagy |
|
20.10.2022 |
Modify automatic contract renewal |
Tomáš Nagy |
|
16.11.2022 |
Addition of the description of the last payment settlement in repayment cal. services |
Tomáš Nagy |
|
7.12.2022 |
Contract Balance |
Miroslava Šašiková |
|
8.12.2022 |
Addition of the Migrated Service flag to Contract Services, modification of the matching function on contract services |
Tomáš Nagy |
|
14.12.2022 |
Editability of API Financed Object Prices, API Object Optional Equipment, API Object cards. Add. Equipment |
Tomáš Nagy |
|
20.12.2022 |
Modification of Financing Period Real (in Months) |
Tomáš Nagy |
|
27.2.2023 |
Modification of Annuity Excl.VAT, Insurance Excl.VAT, Services Excl.VAT, Payment Excl.VAT, Payment Incl.VAT |
Tomáš Nagy |
|
01.03.2023 |
General revision of the document |
Silvia Kalmová |
|
08.03.2023 |
Addition of the ESG Object modification |
Ľudmila Pružinská |
|
11.4.2023 |
Clarification of the Road Tax service description |
Tomáš Nagy |
|
24.04.2023 |
Addition of the VAT Clause Code field to the Invoicing Tab |
Karel Kolman |
|
04.05.2023 |
Calculation of APR and IRR |
Karel Kolman |
|
11.5.2023 |
Clarification of the Road Tax service description |
Tomáš Nagy |
|
30.05.2023 |
Addition Quote Approval |
Ľudmila Pružinská |
|
23.6.2023 |
Adjust automatic renewal |
Tomáš Nagy |
|
28.8.2023 |
Edit a manual change to a detailed contract status |
Tomáš Nagy |
|
21.11.2023 |
Specification of the Contract Exchange Rate in the contract header and the Currency Factor in the payment cal. |
Tomáš Nagy |
|
22.11.2023 |
Modification of Calculation/Contract Copy |
Tomáš Nagy |
|
21.12.2023 |
Addition of wizard and functionality Luxury Tax CZ localization |
Monika Dluhošová |
|
22.1.2024 |
Addition of the Financing Product/Template with the Leaseback modification |
Silvia Kalmová |
|
15.4.2024 |
Addition of the vignette service – line editing. |
Monika Dluhošová |
|
19.4.2024 |
Currency Factor |
Tomáš Nagy |
|
3.5.2024 |
Clarification of rounding of some fields in contract and in repayment cal. |
Tomáš Nagy |
|
9.5.2024 |
Modification of the search for the exchange rate of the contract for foreign contracts |
Tomáš Nagy |
|
27.5.2024 |
Edit Contractual Mileage History |
Tomáš Nagy |
|
31.5.2024 |
Refinement of some fields in the object configuration |
Tomáš Nagy |
|
5.6.2024 |
Upřesnění popisu detailu služby Fee/Service, Maintenance, Replacement Car, Highway Ticke, Fuel Card Type) |
Tomáš Nagy |
|
10.10.2024 |
Specification of the detail description of the service Tire service/Tire, Tire Change, Storage, Rims, Rim Acc. |
Tomáš Nagy |
|
13.11.2024 |
Modification of road tax calculation (SK/CZ) - addition of validity to the price list, modification of discount tables |
Tomáš Nagy |
Abbreviations used:
|
Abbreviation |
Description |
|
RS |
CUSTOMER MASTER AGREEMENT |
|
MV |
MOTOR VEHICLE |
|
DZ |
HIGHWAY VIGNETTE |
|
PU |
INSURED EVENT |
|
SPK |
PAYMENT CALENDAR |
|
BC |
Microsoft Business Central |