The purpose of this document is to describe for the user the functionalities in the area of calculation, resp. financing contracts without services. Main areas:
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Contract Creation
-
Contract Form
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Insurance Contracts
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Payment Calendar
There are two ways to create a calculation or contract in the system:
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Using the wizard to create an offer/contract without services
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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 ( Business Setup Financing Products and Services Pricelists , etc.).
Navigation:
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Contract Creation -
Financing Contract Card -
Update Calculation/Contract -
Contract Functions -
Print Documents from Contract -
Sending Documents by E-mail from Contract -
Contract Factboxes -
Multiple Objects Contract - Creation Another Financing Object -
Financed_Object_Card -
Create Calculation Input -
Insurance in Instalments -
Insurance without Instalments -
Payment Calculation -
Payments Calendar -
APR Calculation -
IRR Calculation -
Contract Profitability -
Creating Calculation/Contract by Copying -
Quote Approval -
Transition Calculation To Contract -
Attachments -
Customer Notes/Contract Notes -
Contract Guarantee -
Calculation "Special VAT Regime" (paragraph 66 in SR) -
Partial Balance of the Principal of One Subject for Multiple Subject Contracts -
Contract Documents Approving and Change the Detailed Status
History:
|
Date |
Revised section |
Responsible Person |
|
26.2.2021 |
Create a document |
Tomáš Nagy |
|
1.3.2021 |
Contract Update Cards for BC17 |
Tomáš Nagy |
|
2.3.2021 |
Contract Factboxes |
Tomáš Nagy |
|
3.3.2021 |
Payment Calendar Description, Contract Functions |
Tomáš Nagy |
|
11.-12.3.2021 |
Invoicing tab on the Contract Card |
Monika Dluhošová |
|
12.-15.3.2021 |
Transfer Tab, Other on the Contract Card |
Monika Dluhošová |
|
17.-19.3.2021 |
Adding/correcting field descriptions in wizard |
Monika Dluhošová |
|
19.3.2021 |
General Tab on the Contract Card |
Monika Dluhošová |
|
9.4.2021 |
Contract Profitability |
Tomáš Nagy |
|
16.4.2021 |
Edit the REFI description |
Tomáš Nagy
|
|
17.5.2021 |
Adding Print and Sending an Email |
Tomáš Nagy |
|
3.6.2021 |
Adding information to create a calculation input |
Iveta Jančová |
|
30.8.20121 |
Addition of field descriptions Amount paid by client |
Monika Dluhošová |
|
22.10.2021 |
Addition of modifications for simple fee, service and insurance |
Tomáš Nagy |
|
5.11.2021 |
Addition of a simple fee, service and insurance to the change in the financing period |
Tomáš Nagy |
|
8.11.2021 |
Adjust the calculation of Payment Incl. VAT |
Tomáš Nagy |
|
22.12.2021 |
Úprava faktboxov |
Tomáš Nagy |
|
11.01.2022 |
Addition to the Reference Date field |
Monika Dluhošová |
|
28.3.2022 |
Contract Guarantee Addition (Buy-Back) |
Tomáš Nagy |
|
29.3.2022 |
Modifying the Calculation Input |
Tomáš Nagy |
|
8.4.2022 |
Modification of Contract Attachments |
Tomáš Nagy |
|
25.5.2022 |
Contract Guarantee Modification |
Tomáš Nagy |
|
14.7.2022 |
Addition of the Real Estate Contract Tabs and the Hidden Contract Field chapter |
Tomáš Nagy |
|
2.9.2022 |
Replenishment Customer Expected Return Date |
Tomáš Nagy |
|
19.9.2022 |
Addition of the foundation of indiv. Insurance contracts according to the settings on the financing template |
Ľudmila Pružinská |
|
7.10.2022 |
Addition of the description of the Instalment Sale tab |
Tomáš Nagy |
|
14.10.2022 |
Calculation/Contract Update |
Tomáš Nagy |
|
23.2.2023 |
General Revision |
Silvia Kalmová |
|
27.2.2023 |
Modification of fulfillment Annuity Excl.VAT, Insurance Excl.VAT, Services Excl.VAT, Payment Excl.VAT, Payment Incl.VAT |
Tomáš Nagy |
|
08.03.2023 |
Addition of the ESG Object modification |
Ľudmila Pružinská |
|
09.03.2023 |
Addition of the Business Case Approval (Offer) modification |
Ľudmila Pružinská |
|
20.04.2023 |
Addition of a VAT clause to the Invoicing tab on the contract card |
Karel Kolman |
|
24.4.2023 |
Removing the Real Estate Tab from a Contract |
Tomáš Nagy |
|
04.05.2023 |
Calculation of APR and IRR |
Karel Kolman |
|
28.8.2023 |
Modify a manual change to a detailed contract status |
Tomáš Nagy |
|
21.10.2023 |
Specification of the Contract Exchange Rate in the contract header and the Currency Factor in the payment cal. |
Tomáš Nagy |
|
22.11.2023 |
Calculation/Contract Copy Modification |
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 |
|
3.5.2024 |
Clarification of rounding of some fields in the contract and in the payment cal. |
Tomáš Nagy |
|
9.5.2024 |
Modification of the search for the exchange rate of the contract for foreign contracts |
Tomáš Nagy |
Abbreviations used:
|
Abbreviation |
Description |
|
SPK |
Payment Calendar |
|
BC |
Microsoft Business Central |
|
PS |
Insurance contract |
|
OC |
OneCore |
|
PD |
Product Documentation |
|
KV |
Calculation Input |
|
SEY |
Seyfor |
|
GCC |
Register Machine and Equipment |
|
RV |
Vehicle Register |