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Creation Calculation/Contract By Copying

It is possible to copy the Calculation or the Contract Create-Copy Calculation/Contract and the user confirms that they really want to copy and whether they want to view the new contract.

After confirming Yes, the system will check:

  • Flag Mandatory Quote Approval V OneCore Setup. If the value of the field will be:

    • Yes

      • Displays the message "Approval of the quote is mandatory, it is not possible to create a copy. (Quote Approval is mandatory, it is not possible to create a copy)".

    • No

      • Proceeds to the next review

  • If copying from a change copy, variant or from a contract with a change copy is not running:

    • If so, the copying will stop and the system will display a message.

    • If not, it continues

  • If a calculation is being copied (the detailed contract status shows Calculation=A), the OC will check the Offer Creation Date and Validity Period to allow copying of the contract in OneCore Settings:

    • If Offer Creation Date+Validity Period to Allow Copy is > current date, OC will not allow copying:

    • If Offer Creation Date+Validity Period for Permit Copy =< current date, OC will copy and create a new calculation.

  • If the contract is being copied (the detailed contract status shows Calculation=N), the OC will check

    • Contract Creation Date and Validity Period to enable contract copying in OneCore Settings:

      • If the Contract Creation Date+Validity Period for Enabling Copy is > the current date, the OC will not allow copying.

      • If Contract Creation Date+Validity Period for Permit Copy =< current date, the OC proceeds to the next check.

    • Contract Status:

      • If the Status is >Effective, copying the contract will not be allowed

      • If Status < = Approved, Signed, or Effective, copy will be enabled

  • By copying, the system creates a calculation or contract as the original image, performing the following actions:

    • The new entity will be created as the original image, but some data will be different from the source entity (described below)

    • The new entity will be assigned a new number from the number series of calculations/contracts of the same financing model as the original entity had

    • A new entity will be created with a number and detailed status as follows:

      • If a calculation is being copied:

        • the new entity will receive a number from the number series for calculations according to the Financing Model of the Calculation Nos field,

        • The new entity will get a detailed status according to the Initial Detailed Calculation Status setting in OneCore Settings. Also, the Calculation Creation Date will have the current date

        • If the original calculation contains records in the Approval History, these will not be copied to the new calculation

      • If a contract is being copied:

        • the new entity gets a number from the number series of contracts according to the Financing Model, the Contract Nos field.

        • the new entity will get a detailed status according to the Initial Detailed Contract Status setting in OneCore Settings. Also, the Contract Creation Date will have the current date

        • Global Dimension 2 (Contract Code) will be added to the new contract New Contract No.

    • All numbers that are based on the calculation/contract number (e.g. object number) will be renumbered in relation to the number of the new entity

    • Insurance contracts within the new entity will be renumbered according to their number series

    • Approval Date, Customer Signing Date, Contract Signing Date and Handover Date are deleted if they were entered in the source quote/contract

    • Changed will be overwritten according to the logged-in user

    • Created By (field not pulled on the Financing Contract tab) is overwritten according to the logged-in user

    • If they were filled in in the original calculation/contract, the following will not be transferred to the new entity:

      • Item No.

      • Chassis No. (VIN)

      • Serial Number

      • Registration Plate No.

      • VTP/OEV No.

      • Green Card No.

      • Links to the contract

      • Fixed Asset No.

      • The location code of the fixed asset.

    • If a contract is copied and the Approver ID and Approval Protocol ID fields have been filled in, these values will not be transferred to the new entity

    • If the original contract contains any created and/or booked items, these will not be transferred to the new contract

    • Payment calendars (contracts, services, and insurance) will not be transferred to the new entity:

    • The Complete Calculation flag (4047060 = will be set to N

      • Records in API Financing Contract Line (4026398) will not be transferred – i.e. the new entity will always be without a payment contract

      • Records in the API Service Payment Line (4026683) will not be transferred – the new entity will be without payment cal. Services

      • Records in API Ins. Client Payment Cal. (4027105) will not be transferred – the new entity will be without payment cal. poj. Client

      • Records in API Ins. Company Payment Cal. (4027106) will not be transferred – the new entity will be without payment cal. Insurance

      • Records in the Ins.Comm API are not transferred. Payment Calendar (4027107) – the new entity will be without payment cal. Commission

    • if a multi calculation member is copied (for contracts with Financing with Services=Y), the fields Multi Calculation=A and Matrix Calculation No. are deleted

    • If the contract contains any record in the Odometer Status History, these records will not be transferred to the new entity (for contracts with Financing with Services=Y)

    • If the original contract contains Attachments to the Agreement and/or Subject Matter, these attachments will also be copied

    • If the original contract contains records in the Approval History, these will not be copied to the new contract

    • After the copy is created, you will see the message: "Contract No. XXX has been created. Do you want to see it?"

CZ localization (Luxury Tax):

If the user copies a calculation/contract created before the legislative change came into effect, then it is necessary to open the calc overview. inputs and close it again – the system will add the calculation input to the unclaimed part of the VAT, if necessary, and then recalculate the contract instalments.