Major release 2025 wave 2

Calculation of Financed Object Profitability for contracts with services

New functionality for Financed Object Profitability can be used before (or after) the object sale. It calculates revenues, costs and balances from contract services, insurance contracts and interest margin. It is available for contracts with services only (operational lease with services and fleet management), from the object list/card, Process-> button Object Profitability.

For more detailed description pls. see the product documentation or contact us directly.

Reference id: 26392

Invocing improvements

This modification is aimed at minor improvements for users in the area of ​​invoicing. The filtering option when running the Post Billing Credit Memos task has been expanded.
An action has also been added to the Payment Calendar to display Posted Credit Memo Lines, primarily in the case of Invoice cancellation.
On the Posted Sales invoice and Credit Memo Lines, it is now easier to click directly into the Fin. Contract or directly into the given line of Payment Calendar.

Reference id: 28254

Rental invoicing

The purpose of this modification is to expand the possibilities of the mass invoicing task "Mass Invoicing Rental" to allow posting of documents of individual renters separately or grouped, according to the settings on the Customer Card.

Reference id: 26854

Items financing

Some financing companies (or e.g. car dealers) use items functionality in Business Central and they want to create financing contracts based on these items. We have added a new functionality (modifications) into our system OneCore, which allows to you achieve this.

To use Items for contract creation in not mandatory, you can create contract based only on catalogue cards on the same way as before.

If the contract is created from the item, there is not possibility to create multi-object contract.

Other minor changes (optimization) of contract creation wizards (except of items).

Modifications (standard item features were not modified):

Items/Item card

New fast tab Financing Contract has been added. It contains new fields:

• Catalogue Card No.

  • to choose (link) a catalogue card, which can contain pre-defined technical parameters of the object. Is mandatory for the contract creation.

• Catalogue Name

  • name from the catalogue card

• Chassis No. (VIN)

  • to add the chassis number, it will be promoted then to the contract automatically

• Serial No.

  • to add the serial number, it will be promoted then to the contract automatically

• License Plate No.

  • to add the licence plate number, it will be promoted then to the contract automatically

• Colour Code

  • to add the colour code, it will be promoted then to the contract automatically

• Colour

  • to add the colour description, it will be promoted then to the contract automatically

• Interior Colour

  • to add the interior colour, it will be promoted then to the contract automatically

• Price for Financing Excl. VAT (LCY)

  • user can add the input price for the financing. If it´s not empty, it will be used in the contract creation process.

• Financing Contract No.

  • it will be filled by the wizard after the contract creation, relation between the item and the financing contract.

• Detailed Contract Status

  • filled from the financing contract.

• Customer Name

  • filled from the financing contract.

• Item Financing Status

  • option (empty, Reserved,Active,Closed,Disposed). It will be changed by the system automatically based on the detailed contract status definition, if the contract detailed status is changed.

New button Release Financed Item (Actions/Functions/Other) to „release“ the item from the financing contract if necessary:

• Clears the Item No. on the financed object of the contract

• Clears fields on the item card (Financing Contract No., Detailed Contract Status, Customer Name, Item Financing Status).

Financed Object Card

Field Item No. is not manually editable.

Detailed Contract Status definition

New field Item Financing Status – option (empty,Reserved,Active,Closed,Disposed). The system will automatically change the Item Financing Status on the Item based in this setup, if the contract detailed status is changed.

New fields in Defaults for wizards’ table

There is a possibility to define default values for the user for contract creation wizards. New fields:

• Financing Type

• Used Financed Object

Contract creation wizards’ modifications (Create Calc./Contract wizard and Create Calc. With Services wizard)

• Financing Type

  • Can be filled by default

• Customer No.

  • Without filters, full text searching can be used.

• Legal Form Code

  • Is filled from the chosen customer.

• Used Financed Object

  • Can be filled by default.

• Item No.

  • User can choose from the „available“ items, lookup with filters Type=Inventory, Blocked=No, Catalogue Card No.<>empty, Financing Contract No.<>empty, Item Financing Status=empty.

• Catalogue Card No.

  • Editable only if the Item No.=empty.

  • If the user chooses an Item No., the system will automatically fill the catalogue card no. from the selected item.

• Purchase Price Excl. VAT

  • if the Item No was selected, the system will fill this field from the item (not from the catalogue card)

After the finishing the system will fill the next fields on the financed object from the item:

• Item No.

• Chassis No. (VIN)

• Serial No.

• Colour Code

• Colour

• Interior Colour

• Licence Plate No. (incl. A new record in the Licence Plate History table).

Then it changes the Item Financing Status and filles the fields Financing Contract No., Detailed Contract Status and Customer Name on the linked item.

Create Contract from Offer modification

If there was a linked item in the quote, the system will update the Financing Contract No. on the linked item to the new contract number.

Copy creation

If the source contract has a linked item, the system will NOT copy the linked Item No. to the new quote/contract.

Reference id: 25965

Role centers optimalizations

OC Funding: new cubes in Activities User Tasks, Tasks, Email Status.

OC Financing: minor structural optimization.

OC Financing (All products): minor structural optimization.

OC Sales Manager: no changes.

OC Insurance: new cubes in Activities User Tasks, Tasks, Email Status.

OC Rental: new cubes in Activities User Tasks, Tasks, Email Status. New groups in the navigation menu.

Accountant (MS Role center): new cubes in Activities User Tasks, Tasks, Email Status. New groups in the navigation menu for financing.

Accountant CZ (MS Role center in CZ localization): new cubes in Activities User Tasks, Tasks, Email Status. New groups in the navigation menu for financing.

Reference id: 27130

Default insurance

Using the "Create Default Insurance" button, the user creates insurance contracts, designated as "default" in the insurance settings of the financing product, with one click of a button.

Reference id: 25699

Insurance confirmations

New option to create and send insurance confirmations using PrintOut Definition.

For details, see PD Insurance / Insurance Contract / Insurance Included in Payments / Insurance Confirmation.

Reference id: 26555

Performance optimalizations

New index were added.

Reference id: 28056

Bug fixing

Released: 8.10.2025

App version: 25.0.251008.1200