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OC - Financing (All Products)

RC OneCore – Financing (All products)

In RC OneCore – Financing (All products), there are options for managing all financing contracts with and without services – a detailed description of each option is described in the relevant documents (mainly Contract With Services, Contract Without Services and Contract Changes).



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Description of the tiles for the task view:

  • Pending User Tasks

    • A list of pending tasks that are assigned to the logged-in user.

      • List Task View Filter

        • % Completed <>100

        • Pending Jobs = Yes

  • Pending Salesperson Tasks

    • A list of pending tasks that are assigned to the signed-in user but as a salesperson.

      • The user must be entered as a salesperson in the Salespeople / Purchasers table

      • To identify a user as a seller, the value of the Salesperson Code from the Salespersons / Purchasers table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list

        • List Task View Filter

          • Salesperson Code = Salesperson Code of the logged-in user according to the settings in the "User Settings" list

          • End Date = Today's date and higher dates such as today's date

          • System Job Type = Organizer

          • Closed = No

  • Expired Salesperson Tasks

    • A list of tasks after the due date of the task that are assigned to the logged-in user, but as a salesperson.

      • The user must be entered as a salesperson in the Salespeople / Purchasers table

      • To identify a user as a seller, the value of the Salesperson Code from the Salespersons / Purchasers table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list

        • List Task View Filter

          • Salesperson Code = Salesperson Code of the logged-in user according to the settings in the "User Settings" list

          • End date = lower dates, such as today's date

          • System Job Type = Organizer

          • Closed = No

  • Pending Team Tasks

    • A list of pending tasks that are assigned to teams in which the signed-in user is specified as a salesperson.

      • The user must be entered as a salesperson in the Salespeople / Purchasers table

      • To identify a user as a seller, the value of the Salesperson Code from the Salespersons / Purchasers table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list

      • A user as a salesperson is entered in the team as a salesperson in the Salesperson Code field

        • List Task View Filter

          • The Salesperson Code <> from the Salesperson Code of the logged-in user according to the settings in the "User Settings" list

          • Team code = filter of all teams in which the logged-in user as a salesperson appears

          • End Date = Today's date and higher dates such as today's date

          • System Job Type = Team

          • Closed = No

  • Expired Team Tasks

    • List of tasks after the due date tasks that are assigned to teams in which the logged-in user is specified as a salesperson

      • The user must be entered as a salesperson in the Salespeople / Purchasers table

      • To identify a user as a seller, the value of the Salesperson Code from the Salespersons / Purchasers table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list

      • A user as a salesperson is entered in the team as a salesperson in the Salesperson Code field

        • List Task View Filter

          • The Salesperson Code <> from the Salesperson Code of the logged-in user according to the settings in the "User Settings" list

          • Team code = filter of all teams in which the logged-in user as a salesperson appears

          • End date = lower dates, such as today's date

          • System Job Type = Team

          • Closed = No

Description of tiles for displaying email activities in OC

  • Failed Emails in Outbox

    • emails where the sender is a logged-in user, which were not sent from the OC due to an error (e.g. the function for sending emails is not set)

    • The error can be displayed by the user for each row of the list via the "Show error" button

  • Draft Emails in Outbox

    • a list of emails that the user prepared but did not send and saved as a Draft

  • Sent Emails Last 30 Days

    • A list of emails sent by the logged-in user in the last 30 days from the set date. By default, the date is set to the current date.