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 Smlouva se službami, Smlouva bez služeb a Změny smlouvy ).

Cues according to the original MS solution display the number of records, but if the number of records is more than 1000, they display the value 999+. Therefore, some of them have been modified to show the actual number - Calculations, Offers, Waiting for Approval, Approved, Signed, Active, Suspend (iba kvoli jednotosti), Closed, Settled, Archived, Contract Interest Recalculation, Letter VAT.

Description of the tiles to view the tasks:

• Pending User Tasks:

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

    • List view filter

      • % Completed <>100

      • Pending Tasks = Yes

• Pending Salesperson Tasks:

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

    • User must be entered as a salesperson in the Salesperson/Purchaser table

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

      • display filter

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

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

        • System Task Type = Organizer

        • Closed = No

• Expired Salesperson Tasks:

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

    • The user must be entered as a salesperson in the Salesperson/Purchaser table

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

      • display filter

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

        • listEnd date = lower dates such as today's date

        • System Task Type = Organizer

        • Closed = No

• Pending Team Tasks

  • : a list of pending 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 Salesperson/Purchaser table

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

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

      • field Task display filter

        • Salesperson code <> from the salesperson code of the logged-in user according to the settings in the "User settings"

        • listTeam code = filter of all teams in which the logged-in user as a salesperson occurs End

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

        • System Job Type = Team

        • Closed = No

• Expired Team Tasks

  • a 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 specified as a salesperson in the Salespeople / Purchasers table

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

    • The 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 OC due to an error (e.g. the function for sending emails is not set)

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

• Draft Emails in OutboxA

  • list of emails that the user has prepared but not sent and saved as 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.