OC - Funding.

RC OneCore – Funding

In RC Funding, there are options for Funding functionalities (refinancing of the leasing company through loans and tranches) – detailed description is in Funding

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 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 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

      • 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 tasks that are assigned to the logged-in user but 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

      • 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 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 = 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 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 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.