Preparation of Object Handover

It is used to unsubscribe from pre-insurance policies and to report regular insurance contracts of the financed object.

After confirming the function, the system performs checks:

• Whether the status of the financing contract is Signed. If:

  • No

    • Displays the message "Contract status must be Signed, process cannot continue." and the process stops

  • Yes

    • Continues to the next check

• Whether the financing contract is with Financing Type = Operative Leasing or Fleet Management. If you

  • No

    • Displays the message "This guide is only for operating lease and fleet management contracts!" and the process stops

  • Yes

    • Displays the Object Preparation Guide

Wizard field:

• Financing Contract No

  • . Completes the system from the Financing Contract header

• Financing Type

  • Completes the system from the header of the financing contract

• Customer No

  • . Completes the system from the header of the financing contract

• Customer Name

  • Completes the system from the financing contract header

• Financed Object No

  • . Fills in the system with the item number from which the function was launched

• Object Name

  • The system fills in the item number from which the function was launched

• Expected Handover Date

  • The system will complete the current date

  • The user can change

• Pre-Insurance Termination Code

  • User selects code from table Termination of Insurancethat will be added to the Termination Code on pre-fuse

After confirming Complete System:

• Checks the filling of the field Pre-Insurance Termination Code if there is a pre-insurance policy for the object. If:

  • No

    • Displays the message "The code to terminate the pre-insurance must be filled in!" and the process stops. After confirmation OK the user can enter the missing code and continue with confirmation Finish

  • Yes

    • Proceeds to the next review

• Checks the value of a field Registration Date Before OnLine Insurance v Set up contracts with services. If the value of the field is:

  • Yes

    • Checks if a field is filled in Date of first registration on the leasing company on the financed object and whether its value is <= as Valid From on the insurance contract reported online (the system will set the validity of the insurance contract according to the expected handover date entered in the wizard). If:

      • Is the field empty or higher let it be Valid From

        • The system displays a message to the user "The date of first registration for the leasing company is not filled in or is higher than the date "Valid From" on the insurance policy. Contract XXX. Cannot be activated." and the process stops

      • Field is filled in and the date is <= Valid From

        • Proceeds to the next review

  • No

    • Proceeds to the next review

• If there are insurance contracts on the contract that have a flag on the insurance framework contract Insurance Verification Required = Yes, checks that insurance contracts are verified. If:

  • No

    • Displays the message "Insurance Contract XXX must be verified!" and the process stops.

  • Yes

    • Proceeds to the next review

• Checks whether Valid From on insurance contracts reported online (the system sets the date from the Expected Handover Date) is >= current date. If:

  • No

    • Displays a message to the user 'Insurance No.: XXX. Date From must be >=current date." and the process stops

  • Yes

    • Proceeds to the next review

• Whether there are pre-insurance policies on the contract that are reported online, that are unverified or undeclared. If:

  • Yes

    • Displays the message "There are unreported or unverified pre-insurance contracts on the contract. Contract XXX could not be activated." and the process stops

  • No

    • Continues the process of preparing for handover

Result of the preparation of the handover of the course:

• If there is pre-insurance, the system terminates the insurance contract:

  • Valid To = Expected Handover Date from wizard - 1D

  • Status = Closed

  • Termination Code = code entered in the wizard

• Pre-insurance reported online

  • Preparation for integration connection (for customer adjustment)

• Modifies regular insurance contracts:

  • Valid From = Expected Handover Date from

  • wizard Valid To = Calculates the system according to the financing period

  • Preparation for connection to the integration for reporting proper insurance policies reported online

• Financing Contract Header

  • Changes Expected Handover Date to Date From Wizard - Field Expected Handover Date

• Contract Services

  • Valid From = New Expected Handover Date

  • Valid To = calculated by the system according to the financing period

• Contract Recalculation

  • The system checks if there are insurance contracts with a flag Insurance Reporting Online = Yes. If:

    • There are

      • The system always starts recalculation of the financing contract (Calculator lines > Finish)

    • They don't exist

      • Checks for flag Complete Calculation on the header of the financing contract. If the value of the field is:

        • Yes

          • starts contract recalculation (Calculator lines > Finish)

        • No

          • It only runs the calculation of payments (Payment Calculation function).