OneCore Docs
OneCore Docs
Breadcrumbs

Print Queue Setup

the Print Queue Setup code list is used to define the printouts that are printed in the various processes of financing contract reports or mass changes:

TO complete the setup, you need to set up another code list, namely Printout Definitions.

Availability of the dial through the magnifying glass, Manual Setup or Configuration Book, name Print Queue Setup. After confirmation, the Print Queue Setup list appears.

Field:

  • CODETHE

    • Code Manager selects the print output code from the Printout Definition list

  • NAMETHE

    • System automatically fills in the name of the selected printout according to the code entered in the previous field

  • Financing Type

    • FILTERTHE user enters the filter of the financing types for which he defines the printout by clicking in the field and checking the desired financing types from the options:

      • Financial Leasing

      • Operative

      • leasing Credit / Loan

      • Instalment Sale

      • Fleet Management

    • After checking multiple options, the system automatically adds a "|" character between each value

    • If the field is left blank, then the printout is defined for all financing types

  • Financing Product Filter

    • Allows for more precise filtering when printing

    • Blank by default.

    • The user selects the financing product(s) for which the line will be valid.

    • Lookup to API Financing Product/Template (4047009)/API Financing Product List (4047009, List), filters:

      • Type (1)=Financing Product

      • Status (20)=Active

      • Financing Type (35)=z Financing Type Filter (30)

    • AUTOMATICALLY add a pipe on the next selection.

    • If the field is left blank, the printout is defined for all financial products.

  • PRINT Phase

    • Specifies the process in which the print document will be printed

    • THE user selects from the following options:

      • empty

        • default value

      • Letter 1

        • it will be possible to print the document from the Print Queue Sheet 1 (Contract Proper Termination Process, Information Letter)

      • Letter 2

        • it will be possible to print the document from the Print Queue Sheet 2 (Contract Proper Termination Process, Letter and Residual Value Invoice for Financial Leasing)

      • Letter 3

        • it will be possible to print the document from the Print Queue Sheet 3 (process of proper termination of contracts, checking of contracts before archiving)

      • Vat Letter (Letter VAT)

        • The document will be printed from the print queue Change VAT – VAT Sheet, i.e. after the change of VAT posting groups (= VAT rates) on the contract

      • Letter Interest

        • it will be possible to print the document from the print queue Letter Interest (mass recalculation of interest rates contracts)

  • Print Area

    • Specifies whether the printout is a sales price invoice. If it is a different printout, the field is left blank

    • If the output is an invoice, the user selects the "Sales Price Invoice" value. When printing, the system looks for an invoice in the customer's ledger entries that has the same reason code as the reason code in the table Financing Reason Code Setup for an accounting operation Selling price/residual value and the type of financing involved.

  • File Name MaskThe

    • USER specifies a mask for the file name under which the document is generated when printing from the proper termination queue. Variables can be used in the mask:

      • %1 – contract number

      • %2 – customer number

      • %3 – customer name

  • Legal Subjectivity FilterThe

    • USER enters the legal subjectivity filter for which he defines the printout by clicking the AssistEdit button and selecting individual codes from the LIST Legal Subjectivity Codes

    • After selecting multiple codes, the system automatically adds a "|" character between each code

    • If the field is left blank, the printout is defined for all types of legal subjectivity

  • Object Category FilterThe

    • USER specifies the object category filter for which he is defining the printout by clicking in the field and checking the options:

      • Conveyor technology

      • Machine – Equipment

      • Real Estate

    • After selecting multiple options, the system automatically adds a "|" character between each value

    • If the field is left blank, the printout is defined for all object categories

  • Commodity Filter

    • THE user specifies a filter for the commodities for which he is defining the printout by clicking the AssistEdit button and selecting individual codes from the dial list Catalogue Card Commodities

    • After selecting multiple codes, the system automatically adds a "|" character between each code

    • If the field is left blank, the printout is defined for all commodities

  • Insurance Type Filter

    • THE user specifies the insurance type filter for which he is defining the printout by clicking in the field and checking the options:

      • Collection

      • Mail

      • Individual

    • After selecting multiple options, the system will automatically add a "|" character between each value

    • If the field is left blank, the printout is defined for all insurance types

    • If two insurance contracts are based on a financing contract, one with type Collection and the other with the type Mail, the system will filter out printouts for this contract that will have a blank value in this field or a value of Direct Debit|Mail. It is not enough for only one value in the filter to match

  • Insurance Product Base Type Filter

    • The code list administrator specifies a filter for the type of insurance product for which he defines the printout by clicking in the field and checking the following options:

      • Property

      • Third-party liability

      • Additional

      • Other

    • After selecting multiple options, the system will automatically add a "|" character between each value

    • If the field is blank, the printout is defined for all types of insurance products

    • If two insurance contracts are based on a financing contract, one with the other Property and the second with a kind UGS, for this contract, the system filters out printouts that have a blank value or value in this field Property|UGS. It is not enough for only one value in the filter to match

  • Insurance Contract – Indefinite Duration

    • The administrator enters the dial list by selecting from the following options:

      • Empty

        • It applies to both variants, it does not decide whether the insurance contract is for a definite or indefinite period of time

      • Yes

        • FLAG Insurance contract for an indefinite period = YES on the insurance contract

      • No

        • FLAG Insurance contract for an indefinite period = NO on the insurance contract

    • If two insurance contracts are based on a financing contract, one with a field value of Insurance contract for an indefinite period of time = Yes and the second with the value of the field Insurance Contract for Indefinite Duration = No, then the system filters the printouts to those with an empty value in this field

    • If the insurance contracts are with a value of the Insurance contract for an indefinite period = Yes, the system filters the printouts to those that have a value in this field Yes

    • If the insurance contracts are with a value of the Insurance Contract for Indefinite Duration = No, the system filters the print