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Proper Termination Contract Printout Setup

the code list is used to define the printouts that are printed in the process of proper completion, according to several parameters of the contract and the printing phase.

TO complete it, 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 Proper Termination Contract Printout Setup. After confirming the selection, the Proper Termination Contract Printout Setup overview opens.

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 code list administrator 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

  • PRINT Phase:

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

    • The dial manager selects from the following options:

      • Blank

        • No phase is specified, it will be printed in all phases

      • Sheet 1

        • The document will be printed from the print queue of contracts being properly terminated – Sheet 1, i.e. after the contract status is changed to "Terminating"

      • Sheet 2

        • The document will be printed from the print queue of duly terminating contracts – Sheet 2, i.e. after posting the selling price on the contract

      • Sheet 3

        • The document will be printed from the print queue of the regular termination contracts – Sheet 3, i.e. after checking the contract before archiving (the contract is settled, the contract balance is 0.00)

  • Print Area

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

    • If the output is an invoice, the administrator 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

    • Code List Manager specifies the mask of 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

    • Code list administrator specifies the legal subjectivity filter for which he defines the printout by clicking on the AssistEdit button and selecting individual codes from the LIST Legal Subjectivity Codes

    • When multiple codes are selected, 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 Filter The Object Category Manager

    • Enters the filter of the object category for which it defines 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 dial manager specifies the filter for the commodities for which he defines 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 code list administrator specifies the insurance type filter for which he defines 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