Setup description

OneCore Setup

IN OneCore Settings, it is possible to set some parameters that are needed to create and work with orders – see Nastavení OneCore. tag.

Purchase & Accounts payable setup

HERE, the user sets:

• order Numbers

  • The user manually enters the number series by which the orders of items will be numbered.

  • Nastavení Finance

Detail Contract Statuses

ON the relevant detailed status (usually after signing the contract), the user sets:

• Allow Object Ordering

  • If A, the system will allow a purchase order for a financing object to be issued in the given detailed contract status

For a description of Detailed Contract Statuses, see Detailní stavy smluv

REPORT Selection - Purchase

IN this setting, the user sets up email order templates (Usage=Order):

• REPORT ID:

  • Manually selected by the user = 4026780

• REPORT

  • NameTightens the system automatically

• Use for email

  • Bodyenter Y, then the system will use the templates for the subject of the email

• Use for email attachment

  • Enter Y, and the system will use the templates for the email attachment

• Email body layout

  • The user selects a template for the email body for an individual purchase order

  • Lookup to Report Selection

• Report Layout:

  • The user selects a template for the email body for an individual purchase order

  • Lookup to Report Selection

• Email Body Layout Descr. Multi)

  • Selects a template for the email body for a multi-order summary email

  • Lookup to Customer Report Layouts.The

  • Field visible if Show New Report Layouts =N in OneCore Settings, see for detailed description. Nastavení OneCore

• Email Body Layout Descr. Mass)

  • The user selects a template for the email body for the mass purchase order

  • Lookup to Customer Report Layouts.

  • Nastavení OneCore

• EMAIL Body Layout Name Multi

  • New field, visible if Show New Report Layouts=Y in OneCore Setup for a detailed description see. Nastavení OneCore

  • Editable, lookup to Report Layout List.

• Email Body Layout Descr. Multi)

  • New field, visible if Show New Report Layouts=Y in OneCore Setup For a detailed description, see Layouts. Nastavení OneCore

  • Non-editable, fills in OC automatically after selecting a name

• EMAIL Body Layout Name Mass

  • New field, visible if Show New Report Layouts=Y in OneCore Setup for a detailed description see. Nastavení OneCore

  • Editable, lookup to Report Layout List.

• Email Body Layout Descr. Mass)

  • New field, visible if Show New Report Layouts=Y in OneCore Setup for a detailed description see. Nastavení OneCore

  • Non-editable, fills in OC automatically after selecting a name

• EMAIL subject:

  • The user manually enters a mask to create an e-mail subject for a single order.

  • You can use text variables:

    • %1 – Company name abbreviation (from Company Information)

    • %2 – order number

    • %3 – contract number

    • %4 – mass order number

• EMAIL subject multi

  • The user manually enters a mask to create an e-mail subject for a summary e-mail order.

  • It is possible to use the same text variables

• EMAIL subject mass

  • The user manually enters a mask for creating an e-mail subject for a mass e-mail order.

  • It is possible to use the same text variables

Printout Definition

If the user wants to send a notification from the order to Fleet Manager and the conductor about the confirmed delivery date of the item (or another notification), it is necessary to define the relevant outputs in the Printout Definition.

For a detailed description see Definice tiskových výstupů .tag.

supplier data

THE user on the vendor (Operative leasing tab) sets/enters the following data for ordering items:

• Object vendor contract level.Option

  • 
    

  • =Empty value (default), Cooperation contract, Framework purchase contract)

  • The system then checks if this field is not empty on the vendor when creating a purchase order. If it is empty, it will display a message if the user wants to continue creating the order (see below).

• OBJECT order e-mail addressThe

  • System displays the number of entered e-mail addresses of the supplier for ordering items

  • After clicking (or after pressing the Process/E-mail addresses button for ordering items), a table for entering e-mail addresses opens.

IN this table, you can specify:

• MAKE Code

  • Selects by the user from the list of object markers

  • IT can also be empty (typically for suppliers of additional equipment)

  • See below for usage