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. .

Purchase & Accounts payable setup

Here, the user sets:

• Order Numbers

  • The user manually enters the number series by which the item orders will be numbered

  • For a description of the number series settings, see Nastavení Finance .

Detail Contract Statuses

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

• Allow Item Ordering

  • If A, the system will allow the issuance of a purchase order for the financed object 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

  • User selects manually = 4026780

• Report Caption

  • Tightens the system automatically

• Use for email body

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

• Use for email attachment

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

• Email body layout description

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

• Email Body Layout Descr. Multi)

  • The user selects a template for the body of the email for a summary email with multiple orders

• Email Body Layout Descr. Mass)

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

• Email subject

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

  • You can use text variables:

    • %1 – Abbreviation of the company name (from Company Information)

    • %2 – Order No.

    • %3 – Contract No.

    • %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 .

Supplier data

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

• Object vendor contract level

  • To be set manually by the user

  • Option=empty value (default), Cooperation Agreement, Framework Purchase Agreement)

  • The system then checks to see if this field is empty on the vendor when the purchase order is created. If it is empty, it will display a message if the user wants to continue creating the order (see below).

• Object order e-mail address

  • The system will display the number of entered e-mail addresses of the supplier for ordering items

  • After clicking (or after pressing the Process/E-mail addresses button of the item order), a table for entering e-mail addresses will open.

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