Certificate of Acceptance

Use

You use this action to create a lease from a leasing quotation; the lease contains all the items released in the quotation. When the Certificate of Acceptance action is executed, the system creates a copy of the leasing quotation. The quotation and contract contain the same data, but have different statuses and different transaction types. When you execute the Create Certificate of Acceptance action, the system assigns the status Certificate of Acceptance to the lease.

You execute the Create Certificate of Acceptance action at header level in the leasing quotation.

Prerequisites

  • In Customizing, you have defined the certificate of acceptance as an action so that this option is displayed and can be executed in the leasing document.

    You do this in Customizing for Customer Relationship Management under Start of the navigation pathBasic Functions Next navigation step Actions Next navigation step Actions in TransactionEnd of the navigation path :

    1. Create Actions with Wizard

    2. Start of the navigation pathChange Actions and Conditions Next navigation step Define Action Profiles and ActionsEnd of the navigation path

  • In Customizing under Make Settings for Change Processes , you have defined for Item-Specific Customizing how the vendor invoices are to be transferred:

    Start of the navigation pathCustomer Relationship Management Next navigation step Financial Services Next navigation step Leasing Next navigation step Change Processes Next navigation step Basic Settings for Change Processes Next navigation step Make Settings for Change Processes.End of the navigation path

  • Automatic contract inception: If you want the system to execute the actions Contract Inception and Certificate of Acceptance at the same time, you must set the following indicator in Customizing:

    Start of the navigation pathCustomer Relationship Management Next navigation step Financial Services Next navigation step Leasing Next navigation step Change Processes Next navigation step Basic Settings for Change Processes Next navigation step Make Settings for Change ProcessesEnd of the navigation path : Automatic Acceptance indicator.

Features

You can use the actions to execute the Certificate of Acceptance in the leasing quotation. You can execute the Certificate of Acceptance either online or in the background.

If you execute the action in the background, the system transfers all the existing items and invoices to the contract document.

If you execute the action online, the system displays the quotation items and the related invoices (SRM documents). You can then select the items and quantities that you want to transfer to the contract document. Depending on the Customizing settings, you can also select the invoices that you want to transfer to the contract. If you transfer invoices that have a different currency to the quotation item, the invoice currency is shown in the contract document. If the invoice amount differs from the amount in the quotation item, the invoice amount is transferred to the contract document.