📌NOTE: This article deals with carrying out a Duty of Care run within the Trade Module.
For details on how to set up your system for Duty of Cares, please refer to the Setting Up Duty of Care article.
In order to carry out a Trade Duty of Care, you will need to go to the following location:
Hover on Modules
Select Trade
Select Duty of Care
Which Contracts will be picked up for the Run?
A Trade Contract will be picked up by the Duty of Care run if it meets the following criteria:
The trade contract is not deleted
The trade has Duty of Care Required enabled
The trade contract is flagged as Live
The trade contract's End Date is greater than or equal to the From Date of the Duty of Care run
The trade contracts Duty of Care Due date is empty or less than the Trade Contracts End Date
Trade contract items are not deleted, and their Last Rental Date is empty or greater than or equal to the From Date of the run
How to Start the Duty of Care Run
Once you are there, you can click on the Run Duty of Cares button to bring up the menu for the run you wish to create. The options are as follows:
Start Date - The date that the system will use as the start of the run
End Date - The date that the system will use as the End of the run.
Outlet - (defaults to "All Outlets) This can be used to isolate contracts against a specific outlet in your system
Charge - determines if the system will also generate charge Transactions, where applicable, for the run
If the Trade Contracts Duty of Care Payment Recurring field is blank, then the system will not produce a charge transaction at all.
If the Trade Contracts Duty of Care Payment Recurring field is set to "0.00", then the system will produce a zero-value transaction, which may not be picked up for invoicing (depending on your system settings)
Advance - (enabled by default) If a Duty of Care already exists for a contract, and the End Date of that Duty of Care is within the date range of the run, the system will create a "Gap" Duty of Care to bring that contract up to the end date of the run.
Existing Docs Charge Up to End Date -
Exclude Brokers - if this option is ticked, then contracts will be ignored if they are linked to a "Broker" account
Once you have set the values you require, hit "Start" to begin the run.