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External Vehicle Details

This form is displayed if the External Vehicle option is selected from the Agreement menu within an agreement. This form is used to create or edit external brokerage vehicle details; these vehicles are not held within the CRM module as with the standard vehicle rental functionality. All the external vehicle data is entered (and subsequently modified if necessary) within this form.

To edit/create External Vehicle details:

  1. From the Master Menu, select the Veicle rentals option and Company required.

    The VEHICLE RENTALS Menu is displayed.

  2. Select the Reservations option.

    The Reservations and Availability form is displayed.

    Select the New icon.

    The Rental Agreement form is displayed;

    Select the External Vehicle option from the Agreement menu.

External Vehicle Details form

This form is divided into three parts that are as follows:

Title Bar

In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.

External Vehicle Details Dialogue Box

The External Vehicle Details dialogue box contains the following fields:

Third Party agree no: The rental agreement number supplied by the third party broker. For broker rental business a rental agreement is created for your customer and then a third party is sourced from which to hire-in the required customer vehicle. The third party creates their own rental agreement and quotes or faxes the agreement details (including the agreement number) so that the details may be input into your own agreement.

Off Hire Reference: The rental off-hire number supplied by the third party broker. For broker rental business a rental agreement is created for your customer and then a third party is sourced from which to hire-in the required customer vehicle. The third party creates their own rental agreement and quotes the off-hire number when the vehicle is off-hired so that the details may be input into your own agreement.

Registration number: The registration number of the vehicle supplied by the third party supplier. This may not always be known at the start of the agreement.

Driver Name: The customer driver name. This is a free format field and may be manually entered. This can be used as an alternative to selecting a structured driver record within the Drivers Tab.

Vehicle Description: The full vehicle variant description (or as much of it as is known).

Vehicle Colour: If known this may be entered to assist in identification of the vehicle.

Fuel Type: Manually entered data. This is simply for information so that it may assist in advising the driver of the fuel type to be entered into the vehicle.

Registered Date: The registered date of the vehicle.

Engine CC: Manually entered data. This is simply for information so that it may assist in advising the driver of the vehicle's engine capacity.

CO2: Manually entered data. This is simply for information so that it may assist in providing the correct P11D information.

Vehicle Price: The vehicle list price (for P11D reporting purposes).

Off Hire date: The rental off-hire date for when the vehicle is off-hired with the third party supplier. The [...] button may be used to invoke a monthly diary form in order to assist in establishing alternative date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary form. A double-click on the appropriate day of the month enters this date into the appropriate date field.

Start Rental: The system defaults-in the From date of the rental agreement for the customer (initially entered via the Booking form).

End Rental: The system defaults-in the To date of the rental agreement for the customer (initially entered via the Booking form).

External Hire Notes: Free format notes (Up to 10 lines of 50 characters) for the external vehicle hire.

COMMAND BUTTONS:

Save: Confirms any information that is entered and returns the new or edited data to the agreement form.

Cancel: Exits the form and returns to the agreement form.

Help:Displays online context-sensitive help using the default browser.

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