The General Tab is used to define general top-level system defaults for the Vehicle Administration module.
To access the System Parameters General Tab:
From the Master Menu, select the Vehicle Administration option and Company required.
The Vehicle Administration menu is displayed.
Select the System Maintenance option.
The FB System Maintenance menu is displayed.
Select the System Parameters option.
The System Parameters General Tab is displayed.
The following fields are displayed:
Priority to Close: The priority level required to close an accident record so that further editing and posting cannot be carried out. It should be at least a level 5.
Tip: The default value for this field is 5
Priority to Post: The priority level required to post an accident invoice to accounts.
Priority to Purge: The priority level required to purge closed accident management records via the Purge Accident Records routine.
Priority to Delete: The priority level required to delete an accident record. It should be at least a level 5.
Tip: The default value for this field is 5
Priority to Assign Action: The priority level required to assign an action progress code against a specific user within an accident record by defining the Action By field in the Amend Current Action form.
Priority to Add Days: The priority level required to add a number of repair days against the Estimated Completion Date i.e. update the + field in the Accident Tab of the accident record.
Priority to Edit Excess: Priority required to be able to edit the insurance excess.
Priority to post comprehensive ins. Values: Priority required to post comprehensive insurance values to the nominal ledger.
Months Before Purge: Holds a value showing the number of months to hold a Closed accident record before it is deleted via the Purge Accident Records process.
Statuses Displayed: Determines what statuses are to be displayed on the accident summary form. Current statuses are as follows:
- A = All Statuses
- L = Live Only
- S = Live & Suspended
Tip: The default value for this field is A (All Statuses).
Action Imminent Days: The number of days before an accident action due date, that the action becomes imminent.
Tip: The default value for this field is 1.
Use Fleet Cross Ref: A checkbox which determines that the details from the fleet system are shown.
Tip: The default value for this field is a blank.
Force Action Follow-up: A checkbox which, if ticked, denotes that when an action is closed then the system immediately prompts with a new Follow-Up Action form so that a follow-up action can be generated immediately. If this checkbox is not ticked then the system prompts Do you want to create a follow-up action?.
Tip: The default value for this field is a Tick.
Use Auto Refresh: A checkbox which, if ticked, denotes that the system automatically refreshes the accident summary form
The default value for this field is a Tick.
Re-fresh Interval: The number of minutes after which the action grid is refreshed if the Use Auto Refresh parameter is ticked.
FB Document Type: The archive document type that scanned images will be stored against.
Tip: The following 3 parameters combined will make calculations regarding the repair completion estimated date.
Work Hours Per Day: Used by the leasing company to determine how many hours they consider an accident management repair garage work within a given day. This value is then used to determine the Repair Days field in the Estimate Record form and subsequently calculating the Completion Date - Estimate in the Accident Tab. This value is used in the following calculations:
Calculation Result Estimated Labour Value (from Estimate Record) divided by Labour Rate Total Number of Hours for Repair Total Number of hours for Repair divided by Work Hours Per Day Number of Repair Days Number of Repair Days multiplied by Repair Calc Factor Repair Days Add Repair Days to Booked In Date Completed Date - Estimate Repair Calc Factor: The calculation factor that enables calculation of the estimated completion date of the repair.
Use Work Days Calc: A checkbox which, if ticked, denotes that the Completion Date - Estimate field in the Accident Tab is determined via a calculation (see above calculation in the Work Hours Per Day field). If this checkbox is not ticked then the Completion Date - Estimate field can be manually updated.
ULR Invoice Journal Type: The journal type to identify the document number range that is used when sales ledger ULR invoices are generated.
Repair Invoice Journal Type: The journal type to identify the document number range that is used when purchase ledger invoices are posted.
Recharge Invoice Journal Type: The journal type to identify the document number range that is used when sales ledger recharge invoices are generated.
Inhibit Posting: A checkbox which, if ticked, does not allow the posting of supplier and recharge invoices from an accident.
Default New Action Code: The default action that appears on new accidents that are created, use the
button to select the code.
Post to Fleet: A checkbox which, if ticked, makes the ULR and Recharge postings to the ipend record of the vehicle agreement if it exists.
Use CC from Lease Type: A checkbox which, if ticked, uses the balance sheet and profit and loss cost centre from the lease type. This parameter is utilised if the Post to Fleet parameter is ticked.
ULR Invoice Type: The fleet Invoice Type for the ULR invoice to be processed. This parameter is utilised if the Post to Fleet parameter is ticked.
Repair Recharge Invoice Type: The fleet Invoice Type for the Repair Recharge invoice to be processed. This parameter is utilised if the Post to Fleet parameter is ticked.
Use Invoice Register: A checkbox which, if ticked, forces the user to select registered invoices when processing supplier invoices.
Estimated Completion Action: Enables the facility for the system to automatically create a diarised Action Log from within an accident record when an estimated repair completion date is calculated. This action has a user definable Action Code that is determined by selecting an Action Code within this field which is then used when the Action is created and the due date of the Action will be a specified number of working days before the estimated repair Completion Date is due for the original accident. The specified number of working days is determined by setting the Days Before Action Due field below. The user that the new Action is to be created against will be the creator of the original accident record.
Tip: The automatically created record is displayed on the Accident Summary form and current functionality will move the action up the list when due/overdue.
Days Before Action Due: Used in conjunction with the Estimated Completion Action field above to determine the creation date of an automatically diarised action log record (dependent upon the estimated repair Completion Date of the original action.