Selection of the Valuation Tab from the Usage Management form displays the Valuation details form.
The Valuation Tab is where the cost of the vehicle and accessories/extras is recorded. If the vehicle has been loaded with all relevant vehicle information, such as factory options, dealer fitted options & delivery charges, the fields would have already been populated. If not, the details may be entered within this form.
The list price is the basic price and the VAT value needs to be input separately within this form.
This form is contains the following information:
A user-defined miscellaneous reference for the contents of the valuation tab.
Vehicle List Price
Displays the list price for the vehicle associated with the current contract under review. This is the value of the basic vehicle only. If the value of the vehicle includes delivery charge, then there is no need to record this separately unless required. If recording it separately then the Delivery charge must be inclusive of VAT and entered in the delivery field.
The VAT for the vehicle list price.
This is the total list price for all the factory fitted options. VAT needs to be input separately.
The VAT for the total of factory fitted options.
This is the total list price for all the dealer fitted accessories. VAT needs to be input separately.
The VAT for the total of dealer fitted options.
This is the total price of the delivery including VAT. Do not populate this field if the delivery charge has been included in the vehicle price.
Any accessories fitted after delivery need to be recorded as well as the date fitted. The P11D calculation will only be include dealer accessories over £100.
A single-left-click within this field enables entry of a free format description for an accessory that has been fitted to the vehicle after its initial delivery.
The date on which the post delivery accessory was fitted. A single-left-click in this field displays the
which enables standard celendar functionality to be used.
The list price of the post delivery accessory including VAT (to be used in the reporting of P46 and P11D information relating to the selected vehicle and driver(s)).