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DELIVERY RECORD (DELIVERY DETAILS TAB)

Overview

Selection of the deliver.gif icon from the Toolbar in the Vehicle Movements screen opens the Delivery Record screen. This screen may also be accessed from within the Order Tab within Vehicle Purchasing.

This screen enables the creation and subsequent administration of delivery records for a selected vehicle.

Selection of the Delivery Details Tab displays details of the address the vehicle is being moved from in addition to the address to which the vehicle is being moved.

Delivery Details Tab Dialogue Box

The Delivery Details Tab Dialogue Box contains the following fields:

Delivery From

The address group name of the company location from where the vehicle is being collected for delivery.

The system defaults in the third party agent's name (if applicable) from the respective address group but this data is editible.

The address of the company location from where the vehicle is being collected for delivery.

The system defaults in the third party agent's address (if applicable) from the respective address group but this data is editible.

The postcode of the company location from where the vehicle is being collected for delivery.

The system defaults in the third party agent's postcode (if applicable) from the respective address group but this data is editible.

The contact name at the company location from where the vehicle is being collected for delivery.

The system defaults in the third party agent's contact name (if applicable) from the respective address group but this data is editible.

The telephone number of the company location from where the vehicle is being collected for delivery.

The system defaults in the third party agent's telephone number (if applicable) from the respective address group but this data is editible.

The fax number of the company location from where the vehicle is being collected for delivery.

The system defaults in the third party agent's fax number (if applicable) from the respective address group but this data is editible.

The email address of the company location from where the vehicle is being collected for delivery.

The system defaults in the third party agent's email address (if applicable) from the respective address group but this data is editible.

Delivery To

The address group name of the company location to where the vehicle is being delivered.

The system defaults in the customer's name from the respective address group but this data must be editible.

The address of the location to where the vehicle is being delivered.

The system defaults in the customer's address from the respective address group but this data is editible.

The postcode of the location to where the vehicle is being delivered.

The system defaults in the customer's postcode from the respective address group but this data is editible.

The contact name at the location to where the vehicle is being delivered.

The system defaults in the customer's contact name from the respective address group but this data is editible.

The telephone number of the location to where the vehicle is being delivered.

The system defaults in the customer's telephone number from the respective address group but this data is editible.

The fax number of the location to where the vehicle is being delivered.

The system defaults in the customer's fax number from the respective address group but this data is editible.

The email address of the location to where the vehicle is being delivered.

The system defaults in the customer's email address from the respective address group but this data is editible.

The registration number of the returning vehicle (if applicable).

The functionality to have an audit trail between a delivery and a returning vehicle is available through this field. It functions both ways, i.e. a Delivery can be tracked to a Collection and a Collection can be tied back to a Delivery.

If this field is updated then the program checks whether the vehicle is a Fleet or non-Fleet vehicle. If non-Fleet then the record in FD.motor is created and the system prompts for the vehicle description. The Collection form is then displayed with the Regno defaulted-in.

Within the main Vehicle Movements form itself, or via Fleet System Management Global Review any linked movement is clearly displayed as having an associated movement record, which can be directly accessed if required. If there is no linked vehicle then the fields remain blank. Accessing a linked record however, switches to the new registration and also allows a return back to the original vehicle.

The linking is important for reporting and query purposes, for a new vehicle delivery the movement agent may know the new car registration but may not know the details about the returning vehicle.


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