Overview
The FK Products form is displayed when you click Fleet Kompact > Miscellaneous Options > Products. The Products form enables the creation, review or edit of a Fleet Kompact product with it is associated product splits. This can then be cross-referenced to a Fleet Quotation (FQ) product and then linked to the required multi-posting table.
To create a new product type select the Create Command Button.
To view or amend an existing product code type use the following procedure:
The cursor is located in the Product Code field prompting selection of a reason code/description for the purposes of editing an existing record. A single-left-click of the ellipsis button to the right of this field displays a Products search form that enables selection from the current available product codes. The cursor is located in the search field. Key part or all of the required product code and select the Product Code command button. Product codes matching the entered criteria are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Products form.
Tabs:
Displays a number of details relating to the selected product which are as follows:
Description: Displays a free-format meaningful textual description for the selected Product type for example, Contract Hire With Maintenance.
Default MPT: The multi-posting table to be used for the selected product type. This defines where the various elements of the agreement are to be posted within the Nominal Ledger. A single-left-click of the
button to the right of this field displays an Posting Tables List Box that enables selection from the current available codes. Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Product form.
The required multi-posting table is either manually selected against the agreement (if the manual input wizard is used to create the agreement) or is automatically allocated against the agreement if the agreement is created from an existing quotation (by way of the FQ_Product XRef cross-reference field below.
FQ Product XRef: The Fleet Quotations (FQ) product. This provides a cross-reference with the Fleet Kompact (FK) product. The elements of the FQ product are automatically allocated against the agreement once the cross-referenced Kompact product is selected.
Agreement Must Balance: Flag is used to ensure that whenever the system is prompted to create and start the agreement, the system performs a check to ensure that the financial information provided balances.
If the checkbox is selected then the user is required to balance the contract financial information, and will prevent the user from starting the contract until it does. If cleared, the system will accept the start date, and the financial contract detail provided with an imbalance.
Use XS dist in Financials: A checkbox which, if selected, denotes that the Excess/Under mileage line is displayed on the Financials Tab.
Auto Recharge Calculation: A checkbox which, if selected, denotes that the automatic recharge uplift functionality is used for the labour element (only) of maintenance approvals for agreements using the selected product.
The Details 3 Tab in the Company Record enables specific customers to be defined as requiring an uplift percentage/value which can be automatically generated for the labour element of all maintenance approvals for this selected company record. Both the Labour Uplift Percentage field and the Labour Uplift Value field are mutually exclusive and the uplift value may only be held as either a percentage or a monetary amount. The uplift percentage may be a positive or negative value.
Service Contract: A checkbox which, if selected, denotes that the selected product is enabled for invoicing a customer with an agreed fixed service charge by way of the Service Contract functionality.
Split Descriptions
Split 1 - 6: A free-format text field for defining the product splits (typically Finance or Maintenance). Up to thirty characters are available for input.
Split method: Selection of the
enables selection from one of the currently available split method types for example, Finance, Maintenance, etc)
The method is used in conjunction with the Escalations routine to identify the rental elements. One of the Escalation routine functions is to allow different rental elements to be increased by the same or differing amounts. The Split method is assigned to identify the rental element as being either Finance or Maintenance.
The workshop transfer tab enables you to carry out additional checks when a Kompact vehicle is allocated to WIP from Point of Sale.
Allow workshop xfer: Enables workshop transfer for the selected product.
Post approvals: Posts transferred approvals to accounts.
Allow FK/MK synchronisation: Enables synchronisation between Fleet Kompact and CRM for all contracts with the selected product code.
Tip: To select synchronisation for an individual contract, open the relevant agreement and select Allow FK/MK synchronisation on the Ancillary data tab.
Agreement Status grid:
Note: Grid displays each agreement status and whether or not workshop transfer is permitted for each stage.
Agreement Status: Status of agreement. For example, Accepted, Ordered, Live, Suspended, Terminated, Closed.
Allow Transfer: Workshop transfer enabled and displayed by a checkmark.
COMMAND BUTTONS:
A number of command buttons are available. Some buttons are context sensitive and are dimmed and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exit: Exits the current form and returns to the Miscellaneous Options Menu.
Help: Provides online access to a context sensitive Help form.
Create: Enables the creation of an additional record. Mutually exclusive option buttons allow this to be done in one of the two following ways:
Blank: Used if a new record is to be set-up without utilising existing criteria.
Copy: Copies the values within an existing "nearest match" record so that only required values need be edited.
Amend: Provides the facility for editing the set-up options of the current record. No edits can be made to a record until the Amend command button has been selected.
Delete: Deletes the currently selected record.
Confirm: On first accessing the form this command button is dimmed. Following selection of the Amend button the Confirm option then becomes available to enable any edits to be confirmed.
Cancel: On first accessing the form this command button is dimmed. Following selection of the Amend command button the Cancel option then becomes available to enable any edits to be cancelled.
Message: This is not a command button. This box is a way of displaying messages with regard to the status of the current record for example, "Record Secured OK"
Ad-hoc: Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form.
Setup: Selection of this button displays a further form that provides an itemised display of all the selection criteria for the current record.
