This process enables the transfer of vehicle records from the fleet Kompact module to the Vehicle Stockbooks module.
If the Transfer to VSB checkbox is ticked on in the General Group
Box of the General 2 Tab then the
icon is added to the
Kompact agreement Terminations form which when selected displays the
Transfer to VSB form which initiates the transfer to
VSB.
The fields populated in the Transfer to VSB form (plus several additional fields) update the Kompact record and are used to populate the automatically created VSB record. On transfer the system makes 4 postings in to the nominal (based on the new posting slots in the Terminations Tab of the Posting Table and the way that these are set up). During the transfer process the kompact record is Terminated and the Vehicle Rental vehicle record Available for Hire flag is set to No. The used stock record that is created is automatically set to the account status defined within with the VSB Xfer Status field in the General Group Box of the General 2 Tab (e.g. Purchased) and the relevant vehicle spec file entry for the transferred vehicle.
What do you want to do?
The following step by step process should be followed:
Set the VSB Transfer system parameter
Select System Maintenance from the main Kompact menu.
The System Maintenance Menu is displayed.
Select the System Parameters option.
Tick the Transfer to VSB checkbox in the General Group Box of the General 2 Tab.
Enter the required status code in the VSB Xfer Status field.
This status code populates the VSB record following the Kompact VSB Transfer process.
View/Edit the VSB Transfer Details in the Remarketing Tab
From the Master Menu, select the Fleet Kompact option and Company required.
The Kestrel Kompact Menu is displayed.
Select the Contract Management option.
The Contract Management form is displayed.
Select the 
icon.
The Contract Search form is displayed.
Enter the appropriate information to locate the required agreement.
Select the 
icon.
Select the 
shortcut from the menu on the left of the form.
The Termination Tab is displayed.
Select the Remarketing Tab
Enter the date that the Kompact asset is available from in the Date Available for Sale field.
Enter the notional stock value in the Stock Value field.
Enter the minimum estimated selling value in the Est. Sale Price field.
Enter the location to which the assest is being transferred for sale in the
Location field by using the ![[...]](Ellipsis.gif){kind=small}
button to select a valid location from the Locations file (GB_locat). This
is a mandatory field because it cannot be edited within VSB and postings are generated from it.
Only when this field is populated is the icon enabled to display the
Transfer to VSB form and initiate the VSB transfer.
Populate the VSB Transfer form
Select the icon.
The Transfer to VSB form is displayed.
The Actual Cap. Cost, Accumulated Depreciation and Current WDV fields are populated automatically by the system.
Enter the Transfer Value of the vehicle i.e. the value that the vehicle is bought in to VSB stock at.
Within the Transfer to VSB form select the
icon.
A form is displayed informing the user that the appropriate values have been populated in the Kompact agreement and that the Vehicle Stockbook record has been created and also updated with the appropriate values.
On transfer the system makes 4 postings in to the nominal (based on the new posting slots in the Terminations Tab of the Posting Table and the way that these are set up).
During the transfer process the Kompact record is Terminated.
During the transfer process the Vehicle Rental vehicle record Available for Hire flag is set to No.
The used stock record that is created is automatically set to the account status defined within with the VSB Xfer Status field in the General Group Box of the General 2 Tab (e.g. Purchased) and the relevant vehicle spec file entry for the transferred vehicle.
