Accessed via Address Management and selection of the Contract Upload Tab.
Selection of the Contract Upload Tab gives governs certain default values used within the Contract Upload area of the system for the selected customer.
The Contract Upload Dialogue Box contains a single data group under the heading of General:
A checkbox which, if ticked, defines this record as the default record. Its prime aim is to expedite the entry of contracts for products such as Motability.
A default Fleet Management type. If the Lease Type (below) allows selection of a Fleet Management type (defined on the Lease Type record) and if the Lease Type is input at quotation stage then the default value contained in this field is automatically selected. The default value may be amended within the quotation if required.
This code may be keyed directly, if known (e.g. 9 ), or the ellipsis button (...) immediately to the right of this field initiates a Fleet Management Types Search that enables selection from the current available fleet management 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 Contract Upload Tab . The scroll bar to the right of the form may be used to locate fleet management codes which cannot be immediately displayed within the first eighteen codes on the initial page.
The default Lease Type for this customer. This is the default for the Lease Type of the contract within the initial quotation selection form when this customer is selected. Defining a default reduces the selection of Lease Definitions when generating a quotation as only those with the same Lease Type are displayed. The default value may be amended within the quotation if required.
This code may be keyed directly, if known (e.g. CM ), or the ellipsis button (...) immediately to the right of this field initiates a Fleet Lease Types Search that enables selection from the current available lease type 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 Contract Upload Tab . The scroll bar to the right of the form may be used to locate lease type codes which cannot be immediately displayed within the first eighteen codes on the initial page.
The default Lease Definition for this customer. This is the default for the Definition of the contract within the initial quotation selection form when this customer is selected. The default value may be amended within the quotation if required.
This code may be keyed directly, if known (e.g. A ), or the ellipsis button (...) immediately to the right of this field initiates a Fleet Lease Definitions Search that enables selection from the current available lease definition 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 Contract Upload Tab . The scroll bar to the right of the form may be used to locate lease definition codes which cannot be immediately displayed within the first eighteen codes on the initial page.