Accessed via Address Management and selection of the Details2 Tab.
Selection of the Details2 Tab enables the review or amendment of five groups of data which relate to the Master Agreement Fleet Information, Contract Defaults, Recharges and Movements.
The Details2 Tab Dialogue Box contains the following fields:
This field enables the storage of the master hiring agreement associated with this customer. This master number is subsequently written into the agreement file of any agreement records that are set up for this customer (the value is written to a field named MASTER).
Note: This is only done for new agreements when the Convert Quote process is used to convert a quotation into an agreement.
Enables storage of the date for the master hiring agreement if one is held. This may be useful for printing onto documents.
The total fleet size of this customer. This field is not automatically updated as contracts are entered on the system and is only a memo field.
The code for the sales executive responsible for this customer. When this executive is selected within quotation generation only the customers associated with this sales executive (via this form) are displayed.
Selection of the ellipsis button displays a Fleet Users List Box that enables the appropriate sales executive (e.g. sah) to be specified for this customer. Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Details2 Tab. The scroll bar to the right of the form may be used to locate sales executive codes which cannot be immediately displayed within the first eighteen codes on the initial page.
Generally used to identify the overriding type of vehicle ownership/contract. Selection of the ellipsis button displays a Fleet Types List Box that enables the appropriate Fleet Type (e.g. CH - Contract Hire) to be specified for this customer. Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Details2 Tab.
Recharges
Selection of the down-arrow-button presents a drop-down-list of the three options available for recharging the selected customer RFL. These are as follows:
- N No recharge. The fleet company bears any increase of actuals over budget.
- W Whole Cost Recharge. All actual costs are recharged to the customer. Recharging, if required, is achieved through the Periodic Invoicing option in Invoicing Procedures within the Contract Administration module.
- D Recharge Increase. Any increase in the actual cost over the budgeted cost is recharge to the customer.
Selection of the down-arrow-button presents a drop-down-list of the three options available for recharging the selected customer for Motor Club. These are as follows:
- N No recharge. The fleet company bears any increase of actuals over budget.
- W Whole Cost Recharge. All actual costs are recharged to the customer. Recharging, if required, is achieved through the Periodic Invoicing option in Invoicing Procedures within the Contract Administration module.
- D Recharge Increase. Any increase in the actual cost over the budgeted cost is recharge to the customer.
Selection of the down-arrow-button presents a drop-down-list of the three options available for recharging the selected customer for insurance. These are as follows:
- N No recharge. The fleet company bears any increase of actuals over budget.
- W Whole Cost Recharge. All actual costs are recharged to the customer. Recharging, if required, is achieved through the Periodic Invoicing option in Invoicing Procedures within the Contract Administration module.
- D Recharge Increase. Any increase in the actual cost over the budgeted cost is recharge to the customer.
For some leasing companies there is a need to collect a vehicle from a customer by a movement agent and then deliver it to a third party premises for disposal. The details of four different company names, contact and address details are required. Firstly the logistics agent, secondly the customer's main address, thirdly the vehicles collection address (which may be the same as the company one), and finally the destination address for the vehicle collection.
If this field is ticked then the Address Group is made available within the Movements module for Deliveries & Collections and a new Field called Delivery Agent should be updated with the Address Group code. The Delivery agent address, contact name and contact details are then populated in additional fields, these need to be held on the movement record to allow manual amendment of the information if required.