Accessed via Contract Review and selection of the Termination Tab.
Selection of the Termination Tab displays a breakdown of termination and disposal details for this contract (if applicable).
This data is retrieved from the FT.termi and FT.dispo files.
The Termination Tab Dialogue Box contains the following fields:
The contract status (e.g. T - Terminated) with regard to Termination.
A combination of two fields.
The Termination Typecode displays the type of termination that the contract undergoes e.g. Normal, Early, Theft or Write-off.
The Calculation Basis code displays the code used to calculate the values of the quotation.
A vehicle may be linked to or taken off the pooled vehicle fleet of the customer associated with it.
If the vehicle is pooled then it is linked with like vehicles at the time of termination, allowing for the correct calculation of the excess mileage invoice.
The Pool Group is created in the Pooled Invoice Groups set-up form accessed via Terminations / Miscellaneous Options / Pool Groups
The Pool Group is then allocated against a customer within the Pooling Group field in the Terminations Tab within Address Groups.
The original contract start date.
The number of periods within the original contract e.g. 36 for a three year monthly agreement.
W/o Happened
A checkbox which, if ticked, denotes that automatic washout is applicable to this contract.
The date the vehicle is stolen or written-off. Populated in a Theft and Write-Off Termination.
The quoted termination date from which all the termination values are calculated.
The date (if applicable) on which a contract is suspended via the Suspend Contract process within Contract Review.
The actual termination date. This field is populated only upon termination of the contract.
The original expected agreement end date. This field is automatically populated from the agreement end date.
If the contract has been terminated early, or has been extended before termination, then this field displays the actual number of periods within the contract as of the Actual End Date.
The last recorded odometer reading for the vehicle.
The date the last recorded odometer reading for the vehicle is taken.
The contract status e.g. P with regard to Washout.
The sale date of the vehicle. This is picked up as the invoice date to the customer.
The invoice reference number. The system automatically defaults the registration number of the vehicle sold. This may be overwritten within the Re-CRM process if required.
The Sales Location code field for denoting the sales area type from which the sale is made e.g. ADT ADT Auctions, PRIPrivate Sale or WEB Online Auction. This enables reporting on the location from which the best returns are obtained for vehicles on the fleet.
The Sales Location codes are set-up within Terminations / Miscellaneous Options / Sales Locations.
The Sales Ledger account to which the vehicle sale is posted. This may be a general account used for vehicle sales (and the name and address overwritten on the invoice itself) or it may be the actual Sales Ledger account of the purchaser.
The actual value being received for the vehicle from the client i.e. the Gross Realisation.
The VAT on the Gross Value. This field is automatically completed by the system according to the value input in the Gross Realisation and the Gross VAT Code fields. The value may be edited if required.
The value of the Road Fund Licence as it is sold on to the new customer buying the vehicle. This creates a separate line in Ipend.
Displays the Invoice Name associated with the selected Sales Ledger Account.
Displays the Invoice Address associated with the selected Sales Ledger Account.
Displays the Invoice Address postcode associated with the selected Sales Ledger Account.
The following six CAP columns are only displayed if the Use CAP Black Book checkbox is ticked within the Details Tab in Terminations / System Maintenance / System Parameters. The 12 CAP values are displayed as read only.
There are two rows with the displayed values representing the CAP valuations based on the mileages entered at the point of Vehicle Termination (Final Procedure) and Disposal (Bids).
The odometer reading at the time of Termination or Disposal Bid.
The imported CAP Black Book value for vehicles in good condition.
The imported CAP Black Book value for vehicles in average condition.
The imported CAP Black Book value for vehicles in below average condition.
The imported CAP Black Book value for vehicles to be sold at retail value.
The age of the vehicle with regard to the month of production.
The age of the vehicle with regard to the year of production.