This form enables selection of a vehicle contract to which services are to be added or deleted and then the required services to be selected. The new service is selected from the Fleet Quotations product tables (set up within the Product Management menu) and once selected the Service Management form is displayed enabling entry of the Monthly Value. A new profi line is added to the Profi Tab of the live agreement using the apropriate finance/service elements.
To access Service Management:
From the Master Menu, select the Fleet System Management option and Company required.
The Fleet System Management Menu is displayed.
Select the Service Management option.
The Service Management form is displayed.
This form is divided into four parts that are as follows:
In addition to displaying the form name the Title Bar displays other useful identification criteria and buttons.
| Menu | Icon | Description |
|---|---|---|
| File > Update |  |
Displays the Service Management form enabling entry of the Monthly Value and updates the selected vehicle contract with the new defined services. A new profi line is added to the Profi Tab of the live agreement using the apropriate finance/service elements. This could mean that one or more services are added or taken away dependent upon the selected Service Edit Mode. |
| File > Exit |  |
Exits the service management form without updating services. The ALT F4 shortcut is an alternative way of exiting the form. |
| Help > |  |
Provides online access to context sensitive help for the current application using the default browser. |
Enables selection of a vehicle contract to which services are to be added or deleted and then the services to be selected.
Contract Selection
Registration number: Selection of the
button opens the Fleet Global Search form so that selection criteria may be entered to locate the required vehicle contract. Alternatively, the vehicle registration number may be directly entered.
Service edit mode: Selection of the
button allows selection of the following:
ADD Add Service DELETE Delete Service Once Add or Delete have been selected (and the TAB key selected then the required services to be added/deleted are selected below.
Services
Insurance option: A checkbox which, if selected, denotes that the Insurance service is to be actioned. Once selected the
Motorclub option: A checkbox which, if selected, denotes that the Motor club service is to be actioned. Once selected the
Accident Management: A checkbox which, if selected, denotes that the Accident Management service is to be actioned. Once selected the
Additional Cost: A checkbox which, if selected, denotes that the Additional Costs service is to be actioned. Once selected the