Fleet System Management Table of Contents

Step Guides:

• Amend Registration
• Create an Address Group

Fleet System Management Main Menu

Fleet Agreement Review

Agreement Tab

Vehicle Tab

Customer Tab

Finance Tab

Income/Spend Tab

Costs Summary Tab

Rentals Tab

Termination Tab

Maintenance History Tab

Profi Tab

Pending Tab

Movements Tab

View Menu

Odometer Log

WIP Log

Service Schedule

Order Position 

Funding

Vehicle Disposal

Maintenance Profile

Account Balance

Vehicle Balance

Agreement Balance

Posting History

Excess and Under Rates

Audit Log

Notes

Tools Menu

Amend Registration

Miscellaneous Fleet Details

Adjust Renewal Dates

Remove Balloon

Allocate Cost Centre

Change Customer

Change Business

Contract Options

Suspend Contract

Suppress Revenue

Edit Sales Bids

Adjust Depreciation/WDV

Accident Management

Build Summaries

Delete Contract

Document Scanning

Update CRM Contacts

Consolidate Agreement Makeup

Reports & Enquiries

Miscellaneous Options

Address Management Main Form

New Address Group

Details Tab

Customer List

New Address Type

Details 2 Tab

Maintenance Control Tab

Contract Administration 2 Tab

Contract Administration 1 Tab

Terminations Tab

Supplier Tab

Repairer Tab

Purchasing Tab

Contract Upload Tab

Credit Controls

Limits

Accounts

Quoted

Accepted

Live

Terminated

Washed Out

CRM Company

CRM Company Search Form

Excess Rates

Under Rates

Fleet Areas

Fleet Types

Invoice Types

Lease Types

Record Types - Technical

Material Codes

Lining Codes

Roof Codes

Progress Codes

Retail Price Indices

Rental Update Log File

Delete Auto Contact

Posting Controls

Posting Table Set-up

Lease Definitions

Default Lease Definitions

Schedule Definitions

Lease Elements

Product Details

VAT Assumptions

Business Sources

Posting Management

Cost Centres

Make-up Sources

Cost Centre Types

View Contract Events

Create RPI Rental Log Entries

Apply Rental Updates From Log

System Maintenance

Align CRM Vehicles

Purge Old Quotes

Validate Database

Purge Database

Prevent/allow Access

Reset In Use Flags

Verify Files

System Parameters

System Controls

Create Files

Kerridge Utilities

Maintain Model Cross-Reference

Pre-Format Conversion Files

General Conversion

Control Defaults

Amend GB.ident

Import

Record Maintenance