Accessed via the Contract Upload menu option and selection of the Details Tab.
Selection of the Details Tab enables set-up of the required contract product details for the selected Contract Upload record.
Most of the information on this form is via look-up tables from Fleet System Management or Environment (in the case of Fleet Management lease types).
Completion of the relevant details ensures that the agreement is set-up correctly for invoicing, budgets etc.
The contents of the Details Tab Dialogue Box is as follows:
Selection of the
button allows the selection of the required Product type held within Fleet Quotations / Miscellaneous Options / Product Management / Product Details.
The Lease Type for the contract upload record i.e. the type of contract. Selection of the ellipsis button immediately yo the right of this field presents a Fleet Least Types List Box that displays current available lease types.
Lease Types are set up in Fleet System Management / Miscellaneous Options / Lease Types.
If the Lease Type is edited then the budgets must be re-generated.
Once selected, the system displays a grid containing the Overhead and Profit aportionment for each product split. This information is for display purposes only and contains information held within the Details and Details2 Tabs of the Fleet Quotations Product.
The Lease Definition further defines the Lease Typethrough the allocation of the appropriate lease elements and nominal codes. Selection of the ellipsis button immediately to the right of this field displays the Fleet Lease Definitions List Box from which the appropriate definition may be selected.
Lease Definitions are initially set up in Fleet System Management / Miscellaneous Options / Posting Controls / Lease Definitions.
The required contract term, in months, for the contract. This is a three character field allowing up to 999 months.
The first field displays the number of initial rentals for the proposed contract.
The second field displays the number of regular periodic rentals for the proposed contract.
The third field displays the month within the contract term in which payments are due to commence.
This field determines the frequency of invoiced regular payments to be made within the contract. The down-arrow button accesses a drop-down list displaying the following currently available selections:
- MMonthly
- 2Bi-Monthly
- QQuarterly
- BBi-Annually
- AAnnually
The total distance for the upload contract.
This field is only populated if one or more of the Fleet Management Types fields is populated within the Contract Upload Tab of the Address Groups form is populated. Up to four Fleet Management Types may be held against the address group. The first fleet management type held against the address group is defaulted within this field. However, the
button may be used to view any of the four existing types against the address group record.
A checkbox which, if ticked, allows the selection of any of the Fleet Management Type codes held within the Fleet Management table (not just the four that may be held against the address group).
Used to define the source of the business for the current import contract. Selection of the ellipsis button immediately to the right of this field displays the Fleet Business Source List Box from which the appropriate source may be selected.
Business Sourcesare set up in Fleet System Management / Miscellaneous Options / Posting Controls / Business Sources.
If a vehicle has been selected within the Vehicle Tab that has a registration date within the Fleet FM_motor file then this field is automatically populated; else, the registered date needs to be manually input.
The MOT renewal date. If the Registered date is populated then the system calculates this date based on the information held within Franchise Data (i.e. whether the MOT is renewed every 12 months, etc.
The RFL renewal date. If the Registered date is populated then the system calculates this date based on the information held within Franchise Data (i.e. whether the RFL is renewed every 12 months, etc.
Prompts for the number of units to be converted into an agreement for the vehicle variant. The default number of units is 1.
Products such as PCP require an APR rate to be displayed. This value is for memo purposes and there are no calculations based upon it.
Used to define the required Motor Club code (with its associated vehicle type, period cover, period fee, etc) for the current upload contract. Selection of the ellipsis button immediately to the right of this field displays the Motor Club List Box from which the appropriate motor club option may be selected. The required option may be selected with the mouse and the OK command button used to confirm this selection and return the value to the Details Tab. Following selection, the full Motor Club Description is displayed in the field to the right.
Motor Club types are initially defined within Fleet Quotations /Miscellaneous Options / Product Management / Motor Club Options.
Used to define the required Relief Vehicle Costs code (with its associated level of cover, days hire, adjustment percentage, etc) for the current upload contract. Selection of the ellipsis button immediately to the right of this field displays the Relief Options List Box from which the appropriate relief vehicle cover option may be selected. The required option may be selected with the mouse and the OK command button used to confirm this selection and return the value to the Details Tab. Following selection, the full Relief Cover Description is displayed in the field to the right.
Relief Vehicle types are initially defined within Fleet Quotations /Miscellaneous Options / Product Management / Relief Vehicle Set-up.
Used to define the required Additional RFL Costs code (with its associated renewal flag, capitalisation options, etc) for the current import contract. Selection of the ellipsis button immediately to the right of this field displays the RFL List Box from which the appropriate road fund license option may be selected. The required option may be selected with the mouse and the OK command button used to confirm this selection and return the value to the Details Tab. Following selection, the full RFL Description is displayed in the field to the right.
Road Fund License types are initially defined within Fleet Quotations /Miscellaneous Options / Product Management / RFL Options.