The Edit Overhead form allows the individual editing of the overhead value within a quotation after it has previously been determined by System Parameter and Customer Defaults.
This form is accessed by selecting Edit Overhead from the Tools Menu within the primary Quotations form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
It is possible to enter a defaulted overheads value into Kestrel using a system parameter. The value is zero, a percentage of total costs, or a monthly value. This overheads value, be it a percentage or a monthly amount, is stored in the the Calculation Details Tab within System Parameters in a fields called Overhead Value (FQ_SP_OVHDVAL). Another system parameter field called Overhead (FQ_SP_OVHDCALC) determines the type of value (percentage or amount). This is also stored in the the Calculation Details Tab.
This Monthly Overhead field within the Quotation Tab of fleet customer defaults enables the overheads value to be stored as a monthly cost but to hold it at customer level. When a quotation is produced the system checks at this customer level to determine a specific overhead value for the customer being quoted; if a value is found, then it is used in preference to the default system value. The customer default overhead value is always used in preference to the system default value.
The subsequent overhead value is displayed in this Monthly Overheadfield within the quotation but can be individually edited by taking this option.
The following field is displayed:
Displays as a default the current overhead value. Allows the input of the required overhead value.
The Command Buttons in the Edit Overhead form function as follows:
Confirms the new overhead value and returns it to the primary Quotations form.
Returns to the primary Quotations form retaining the original values.
Display context-sensitive online help.