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OVERRIDE MANAGEMENT

Overview

The Override Management set-up form is accessed via Miscellaneous Options / Override Management and is used to create, edit and delete override records for customer discounts and bonuses. These values override at customer level any global discounts and bonuses either imported from a particular data source or manually created.

Once the Override code tables have been set up, the required Override code must be allocated against the appropriate customer record in the Fleet Details Quotations Tab in CRM. The override code should be placed in either the First VRB Override, Second VRB Override, First Option Override, or Second Option Override field depending on the override type (i.e. VRB or Option override) and the level of override (i.e. Is it the first level override or is it a second level override that actually overrides the first).

Note: A second level overrides the first level for exception purposes for example, All NHS Hospitals may receive Metallic paint free as a first level override so the metallic paint Override code should be placed in the First Option Override field. However, a second level override may be set up for a specific hospital that does not receive free metallic paint; therefore a second metallic paint Override code should be placed in the Second Option Override field. This just acts as an exception to the first layer of override and is, in effect, an override of an override.

The form is split into the following four areas.

Title Bar

In addition to displaying the form name the Title Bar provides a number of useful buttons.

Menu Bar

The contents of the Override Management menu bar is as follows:

Following selection, the following option is presented:

Exits the Override Management form and returns to the Miscellaneous Options menu.

Provides online access to a context sensitive Help form.

Toolbar

The contents of the full toolbar are as follows:

Exits the Override Management form and returns to the Miscellaneous Options menu.

Provides online context sensitive help information to the user

Override Management Dialogue Box

This area of the form contains a number of option buttons, three icons and two distinct selection/display areas:

Four mutually exclusive option buttons. If the Discount option button is selected then the Override area (to the left of the form) enables the display and creation of override dealer discount types. If the Bonuses option button is selected then the Override area (to the left of the form) enables the display and creation of override bonus types i.e. Volume Related Bonus. If the Options option button is selected then the Override area (to the left of the form) enables the display and creation of override option details (for manufacturer free of charge options, for example).

Selection of the New icon displays the Vehicle Selection form. This box enables the selection of franchise(s), model(s) or variant(s) for an existing or newly created override type (created in the Override Selection/Display Areasee below) for inclusion within the current discount or bonus override form.

Following selection of the required vehicle variant and selection of the Enter key an Override Details Sub-form is displayed prompting entry of the override values.

This icon enables the deletion of any current vehicle selection(s) within an override type.

This icon enables the editing of any override details for the currently selected vehicle by displaying the Override Details form.

Displays the current override types. Both the override code and description are displayed for each override type.

This area is also used to create a new override record or edit/delete an existing record. A single-right-click of the mouse displays a small Sub-menu form. The following menu options are displayed:

  • New
  • Edit
  • Copy
  • Paste
  • Delete

Selection of the New menu option displays the Override Type dialogue box. Input is required for the following two fields:

A ten character user-definable alphanumeric field used to reference the new override type. This code is subsequently allocated to a particular customer in either the Discount Override, VRB Override or Option Overridefields in the Quotations Tab of the Fleet Details form within the marketing record.

A thirty-five character user-definable description corresponding to the override code.

The OK command button confirms the newly created code/description and returns it to the Override Selection/Display Area. The Cancel command button exits the Override Type dialogue box and returns to the Override Selection/Display Area.

Selection of the Edit menu option displays the Override Type dialogue box for an existing override type. The following two fields may be edited:

A ten character user-definable alphanumeric field used to reference the new override type. This code is subsequently allocated to a particular customer in either the Discount Override or VRB Override fields in the Quotations Tab of the Fleet Details form within the marketing record.

A thirty-five character user-definable description corresponding to the override code.

The OK command button confirms the edited code/description details and returns it to the Override Selection/Display Area. The Cancel command button exits the Override Type dialogue box and returns to the Override Selection/Display Area without the details being amended.

Selection of the Delete menu option prompts to confirm that the selected override type is to be deleted. Selection of the OK command button then deletes the record.

Selection of the Copy menu option copies the override data from the currently selected source override type to another override type in the list.

Selection of the Paste menu option pastes the override data from the copied source override type to the currently selected override type in the list.

Displays the current vehicle records selected against the Override Type that is currently highlighted in the Override Selection/Display Area.

The following details are displayed:

Displays the current vehicle records at either franchise, model or variant level.

If the bonus or discount is a percentage rather than a monetary amount then the appropriate percentage is displayed here.

If the bonus or discount is a monetary amount rather than a percentage then the appropriate monetary value is displayed here.

A tick denotes an additional override on top of an already existing override.

A tick denotes VRB is to be reclaimed for this override selection (this is only applicable to Bonuses override types.

Note: If the Options command button is selected then the Key Display Area displays different fields, namely:

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