Selection of Edit Delivery Date from the Tools Menu Bar option presents an Edit Delivery Date form which enables the expected delivery date for the quotation to be edited.
A number of leasing companies have campaigns and schemes for Manufacturers' VRB: the first, denoting off-the-vehicle-invoice as an additional dealer bonus; the second, as a reclaim later value. Both methods may be date driven to provide a range for these values. When quoting, an anticipated delivery date is calculated one calendar month from the quote generation date and providing this delivery date falls within the VRB date range then the VRB value is used in the quote calculation.
This Effective From Dateis used in conjunction with the Effective To Date field in the Override Details form (within Miscellaneous Options / Override Management to constitute a date range for which the selected VRB bonus is valid.Note: In order to activate the delivery date function in quotes the Prompt for Delivery Date? checkbox must be ticked within the Calculation Details Tab in System Parameters within the Quotations module. The prompt date defaults to the quotation generation date plus one month but can be amended if required. Providing the delivery date falls within the date ranges for the relevant override table then the VRB value is used in the calculation.
The date prompt is automatic and appears after a vehicle is selected in Quotations or a batch of vehicles is selected in Ratesbooks. After a quote is calculated the Edit Delivery Date form then becomes available in the Tools menu to allow the delivery date to be amended; this may move the VRB into another date range and thus generate a different value.In addition to displaying the form name the Title Bar provides a number of useful buttons.
The anticipated delivery date for the vehicle being quoted. The prompt date defaults to the quotation generation date plus one month but can be amended if required.
The Command Buttons in the Edit Delivery Date form function are as follows:
On display of the Edit Delivery Date form, a default date is displayed. This can be immediately overridden by entering a new value. This button saves an amendment and returns the new date value to the quotation.
Returns to the primary Quotations form without saving any changes.
Provides online access to a context sensitive Help form.