Accessed by way of Fleet Quotations / Quotations and selection of the
icon.
Selection of the Audit Tab enables a review of changes made within the primary Quotation or within Vehicle Data Management form.
If an existing quotation is amended then (and the New Quote No on Save checkbox is selected in the General Tab within System Maintenance / System Parameters) a new quotation number is generated. However, each successive edited quotation will always retain the same unique Quote Ref number. An audited log will be kept of each edit by way of this Quote Ref number.
Within the primary quotation form amendments to each of the following elements (utilising the appropriate Review and Tools forms, etc) are audited:
- Residual Value
- Maintenance Value
- Margin
- Dealer Commission
- Profit
- Rental
- APR
- Vehicle Discount %age
- Vehicle Bonus (VRB)
- Budgets (via Makeup Review)
- Rollback attributes
A columnar display of the following fields provides an itemised audit log of changes made to the quotation:
A unique record key identifier which is system generated and is dependent upon the part of the quotation which is edited. If, for example, a vehicle has been edited within Multiple Vehicle Selection then the data supplier variant code is displayed; however, if another area of the quotation is edited then the quote number may be displayed e.g. 1937
A coded description of the field, which has been, edited e.g. RV, MNT, etc.
The user login is displayed here identifying which user has edited a particular field.
Displays the date on which the particular field has been edited
Displays the original value generated for the quotation.
Displays the new edited value for this particular field.
Displays the unique quote reference number which links successive edited quotations.
A single-left-click of the mouse on any row item within the audit log displays full Audit Details of that edit. In addition to showing all of the above fields (albeit in a slightly altered format), an additional four fields are displayed:
A unique, sequential record identifier, which is system, generated e.g. 1086
Identifies the particular area of the system used to edit the quotation e.g. QUOTE
Identifies a specific operation that is carried out within this particular edit e.g. Setto 3111.00.
As well as displaying the edit date the full Audit Details displays the exact time an edit was carried out e.g. 16.10
ALL amendments to any of the elements using the Vehicle Data Management form are audited.
The appropriate variant or variants are selected via the Selection Tab. The Edit Tab should then be selected. The down-arrow button (immediately to the right of the Edit field) is used to display a drop-down list of the various elements of the vehicle that may be edited. The following vehicle elements can currently be edited:
The appropriate element is selected from the drop-down list. A column displaying the value(s) of this element is now displayed to the right of the form. A single-left-click in this column allows the current value to be edited.