Accessed by way of Fleet Quotations / Quotations and selection of the
icon.
Selection of the Vehicle Tab enables a review of vehicle details (excluding options), vehicle prices and bonus details.
The Vehicle Tab contains the following information:
Vehicle Details
Displays the vehicle franchise code (for example, FO) imported from the default data source or, in the case of Vehicles which are created manually, the code which has been entered in the Franchise Code field (Franchise Details menu option within the Franchise Data module).
Displays the full franchise description imported from the default data source or (in the case of Vehicles which are created manually) the description which has been entered in the Full Name field (Main Details Tab in the Franchise Details menu option within the Franchise Data module).
A check box which, if selected, indicates that the vehicle is VAT qualifying.
Displays the vehicle model code imported from the default data source or (in the case of Vehicles which are created manually) the description which has been entered in the Model Code field (Model Codes menu option within the Franchise Data module).
Displays the full model description imported from the default data source or (in the case of Vehicles which are created manually) the description which has been entered in the Description field (Details Tab in the Model Codes menu option within the Franchise Data module).
Displays the vehicle model year imported from the default data source
Displays the vehicle variant code imported from the default data source or (in the case of Vehicles which are created manually) the description which has been entered in the Variant field (Model Variants menu option within the Franchise Data module).
Displays the full vehicle variant description imported from the default data source or (in the case of Vehicles which are created manually) the description which has been entered in the Descriptions: VSB/SR field. (Details Page 1 Tab in the Model Variants menu option within the Franchise Data module).
This field displays the vehicle type selected from the current available options:
- P Private Light Goods
- C Commercial
- C Heavy
A check box which, if selected, indicates that the variant quoted is a "Used" vehicle (see the Used Vehicles Details form).
The CAP vehicle variant code corresponding to that of the default data supplier (if not CAP).
Displays the fuel type code for example, Petrol or Diesel, etc.
The Fleetnet ID corresponding to the vehicle variant code of the default data supplier.
Displays the Co2 emission rating provided by the default data supplier.
Displays the quoted residual value.
Displays the manufacturer's list price for the vehicle.
Displays the quoted residual value net of VAT.
Displays the monetary discount value provided by the dealer and the default percentage is set up in the Margin field located on the Prices Tab in Franchise Data / Model Variants.
Displays the discount percentage provided by the dealer (the default percentage is set up in the Margin field located on the Prices Tab in Franchise Data / Model Variants).
Displays the default residual value source code (selected within the Default RV Source field in Kerridge Utilities / Parameter Defaults).
Displays the vehicle "P11D" cost.
Displays the vehicle "On The Road" cost.
If the residual value has been edited this field displays the original quoted residual value .
Misc Details
Imported from the appropriate data supplier source. Subsequently generates a budget for a relief vehicle if an appropriate product type is selected within a quotation which contains a relief vehicle product option type.
The insurance group held against the Franchise Data Variant record populated by a third party data supplier such as David Henley or CAP.
If appropriate, this field displays the first year Road Fund License fee cost for the product that has been quoted. This field is populated given that the following criteria is met:
An appropriate Product is selected for the quotation. This Product must have the Product Option Additional RFL selected.
A value is entered in the Fee field (contained in the Full License Details section) for a specific RFL Cost cover type for example, RFL1 - Additional RFL PLG - Capitalised within the selected Product Option. RFL Cost cover types are set up within Miscellaneous Options/ Product Management / RFL Options menu option.
If the Capitalise 1st Year RFL check box (also contained in the Full License Details section of Miscellaneous Options/ Product Management / RFL Options menu option.) has been selected then the 1st Year RFL Fee is displayed as being included within the funded cost of the vehicle.
If the Capitalise 1st Year RFL check box has not been selected then the 1st Year RFL Fee is not included within the funded cost of the vehicle but is still displayed as being included within the OTR Cost.
If appropriate, this field displays the initial registration fee cost for the product that has been quoted. This field is populated given that the following criteria is met:
An appropriate Product is selected for the quotation. This Product must have the Product Option Additional RFL selected.
A value is entered in the Registration Fee field (contained in the Registration Fee Details section) for a specific RFL Cost cover type for example, RFL1 - Additional RFL PLG - Capitalised within the selected Product Option. RFL Cost cover types are set up within Miscellaneous Options/ Product Management / RFL Options menu option.
If the Add to Capital check box is selected within the Dealer Commission Costs setup form (within Miscellaneous Options) then the dealer commission is added to the funded capital (thus increasing the customer interest payments). This amount is displayed here.
A Y/N field. If this field is set to Y this denotes that the capitalised commission is a fixed value over the period of the contract. This value is populated via the Fixed Value check box within the Edit Dealer Commission form in the Tools menu.
The RFL cost is determined by engine bandings (within Product Management / Misc Price Details) and this field displays the band used for the currently quoted vehicle.
Bonus Details
If initially set up as a value, this field displays the Volume Related Bonus (VRB) value for the quoted vehicle variant.
A check box which, if selected, denotes that the bonus is to be claimed back from the manufacturer. If the bonus is taken off the dealer invoice then this field is not selected. This value is set at customer override level.
This is a facility for inputting a further bonus in addition to the Discount (for example, "Fast Start Bonus"). This value is displayed here.
The sum of the Bonus Value and Dealer Bonus fields.
The level at which the bonus has been set for example, V denotes bonus set at variant level.
It is possible for the Hire Company to retain some of the Volume Related Bonus (see the VRB %age Passed On field in the Quotations Defaults Tab within the Customer Defaults form). If a percentage has been withheld then it is displayed here.
The Total Bonus less the Bonus Retained.
The fleet number for the customer associated with the quotation. This is initially held and taken from the Fleet Numbers Tab in CRM / Record Maintenance / Fleet Details.