Selection of Rollback from the Tools Menu Bar option presents a Rollback box which enables the quoted regular rental to be edited for the current quotation. This is an advanced feature which enables the user to meet a specific rental. Unlike Edit Rental which simply accommodates the increase or decrease in the regular rental by recalculating the margin and profit values, the Rollback facility is more sophisticated and enables the rental to be recalculated by manipulating the deposit, profit or residual value elements of the quotation.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
The regular rental value is the result of data input selection within the primary Quotations form in addition to a number of system default calculations. This calculation can be overridden within the Rollback form by manipulating a number of the following fields within the dialogue box:
This field displays the quoted regular rental value and cannot be edited.
Initial entry to the Rollback form sees this field highlighted and displaying a value of 0.00. The specific rental value to be met is entered in this field.
The following seven fields are presented in a List Box and either field can be selected for use in recalculating the original regular rental to the new "desired" rental.
Contains a monetary value should an initial payment/deposit need to be taken into account within the quotation.
The quoted contract profit (established by way of system default calculations) for the current quotation.
Displays the preferred data source's imported residual value for the quoted contract term and mileage.
Contains a monetary value should dealer commission need to be taken into account within the quotation.
Contains a monetary value should finance need to be taken into account within the quotation.
Contains a monetary value should the capital value need to be amended within the quotation.
Contains a monetary value should the margin need to be taken into account within the quotation.
Allows the maintenance budget to be manipulated.
The List Box presents information in three columns. The left-hand column displays the field Description. For reference purposes, the middle column displays the Original value utilised within the quotation. The right-hand column, although initially containing a value of 0.00, will display the new Suggested value required to "rollback" to the desired rental.
Immediately to the right of the List Box the Legend is displayed to explain the colour coding of the fields and values held within the List Box itself.
The Command Buttons in the Rollback form function as follows:
Having entered the required value in the Desired Rental field, the Rollback command button is selected. A monetary value now appears in the Suggested column for each of the three applicable elements of the quotation. The new suggested figure is the amount required, for that particular element of the quotation, in order to meet the desired rental. Double-clicking on the required element (i.e. Deposit, Profit, Residual Value, etc) confirms that the new value is required and returns this value to the primary Quotations form.
Returns to the primary Quotations form without saving any changes.
Displays the colour legend to which the fields within the grid may turn when the Rollback has been carried out: