Accessed by way of Fleet Quotations / Quotations and selection of the ellipsis (...) box directly to the right of the Vehicle field. This presents the Vehicle Selection form. This form is utilised to locate and select the appropriate vehicle for the quotation by searching at Manufacturer, Model and Variant level as well as providing a number of advanced selection criteria fields.
Note: This form may also be accessed via the Variant Code field (within the Vehicle form) of the manual input wizard within Fleet Kompact.
This form is split into five parts, which are as follows:
In addition to displaying the form name the Title Bar provides a number of useful buttons.
The contents of the Vehicle Selection menu bar is as follows:
Following selection, two alternative options are presented:
- Cancel
Exits the Vehicle Selection form and returns to the primary Quotations form without saving the vehicle selection criteria.
- Exit
Exits the Vehicle Selection form and returns to the primary Quotations form (if a vehicle is selected at this stage, the vehicle description is returned to the Vehicle field within this form).
Provides online access to a context sensitive Help form.
The contents of the full toolbar is as follows:
Exits the Vehicle Selection form and returns to the primary Quotations form (if a vehicle is selected at this stage, the vehicle description is returned to the Vehicle field within this form).
Allows cancellation of any selection criteria and returns to the primary Quotations form.
Provides online context sensitive help information to the user
The top quarter of the form contains a number of advanced selection criteria fields that can be manipulated in order to narrow or broaden a search for a particular vehicle or vehicles.
Any vehicles meeting the selected criteria are displayed within the vehicle Selection Display area.
Any field can be used in conjunction with either one or more of the other selection criteria fields and/or a vehicle selection within the vehicle Selection Display area.
These fields are as follows:
This is a facility allowing the availability type to be defined for the vehicle selection at model level within the quotation. The default value is Current if the Default Current Variants checkbox is ticked in the Quotation Defaults Tab in System Parameters (else, the default value is All). All available choices are quickly accessed via the drop-down list, which becomes available by selecting the down-arrow to the right of the Model Availability field. The list is presented in alphabetical order and the following selections are currently available:
All
Current
Non-Current
A single-click of the mouse selects the required availability choice.
This is a facility allowing the availability type to be defined for the vehicle selection at variant level within the quotation. The default value is Current if the Default Current Variants checkbox is ticked in the Quotation Defaults Tab in System Parameters (else, the default value is All). All available choices are quickly accessed via the drop-down list, which becomes available by selecting the down-arrow to the right of the Variant Availability field. The list is presented in alphabetical order and the following selections are currently available:
All
Current
Non-Current
A single-click of the mouse selects the required availability choice.
Selection of the ellipsis (...) box directly to the right of this field presents a vehicle class selection list. The following selections are currently available:
All Types
Private Light Goods
Commercials
Heavy
A single-click with the mouse highlights the required vehicle class and selection of the OK command button confirms this choice. The Cancel command button cancels any selection and returns to the primary Quotations form.
This is a facility allowing the entry of free format text for a vehicle description. Any vehicle variants that contain the entered text are displayed. This field can only be used following selection of the required franchise and model.
Consists of two fields which provide a "To" and "From" facility, enabling a P11D price "range" to be entered. The minimum P11D price is entered in the first field and the maximum P11D price in the second field. Any vehicles which have a P11D price which is equal to or greater than the minimum price and equal to or less than the maximum price are displayed in the vehicle Selection Display area of the form.
The Clear Command Button initialises and clears any advanced selection criteria that has been made.
This area of the form performs two basic functions:
The area consists of three List Boxes - Franchise, Model & Variant - displayed side by side. If a List Box contains more options than the box can display, as with the Franchise box, the form presents a Scroll Bar which can be operated in a number of ways:
Franchise Selection
Single-left-click on the required franchise to select.
The required franchise is now highlighted and the appropriate models are displayed in the second List Box.
Model Selection
Selection at model level is performed in the same way as franchise selection.
Selection of the required model(s) automatically displays all variants included within this model range.
Variant Selection
This box displays the full variant description, model year, variant code, availability flag and vehicle class code.
Tip: If this form has been accessed via the Fleet Quotations (FQ) module, to apply and return the required vehicle to the primary Quotation form, displaying the full vehicle description in the Vehicle field, double-click on the required vehicle variant. In addition to displaying the required vehicle description, the primary Quotations form now also displays values in the following fields: