Ratebooks Setup is required to create system defaults and controls. This is achieved via the System Parameters and System Controls forms.
The System Parameters set-up form is accessed via the System Maintenance menu within the Fleet Quotations module. It is used to define top-level system defaults for quotation/ratesbook generation that define chosen calculation methods, data sources and quotation parameters. Many of these top level defaults can, if required, be overridden at a customer level and, ultimately, within the quotation itself.
The form is split into five areas which are as follows:
The System Controls set-up form is accessed via the System Maintenance menu within the Fleet Quotations module. The area is split into two Tabs.
Within the Details Tab, the Next Ratesbook Number field must be correctly determined.
Within the Age/Mileage Tab the correct mileage and age bands must be set for both "private" and "Commercial" vehicles.