The Agreement Creation Tab is used to define top-level system defaults specifically for conversion of quotations to agreements.
The following fields are displayed:
If the checkbox is ticked then within the Convert Quote option when trying to amend the lease definition the system only allows selection of those lease definitions that match the period and frequency of the quote.
Some fleet/hire companies have customers that have Volume Related Bonus (VRB) agreements with Manufacturers where they have specific Fleet Numbers allocated to them from each Manufacturer and these numbers are required when making claims for the Volume Related Bonus (VRB) from the Manufacturer, or for reference for the vehicle supplier, where bonus is paid off the suppliers invoice.
Because some existing customers currently use this Fleet Number, this field is needed which relates specifically to the bonus Fleet Number. This also needs to be held at individual vehicle level.
Because of the financial implications, the importance of quoting these numbers either when ordering vehicles from suppliers that have bonus off the invoice price, or when claiming Volume Related Bonus (VRB) from the Manufacturer, is paramount.
If this checkbox is ticked then the following sequence of events occur:
- MK Fleet Defaults
The VRB Fleet Number is stored against the Customer record in the Marketing Fleet Defaults Fleet Numbers Tab at manufacturer level i.e. a fleet number is allocated to a manufacturer.
- Fleet Quotation
From here it is subsequently stored against the quote in preparation for converting into the vehicle record. When a new quote is created, either singularly or as part of a multiple quote, upon loading up the Vehicle Fleet Quotes updates the Fleet No. field from the look-up against the Fleet Defaults file and populates it with the correct number. This number changes each time another Manufacturer is loaded. The Fleet No field is held in the Bonus Details Group Box in the Vehicle Tab of the Quotation Make-up Review.
- Convert Quote to Motor Record
The final solution then writes the appropriate Fleet Number into the bonus Fleet number field (the new FM.motor VRBFLTNO) against an individual vehicle record, which can then be reported against for the VRB claim. This is done via the Convert Quote routine.
If the checkbox is ticked then within the Convert Quote option the system validates whether a Fleet Number is present and does not allow the process to continue if it is not. If this checkbox is blank, validation is not required though a warning message is displayed with regard to the field being blank.
A checkbox which, if ticked, tells the system to utilise the Sales Ledger account held on the customer address group for the subsequently created agreement.
If this checkbox is ticked then following completion of the Convert Quote process an order instructions form is automatically displayed prior to agreement creation.
This parameter only has an effect if the quote is at Accepted status and the default acceptance code is populated on the customer's fleet details record in the Acceptance Tab. If so then acceptance is written according to specified acceptance defaults. Basic one stage acceptance is written otherwise.
Enables the allocation of a specific target line on the Details Tab of the address group record against the newly created agreement following conversion.
A checkbox which, if ticked, allows the creation of zero value profi budget lines on the conversion of the quotation to the agreement. This allows, for example, a maintenance product to be defined and viewed as part of the product yet not actually having its own budget value which is still contained in the full maintenance budget i.e. the profi line is split out from the main maintenance budget but contains zero values.