The Calculation Details Tab is used to define the calculation methods used for profit, depreciation and overheads with quotations and ratesbooks.
The following fields are displayed:
This can be expressed in a number of different ways and is dependent upon which default profit calculation method is set up within this field; selection of the down-arrow directly to the right of this field presents a list of the currently available methods which are as follows:
M Monthly Value
T %age of Total Costs (inc. Total Overhead)
B %age of Basic Price
D %age of Discounted Basic Price
F Finance Profit
O %age of OTR
The Value or percentage value used is held in the Margin field on the System Parameter Quotations Default tab.
Selection of the down-arrow directly to the right of this field presents a list of the currently available methods for depreciation of the vehicle. The only currently available mode is as follows:
C Capital Cost
An overheads cost can be automatically built into the quotation or ratesbook. This can be expressed in a number of different ways and is dependent upon which default overhead calculation method is set up within this field; selection of the down-arrow directly to the right of this field presents a list of the currently available methods which are as follows:
N No Overhead
P %age of Total Costs
M Monthly Value
The value entered within this field is dependent upon the parameter set within the Overhead field (see above) to determine which overhead calculation method is used. The value is held as either a monetary amount (if, for example, Monthly Value is selected in the Overhead field) or as a percentage (if, for example, %age of Total Costs is selected in the Overhead field). If a value of No Overheads is held within the Overheads field then this field will not require a value.
This value can be overridden at customer level (see the Fleet Details Command Button within the Companies Tab in the Marketing module).
The excess/under calculation type determines how the 2 excess or under break points are calculated. Select the
to choose the required calculation type.
With the parameter set to Standard the 2 excess or under breaks points are taken straight from the excess/under defaults or customer defaults in the Fleet Defaults Excess Tab and Under Tab (if they exist). e.g. Break 1 = 99 Break 2 = 999
With the parameter set to Percentage the 2 excess or under break points are calculated as: (quote contract mileage / 100) x excess/under default (for break point 1 or 2) or customer defaults in the Fleet Defaults Excess Tab and Under Tab (if they exist)). e.g. Break 1 = (60000 / 100) x 99 = 59400 Break 2 = (60000 / 100) x 999 = 599400
The default value is Standard.
Some leasing companies require the facility to allocate a residual value uplift to vehicle options. This allows them to quote competitively for vehicles with value added optional extras.
This field determines the calculation method used for calculating the residual value for specifically designated options; selection of the
N None
S Special
P %age of RV
F Fixed Value
R %age of RV %age
This field determines the calculation method used for calculating the maintenance value for specifically designated options; selection of the
N None
S Special
P %age of RV
F Fixed Value
R %age of RV %age
Allows entry of additional profit/margin as well as the standard contract profit/margin. Additional margin needs to be entered to calculate vehicle profit value (additional profit / quote period) otherwise the vehicle profit value will be calculated as zero.
Note: Used to be assigned from user maintained dd_varia field .dd_va_profupv but this is now a redundant field.
A checkbox which, if ticked, denotes that the customer specific quote text can be entered. This is the text that appears on the quotation.
The number of decimal places to round excess / under mileage rates to. Typically 2 decimal places but can be 4 or more.
A Customer specific parameter. Ignore.
The Override held here should be the override used for all VRB's that relate to the standard quoting terms for the business.
A number of leasing companies have campaigns and schemes for Manufacturers' VRB: the first, denoting off-the-vehicle-invoice as an additional dealer bonus; the second, as a reclaim later value. Both methods may be date driven to provide a range for these values. When quoting, an anticipated delivery date is calculated one calendar month from the quote generation date and providing this delivery date falls within the VRB date range then the VRB value is used in the quote calculation.
This Effective From Date is used in conjunction with the Effective To Date field in the Override Details form (within Miscellaneous Options / Override Management to constitute a date range for which the selected VRB bonus is valid.This checkbox must be ticked to generate an expected delivery date form within a quotation or ratesbook. The prompt date defaults to the quotation generation date plus one month but can be amended if required. Providing the delivery date falls within the date ranges for the relevant override table then the VRB value is used in the calculation.
Tip: The date prompt is automatic after a vehicle is selected in Quotations or a batch of vehicles is selected in Ratesbooks. After a quote is calculated the Edit Delivery Date option is available in the Tools menu to allow the delivery date to be amended; this may move the VRB into another date range and thus generate a different value.
Some leasing companies have a business requirement to apply a Free manufacturer option globally i.e. for all customers. A specific example would be Toyota who could supply free metallic paint on all vehicles that the leasing company purchase regardless of the customer. Using the Options radio button in the current Override Management function in Fleet Quotations accommodates this requirement.
The key for either manufacturer, model or variant works in the same way as the standard discount and bonus overrides with any combination of vehicles able to be selected. The routine uses an option category that is updated as part of the CAP data import routine and stores this group code against any relevant manufacturer options. Creating an override table named, for example, Global and setting the Toyota Franchise to an override discount percentage of 100% on Category 58 for metallic paint will default any relevant options to a free cost value if that table (Global) is held as the global option table within this parameter field.
A checkbox which, if ticked, denotes that the residual values used vehicle adjustment is enabled to allow a percentage adjustment on used vehicle quotations. This options utilises the Used Vehicle RV Adjustments table within Miscellaneous Options.
A checkbox which, if ticked, denotes that the maintenance values used vehicle adjustment is enabled to allow a percentage adjustment on used vehicle quotations. This options utilises the Used Vehicle Maintenance Adjustments table within Miscellaneous Options.
The parameter indicates from where to take the default value for options discount. The vehicle discount is set in the Franchise Data DD.opprc record OPMARGIN field. The optns discount is set in Franchise Date DD.varia in the OPMARGIN field. The parameter is used when opmargin for the options hasn't been set on the DD.varia record. When ticked, the checkbox controls whether zero is a valid value, or the veh discount value is used for the options as well.
A checkbox which, if ticked, denotes that the product elements that can be selected/edited within the quotation is determined by the Products Table in the Products Tab in the Fleet Defaults.
A checkbox which, when ticked, denotes that used vehicle quotations will find the RV and maintenance tables enforced at the time the vehicle was registered.
A checkbox which, when ticked, denotes restrict changes to used vehicles. This controls whether the variant description can be changed as well as some vehicle details on the used vehicle form (engine CC, C02, etc). Restrictions only apply if the parameter is switched on and CAP reference is populated.
A checkbox which, when ticked, ensures that the system prompts for entry of a delivery date within the quotation form.
A parameter used in combination with Use MBook tyre Budgets (On the General Tab). This controls whether the Tyre budget is added to the Maintenance budget when the excess / under mileage calculation is performed. This would increase the Excess PPM figure by the amount the tyre cost would go up due to the excess miles.