The General Tab is used to define general top-level system defaults (including default data sources and mileage selection type) for quotation/ratesbook generation. Many of these top level defaults can, if required, be overridden at a customer level and, ultimately, within the quotation or ratesbook itself.
The following fields are displayed:
Displays the preferred top-level default data source code (e.g. D David Henley Systems) for the import of residual values. Selection of the ellipsis (...) box directly to the right of this field presents the RV Data Source selection form from which the preferred supplier can be selected. A full description of the preferred data source supplier is given to the right of this field in blue type. Current available options are as follows:
D DHS
M CAP
The preferred supplier is selected from the available list and selection of the OK command button confirms this selection and effects a return to the General Tab.
The default supplier and applicable value for the selected contract term and mileage are used within the calculation in the primary Quotations (and Ratesbook) forms.
The default value can be overridden within the primary Quotations form. Selection of the Residual Value Review icon directly to the right of the Residual Value field presents the Residual Value Review form; this form is used to override the default preferred supplier's imported value by selecting and editing the required "Residual Value Source" to be used within the current quotation.
Displays the preferred top-level default data source code (e.g. D David Henley Systems) for the import of maintenance values. Selection of the ellipsis (...) box directly to the right of this field presents the Mnt Data Source selection form from which the preferred supplier can be selected. A full description of the preferred data source supplier is given to the right of this form in blue type. Current available options are as follows:
O Own
D DHS
The preferred supplier is selected from the available list and selection of the OK command button confirms this selection and effects a return to the General Tab.
The default supplier and applicable value for the selected contract term and mileage are used within the calculation in the primary Quotations (and Ratesbook) forms.
The default value can be overridden within the primary Quotations form. Selection of the Maintenance Review icon directly to the right of the Maintenance field presents the Maintenance Review form; this form is used to override the default preferred supplier's imported value by selecting and editing the required Maintenance "type" to be used within the current quotation.
Displays the preferred top-level default data source code (e.g. D David Henley Systems) for the import of franchise data i.e. vehicle descriptions options and prices for each manufacturer. Selection of the ellipsis (...) box directly to the right of this field presents the Franchise Data Source selection form from which the preferred supplier can be selected. A full description of the preferred data source supplier is given to the right of this field in blue type. Current available options are as follows:
D DHS
M CAP
The preferred supplier is selected from the available list and selection of the OK command button confirms this selection and effects a return to the General Tab.
The default supplier and applicable value for the selected contract term and mileage are used within the calculation in the primary Quotations (and Ratesbook) forms.
A top-level default. A single-click on the down-arrow button to the right of this field presents, as the field label suggests, the following two alternatives from a selection list:
C Contract Mileage
A Annual Mileage
Assuming that the top-level default is set to Contract Mileage within System Parameters, then the primary Quotations form displays the default contract mileage value. The top-level default Contract Mileage is set-up within the Mileage field contained in the Quotation Defaults Tab also located within System Parameters.
Alternatively, if the top-level default is set to Annual Mileage within System Parameters, then the primary Quotations form displays the default annual mileage value. The top-level default Annual Mileage is then set-up within the Mileage field contained in the Quotation Defaults Tab also located within System Parameters.
The top-level default mileage can be overridden by setting up a default value at customer level (accessed by way of the Fleet Details command button within the Companies Tab held within the Marketing module). Both the top-level and the customer default values can be overridden from the quotation itself. Selection of the ellipsis (...) box directly to the right of the Contract Mileage field within the primary Quotations form, presents a pop-up mileage box which is used to override the default value and input the required mileage for the current quotation. This can be done in one of two ways: the true annual mileage can be entered in the Annual Mileage field which is then returned to the primary Quotations form; or, the total contract mileage is entered in the Contract Mileage field which is then converted to the exact annual mileage and returned to the primary Quotations form.
A checkbox which, if ticked, denotes that the during the Convert Quote process the system should read the contract administration customer file Credit Code field.
Note: This code is set within the Lease Type Credit Limits form which enables credit limit values to be determined at a lease type level (if required) and linked back to a parent company. This form is accessed via the Income Outstanding Command Button within the Address Groups Contract Administration 2 Tab. The Credit Codes are initially created within Credit Information Setup form within Contract Administration / Miscellaneous Options.
If this field is blank then the convert quote process should be stopped with the message Customer has no credit. Override?. This prevents quotations being converted into orders for customers until the credit code has been attached by an authorised user in the credit department.
Tip: There is a function to over ride the stop message by users with a high enough priority (this is governed by the Override Credit Check) field in the Priorities Tab within Fleet Quotations / System Maintenance / System Parameters. If the over ride option is taken then an audit event (a type 51 event) should be written in to the Audit Log within Contract Review detailing the user and the date and time of the override.
A series of five fields which restricts target types up to five. Within a quotation, when selecting the customer, the system prompts with a contact tree displaying targets currently attached to the selected company. These five fields enable a restriction of the type of target that may be viewed/selected. Entry of *** within the first of the five fields denotes that all targets may be viewed for that customer; however, entry of DRI (Driver), for example, restricts viewable targets to CRM target records that contain a value of DRI in the Position field. If *** has not been selected then up to five target types may be identified.
A checkbox which, when ticked, allows a number of individual Overrides to be grouped into one Group. This is useful for allowing the same manufacturer overrides to be used multiple times for many customers.
A checkbox which, if ticked, uses the Commodity Code in the Manufacturing Tab of the Franchise Data Variant file as a priority check.
Enables the selection of colour and trim options within Quotations and Ratesbooks and is viewable via the Options Review form. This is contingent upon the color and trim data option being provided from a 3rd party data supplier such as CAP and then being uploaded using the data import option within the franchise data module.
Enables the Tyre Value Imports option to populate the quotation with third party data source (Maintbook) tyre budgets; the corresponding value is then subsequently stripped out of the maintenance budget.
If this parameter is ticked then the third party (maintbook) tyre data source replaces the manual tyre budget table functionality.
A retail price increase, as a compound rate to load the budgets after the original values have been imported using the Tyre Value Imports option. The tyre budgets use this percentage calculation to reflect the increase as the variant data is imported.
The tyre import updates a new DP (data prep) file in Quotes which is populated and interpolated for the original base values from the mileage only. For example the 30,000 miles total budget will be the same for one, two, three, four and five years. As the tyre file is imported by variant the original values are calculated based on the RPI (Retail Price Index) inflation calculation and the values compounded. If a tyre budget is imported for 30,000 total at £150.00 then the following loading must be catered for. Assuming an RPI Factor of 2% compounded per annum: Year2 £150.00 base is updated to £153.00; Year 3 £150.00 base is updated to £156.06; Year 4 £150.00 base is updated to £159.18 (For split years 18,30,42, months in total the program should interpolate between the annual budgets).
Allows the set up of default dealer options against certain vehicles so that the quotations and ratesbooks processes can pre-load that option when creating a new quote/ratesbook. There are two stages to the process:
- Set up Dealer Option
Firstly the option must be set up in Franchise Data. The Franchise Data module must be accessed and the Build Specification option selected. Select the Franchise and Model to which the option is to be added as a default. Once loaded select the Dealer Options Tab. Double-clicking the column heading enables the option to be set-up as required. The code entered in the Option Code field is the one that can be used to locate the option within this grid.
Set the option availability against every variant by utilising the following process: set the option type to Optional (bottom left-hand corner); right-click on the grey column header for the relevant option; select set optional flag on each column and select the Save command button.
Note: Right-click on the option for each variant to change the availability if required. Ensure the generation flag is set correctly. It is now possible to enter the dealer option within this grid.
- Populating the Automatically Added Options Grid
Left-click into the first column of the grid and enter the option code as set up in build specification (see above). Once the option is entered tab off the first column. The system checks Franchise Data to see if the option is allowed and if so, it populates the option description. (If it not permitted, the description column is not populated and the option highlighted).
Tip: The default option may be removed by clicking on the option name and selecting Delete; the description is removed automatically.
When generating a quotation/ratesbook the system now defaults-in the dealer option against any variant set up in Franchise Data.
Allows a high level grouping of overrides within Override Management. This flag utilises the Overrides Groups table within Miscellaneous Options.