The Quotation Defaults Tab is used to define general top-level system defaults specifically for quotation generation only. 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 Product code for PLG class vehicles (e.g. CHWM) for use within the primary Quotations form. Selection of the ellipsis (...) box directly to the right of this field presents the Products selection form from which the preferred default Product Type (set up within Miscellaneous Options / Product Management / Product Details) can be selected. A full description of the preferred Product is given to the right of this field in blue type. Current available options are as follows:
CPNM Contract Purchase Non Maintenance
CHWM Contract Hire With Maintenance
CHWMNQ Contract Hire With Maintenance (Non-Qualifying)
CHNM Contract Hire Non Maintenance
CHNMNQ Contract Hire Non Maintenance (Non-Qualifying)
PCPWM Personal Contract Purchase With Maintenance
PCPNM Personal Contract Purchase Non Maintenance
CPWM Contract Purchase With Maintenance
FLNM Finance Lease With Maintenance
FM Fleet Management
CHWMRD Contract Hire With Maint Refundable Deposit
CHWMND Contract Hire With Maint with Deposit
OP Outright Purchase
The preferred product is selected from the available list and selection of the OK command button confirms this selection and effects a return to the Quotation Defaults Tab.
The top-level default product 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 CRM module).
Both the top-level and the customer default values can be overridden from the quotation itself. The default product and its applicable value for the selected contract term and mileage are used within the calculation in the primary Quotations form. However, this default value can be overridden by selection of the down-arrow button directly to the right of the Product field which presents the above list of alternative product types from which to select.
Displays the preferred top-level default Product code for light commercial vehicles (e.g. CHWMCM) for use within the primary Quotations form. Selection of the ellipsis (...) box directly to the right of this field presents the Products selection form from which the preferred default Product Type (set up within Miscellaneous Options / Product Management / Product Details) can be selected. A full description of the preferred Product is given to the right of this field in blue type. Current available options are as follows:
CHNMCM Contract Hire Non Maintenance (Commercials)
CHWMCM Contract Hire With Maintenance (Commercials)
The preferred product 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 top-level default product 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 CRM module).
Both the top-level and the customer default values can be overridden from the quotation itself. The default product and its applicable value for the selected contract term and mileage are used within the calculation in the primary Quotations form. However, this default value can be overridden by selection of the down-arrow button directly to the right of the Product field which presents the above list of alternative product types from which to select.
Displays the preferred top-level default Product code for heavy commercial vehicles (e.g. CHWMH) for use within the primary Quotations form. Selection of the ellipsis (...) box directly to the right of this field presents the Products selection form from which the preferred default Product Type (set up within Miscellaneous Options / Product Management / Product Details) can be selected. A full description of the preferred Product is given to the right of this field in blue type. Current available options are as follows:
CHNMH Contract Hire Non Maintenance (Heavy Comms)
CHWMH Contract Hire With Maintenance (Heavy Comms)
CHNMCD Contract Hire Non Maintenance with Deposit (Heavy)
CHNMHR Contract Hire Non Maintenance Refbl Deposit (Heavy)
The preferred product 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 top-level default product 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. The default product and its applicable value for the selected contract term and mileage are used within the calculation in the primary Quotations form. However, this default value can be overridden by selection of the down-arrow button directly to the right of the Product field which presents the above list of alternative product types from which to select.
Allows the input of the required top-level default contract term, in months, to be used within the quotation. This, in turn, determines which profiles can be viewed within the Fin. Profile field.
The top-level default contract term 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 CRM module).
Both the top-level and the customer default values can be overridden from the quotation itself. The default period and its applicable value is used within the calculation in the primary Quotations form. However, this default value can be overridden by clicking into the field with the mouse and overwriting the existing value with the value that is required.
This field determines the top-level default frequency of invoiced regular payments to be made within the quoted contract. The down-arrow button accesses a drop-down list displaying the following currently available selections:
- M Monthly
- 2 Bi-Monthly
- Q Quarterly
- B Bi-Annually
- A Annually
The top-level default frequency 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. The default frequency and its applicable value for the selected contract term and mileage are used within the calculation in the primary Quotations form. However, this default value can be overridden by selection of the down-arrow button directly to the right of the Frequency field which presents the above list of alternative product types from which to select.
This field is in fact dependent upon the top-level default value for the Contract/Ann Mlg field within the General Tab in System Parameters. If this is set to Annual Mileage then this field will contain an annual mileage value. However, if set to Contract Mileage, then this field will contain a contract mileage value. The primary Quotations form displays the corresponding default annual or contract mileage value accordingly.
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 CRM module).
Both the top-level and the customer default values can be overridden from the quotation itself. Let us assume, for example, that Contract Mileage has been selected as the top level default value for the Contract/Ann Mlg field. Selection of the ellipsis (...) box directly to the right of the Contract Mileage field 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 total contract mileage is simply entered in the Contract Mileage field and returned to the primary Quotations form; or, the true annual mileage can be entered in the Annual Mileage field which is then converted to the exact contract mileage and returned to the primary Quotations form.
The value entered within this field is dependent upon the parameter set within the Calculation Methods Tab in System Maintenance / System Parameters (see above) to determine which profit calculation method is used. The value is held as either a monetary amount (if, for example, Monthly Value is selected in the contract profit Calculation Method Tab) or as a percentage.
This can be overridden at customer level (see the Fleet Details Command Button within the Companies Tab in the Marketing module).
The margin can also be edited at a quotation level by utilising Edit Margin from the Tools menu bar option.
The margin is assigned in this order: the Customer fleet details quote margin; if the above is zero then the gb_users quote default margin is used; if the above is zero then the margin held within this field is used.
This field displays the chosen Stationery format code which is used to define the layout of the quotation makeup sheet e.g. MUP (see Reports & Enquiries / Report Generator / format Stationery). If, within the Stationery format report, the name of the report is preceded and followed by two ampersands then this denotes a KPrint format e.g. @@MUP@@.
A checkbox which, when selected with a tick, generates a new quotation number each time a quotation is edited and saved. Alternatively, if deselected, although the quotation may be edited and saved any number of times, the original quotation number is kept.
Tip: The default value is a Tick.
This field contains a value, in days, for which a current quotation remains valid. A consolidation routine is run against the quotation file, compiling a list of quotations with a status of Quoted and exceeding the Quote Expiry Period value. These quotations are flagged as X - Deleted.
This parameter is only used with David Henley sourced franchise data. The Purpose is to control the number of days in advance to search the Variant / Option Prices (opprc file) for Price generations with an Effective Date less than Today plus Notify Price Change +/-.
A checkbox that, when selected with a tick, defaults current variants only into the multiple vehicle selection form within a quotation.
A checkbox that, when selected with a tick, makes selection of a customer within a quotation mandatory. If an attempt is made to save the quotation prior to selecting a customer then a Calculation Errors Message Box displays the following message:
No Customer Allocated
A checkbox that, when selected with a tick, makes mandatory the display of an Edit Contract Margin and Profit box prior to the quotation/ratesbook rates being calculated. Upon selection of the
Calculate icon (used to generate the calculation for a ratesbook or quotation) the Edit Contract Margin and Profit box is displayed for the purpose of displaying or amending the current profit or margin value.
Results in the display of the Total Profit and Margin fields in the primary Quotation form.
Note: This parameter does not force the Profit to be displayed / printed on the customer quote format.
A checkbox which, if ticked, results in the display of the position the customer holds within the company in the Customer Search search display window.
A checkbox that, when selected with a tick, makes mandatory the display of an Edit Dealer Commission box prior to the quotation/ratesbook rates being calculated. Upon selection of the
The residual and maintenance value tables may be set up to show values ranging from 6 months to 48 months, for example; however, a quotation may need to be generated for a 9 month period. If this checkbox is ticked then the system ensures that the extapolation frm zero months to 9 months is calculated correctly from the 12 month value.
Used when the hire company is creating it's own Residual value tables. If this flag is not turned on the system will assume the default residual value data provider e.g. CAP in the Residual Manipulation table. If the flag is ticked then the system allows selection of Data Source e.g. CAP, David Henley or "Group" (denoting internally generated data). If the RV Maint icon is selected in the Quotation the Source can be viewed.
Some hire companies want to be able to licence a new vehicle for 6 months. In order to do this we need to be able to optionally choose 6 months RFL on a quote and retain this 6 month selection if the quote is recalculated. This parameters enables selection of 6 month RFL as a preferred option. If ticked, then the Quotations module always selects the part fee to use in the calculation. When the quote is converted to an agreement the 6 month RFL option remains. When progressing through the vehicle purchasing routines the 6 month RFL value again remains untouched unless manually edited. The RFL renewal date, populated when the contract is started, refers to the new 6 month parameter and the renewal date is calculated as appropriate.