The Ratesbook Defaults Tab is used to define top-level system defaults specifically for ratesbook generation only. Many of these top level defaults can, if required, be overridden at a customer level and, ultimately, within the ratesbook itself.
The following fields are displayed:
This field displays the chosen Stationery format code which is used to define the layout of the ratesbook e.g. KRP (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. @@KRP@@.
This field displays the chosen Stationery format code which is used to define the layout of the ratesbook for HTML display e.g. KRH (see Reports & Enquiries / Report Generator / format Stationery).
This field displays the chosen Stationery format code which is used to define the layout of the ratesbook for export to an external such as the Export Option Ratesbook option, Excel Spreadsheet e.g. KRE(see Reports & Enquiries / Report Generator / format Stationery).
This field displays the chosen Stationery format code which is used to define the layout of the ratesbook and export directory for calculation within the Timed Operations Ratesbook Batch process.
Displays the preferred top-level default Product code PLG class vehicles (e.g. CHWM) for use within the Ratesbooks 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 Ratesbooks 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 Marketing module).
Both the top-level and the customer default values can be overridden from within the ratesbook itself. The default product and its applicable value for the selected contract term and mileage are used within the calculation in the Ratesbook form. However, this default value can be overridden by deleting the default product (by use of the
icon) within the Product Confirmation List Box and selecting an alternative product from the Product Selection List Box.
Displays the preferred top-level default Product code for heavy commercial vehicles (e.g. CHWV) for use within the Ratesbooks 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 Ratesbooks 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 Marketing module).
Both the top-level and the customer default values can be overridden from within the ratesbook itself. The default product and its applicable value for the selected contract term and mileage are used within the calculation in the Ratesbook form. However, this default value can be overridden by deleting the default product (by use of the
Displays the preferred top-level default Finance Type code for use within the Ratesbooks form. Selection of the ellipsis (...) box directly to the right of this field presents the Finance Type selection form from which the preferred default Finance Type (set up in Miscellaneous Options / Finance Management / Finance Types) can be selected. A full description of the preferred Finance Type is given to the right of this field in blue type.
This field contains a value, in days, for which a current ratesbook remains valid. A consolidation routine is run against the ratesbook file, compiling a list of ratesbooks with a status of Quoted and exceeding the Ratesbook Valid For (Days) value. These ratesbooks are flagged as X - Deleted. Deleted ratesbooks are removed from the system within timed operations.