The System Parameters set-up form is accessed via the System Maintenance menu within the Fleet Quotations module. It is used to define top-level system defaults (for quotation/ratesbook generation) that define chosen calculation methods, data sources and quotation parameters. Many of these top level defaults can, if required, be overridden at a customer level and, ultimately, within the quotation itself.
The form is split into four areas which are as follows:
In addition to displaying the form name the Title Bar provides a number of useful buttons.
Company
The Company field displays the company number for the company that is currently being accessed e.g. 73.
This area is divided into a series of seven Tabs, each containing a number of default values applicable to a certain area. These Tabsare as follows:
The General Tab is used to define general top-level system defaults (including default data sources and contract mileage) for quotation/ratesbook generation.
The Quotation Defaults Tab is used to define top-level system defaults specifically for quotation generation only.
The Ratesbook Defaults Tab is used to define top-level system defaults specifically for ratesbook generation only.
The Calculation Details Tab is used to define the calculation methods used for profit, depreciation and overheads within quotations and ratesbooks.
The Priorities Tab allows priorities to be set to both view and edit various elements that go to make up a quotation or ratesbook.
The Agreement Creation Tab is used to define top-level system defaults specifically for conversion of quotations to agreements.
In many parts of the system an administration option is now available within the menu bar and tool bars. Amongst other options the administration facility enables access to a Quick Reports facility. This displays a list of user-defined reports applicable to the current process. Once written within RepGen reports may be selected for inclusion within this menu list within the Reports Tab.
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exits the System Parameters form and returns to the System Maintenance menu.
Provides online access to a context sensitive Help form.
Enables the creation of an additional record . Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new record is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" record so that only required values need be edited.
Provides the facility for editing the set-up options of the current record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected record.
Saves any amendments made to system parameters and returns to the System Maintenance menu.
On first accessing the form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits to a record to be cancelled.
This is not a command button. This box is a way of displaying messages with regard to the status of the current record e.g. "Record Secured OK"
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form.
Selection of this button displays a further form that provides an itemised display of all the selection criteria for the current record.