The Override Management set-up form is accessed via Miscellaneous Options / Override Management and is used to create, edit and delete override records for customer discounts and bonuses. These values override at customer level any global discounts and bonuses either imported from a particular data source or manually created.
Tip: This form displays different fields dependent upon whether the Discounts, Bonuses or Options radio/option button is selected in the primary Override Management form. All of the alternative field options are explained below.
This form is accessed by selecting the 
icon, selecting
a vehicle and then the Enter key. It is used to set up the new override detail
values.
The form is split into the following three areas.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
This area of the form contains a number fields and command buttons as follows:
If the bonus or discount is a monetary amount rather than a percentage then the appropriate monetary value is entered here.
If the bonus or discount is a percentage rather than a monetary amount then the appropriate percentage is entered here.
A tick denotes an additional override on top of an already existing override.
A checkbox which, if selected, denotes that the VRB is to be reclaimed on this vehicle.
Tip: This field is only displayed for Bonuses overrides.
Note: If the Options command button is selected prior to creating a new override then this form displays different fields, namely:
The category code to which the option belongs. An ellipsis button is displayed immediately to the right of this field to enable selection from existing categories.
A number of leasing companies have a business requirement to apply a Free manufacturer option globally, i.e. for all customers. A specific example would be a manufacturer supplying free metallic paint on all vehicles that the leasing company purchase, regardless of customer. When the Options radio button is selected at the top of the Override Management form then this form displays the Option Category field. The override, at either manufacturer, model or variant level, works in the same way as the standard discount and bonus overrides; any combination of vehicles can be selected. This routine uses an option category that is updated as part of the CAP data import routine (the Option Group field) and stores this group code against any relevant manufacturer options. For example, setting Alfa Romeo's Percentage field (see below) to 100% on Option Category 58 - Metallic Paint defaults any relevant options to a free cost value if that table is held as the Global option table.
Within the Calculation Details Tab in Quotations / System Parameters there is now a Option Cat Override Code for holding the Global Override Management table created containing these free option categories. This table applies to all quotation options regardless of customer.
Note: This process is dependent upon the Franchise Data import routine initially allocating for example, Category 58 (Metallic Paint) against the relevant options in the build spec grid. This data is a property of the CAP data import.
In the Factory/Dealer Fit Options Tab (and Colour & Trims Tab if applicable) within the Options Review form the options are automatically selected and costed at a zero value. In the case of an option like Metallic Paint there may be a number of metallic paint options available to the selected vehicle variant, in which case all of them will be selected and those that are not required have to be deselected.
Tip: Same functionality can also be applied to specific customers; the Fleet Defaults form in the Marketing/CRM module has been expanded to allow for an option table. Any vehicle matches for a specific customer override option table are applied, otherwise the system looks to the global table to find a specific match for the vehicle selected.
The percentage override variance from the default. This may be set to 100% to provide free manufacturer options (see above field)
This field is used in conjunction with the Effective To Date field to form a date range for which the selected VRB bonus is valid. 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.
Note: In order to activate the delivery date function in quotes the Prompt for Delivery Date? checkbox must be selected within the Calculation Details Tab in System Parameters within the Quotations module. 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: 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.
This field is used in conjunction with the Effective From Date field to form a date range for which the selected VRB bonus is valid. 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.
The full list of command buttons is as follows:
Saves and returns the Override Details to the Override Management form.
Exits the Override Details form and returns to the Override Management form.
Provides online context-sensitive help.