Accessed by way of Terminations / Quotations & Extensions / Manual Quotations and selection of the Edit Functions Tab.
Selection of the Edit Functions Tab enables the review of all the calculations and charges data (that is entered by way of the various command buttons) within the Manual Terminations process.
The Edit Functions Tab Dialogue Box displays the following fields:
Displays any alteration in the Charge to the customer, either calculated or manually overridden.
Displays any alteration in the Rebate to the customer, either calculated or manually overridden.
The displayed value may be positive or negative, dependent upon any alteration to the quotation which affects the profitability of the termination.
The original estimated profit of the termination at the point of raising the quotation. This field does not change. Therefore, the original calculated profit may always be viewed in addition to how any amendments affect this value.
Displays any alteration to the written down value of the vehicle as at the estimated end of the contract.
The estimated written down value of the vehicle at the quoted end of the contract. This field cannot be edited.
Defaults-in the same value as the Estimated Final WDV field. However, this may be overridden to hold the true value of the vehicle as at the quoted end of the contract, taking into account the odometer reading, etc.
The value that is calculated on creation of the quotation as the VATable charges.
The associated VAT value for the VATable charges.
The value that is calculated on creation of the quotation as non-VATable charges.
Not applicable.
The calculated charge of other revenue owing plus VAT.
The associated VAT value for the other revenue owing
The calculated charge of other revenue owing that is non-VATable.
Not-applicable.
The calculated Excess distance on the quotation until the contract is terminated. This value is always estimated until the final procedure is undertaken.
The calculated charge for the Excess mileage. The excess mileage charge is capable of being set in up to ten different bands of charges. For example, if a table is set at breaks of five thousand, then for the first five thousand miles over the contract mileage, the system charges one value but for the next five thousand miles another values, etc.
The calculated Under distance on the quotation until the contract is terminated. This value is always estimated until the final procedure is undertaken.
The calculated charge for the Under mileage. The rebate is capable of being set in up to ten different bands of charges. For example, if a table is set at breaks of five thousand, then for the first five thousand miles over the contract mileage, the system charges one value but for the next five thousand miles another values, etc.
The creation date of the termination quote.
The quoted termination date from which all the values are calculated.
The actual termination date. This field is populated only upon termination of the contract.
The date the vehicle is stolen or written-off. For use with a Theft and Write-Off Termination.
The system date denoting when the quotation is last updated.
The estimated odometer reading using the contract odometer value, calculated as at the quoted end of the lease.
The estimated odometer reading calculated by taking the last known odometer reading of the vehicle and estimating the actual mileage at the estimated termination date.
The last recorded odometer reading for the vehicle.
The date the last recorded odometer reading for the vehicle was taken.
The odometer reading value input on entry into the quotation.
The known relief vehicle mileage.
The actual mileage keyed in at the termination of the contract. This is the value that all Excess and Under calculations use to create actual charges to the customer.
The total VATable charge sent to the customer on termination of the contract.
The total non-VATable charge sent to the customer on termination of the contract.
The total of the charges that can be linked to termination quotation for items such as Admin Charges, Refurbishment, etc.
To the right of the Edit Functions Tab there are a series of four icons which process the following tasks:
Selection of the Rebates icon displays the Rebates sub-form. If rebates are permitted for the selected customer then the system displays the calculated rebates for given areas.
Selection of the Extra Days icon displays the Extra Days sub-form. This enables a calculation to be made as to the value of any extra days to be included in the Termination quotation.
Selection of the Miscellaneous icon displays the Miscellaneous sub-form which details the value of outstanding authorisations and part credits if applicable.
Selection of the Insurance icon displays the Insurance sub-form from which insurance company details can be accessed.