The General Tab is used to define general top-level system defaults for the Maintenance Control module.
To access the System Parameters General Tab:
From the Master Menu, select the Maintenance Control option and Company required.
The Maintenance Control menu is displayed.
Select the System Maintenance option.
The System Maintenance menu is displayed.
Select the System Parameters option.
The following fields are displayed:
Post Termination: The priority level required to raise and post an approval for a record which is terminated. It should be at least a level 5.
The default value for this field is 5
Delete Approval: The priority level required to delete an approval. It should be at least a level 5.
The default value for this field is 5
Analysis Level: Determines to what level of detail the invoices are to be coded when they are analysed. The permitted levels are as follows:
1 = Analysis Code only. (VMRS Codes and Operations Codes are disabled).
2 = Analysis Code and VMRS Code (Operation Codes are disabled).
3 = Analysis Code, VMRS Code and Operation Code
4 = Analysis Code and Operation Code (VMRS Codes are disabled)
The default value for this field is 3
Tip: This option must be defined at set-up only.
Invoice Split: A checkbox which determines if the invoice analysis is to be split between "parts" and "labour".
The default value for this field is a tick
Recharge Split: A checkbox which determines if the recharge detail on an invoice is to be split between "parts" and "labour".
The default value for this field is a tick
Batch Issue Menu: A checkbox which determines if the Issue Menu is available for analysis of invoices via the batch option.
The default value for this field is a blank
Recharge Profit: Determines if any profit added to the recharges is added to the "parts" or "labour" element of the recharge. Completion of this field is only required if the Recharge Split field is ticked.
The default value for this field is "P"
Customer Reference: A checkbox which, if ticked, denotes that the entry of a customer reference is mandatory to post a recharge.
The default value for this field is a tick
Re-analyse Priority: The priority required to re-analyse maintenance history.
Batch Recharge Prompt: A checkbox which, if ticked, denotes that the system prompts for a recharge account during batch posting of maintenance recharges.
Non-Batch Recharge Prompt: A checkbox which, if ticked, denotes that the system prompts for a recharge account during non-batch posting of maintenance recharges.
Default Recharge Invoice Type: The format stationery Invoice Type ID for recharges.
The default value for this field is 100
Tip: The value must be 100 or higher.
Show Approval on Hist Review: A checkbox which, if ticked, denotes that, in addition to historical records, open approval records are to be displayed within the history review area.
Load Last Approval: A checkbox which, if ticked, denotes that, the last approval created is to be automatically loaded upon creation of a new approval.
Display Newest Approval First: A checkbox which, if ticked, denotes that the most recent approval created is to be at the top of the maintenance control display list.
Check for maintenance budget: A checkbox which, if ticked, ensures that the system checks that a maintenance budget exists for the vehicle.
Amend Approval Line: The user priority required within Maintenance Control to amend an approval line.
Delete Approval Line: The user priority required within Maintenance Control to delete an approval line.
Use Webrules In Maintenance Control: A checkbox which, if ticked, denotes that the rules determined within the Web Auto-Approve Tab for web approvals are also to be utilised within the standard Maintenance Control process.
Display Notes in Maintenance Control: A checkbox which, if ticked, automatically displays Fleet notes in Maintenance Control if they exist.
Use Warranty Matrix: A checkbox which, if ticked, denotes that the warranty matrix (held within the Warranty Matrix Tab within System Controls) is to be used to calculate warranty contributions.
Integrated Tyre Lookup: A checkbox which, if ticked, denotes that the system is to use the Manufacturers Tyre Matrix functionality.
Store Tyre Details: A checkbox which, if ticked, denotes that the Tyre Tread Depth form is enabled within the Maintenance Control form. The form is for memo purposes only. It enables the most recent data to be held for the tyre tread on front, back and spare tyres.
Link to invoice register: A checkbox which, if ticked, denotes that purchase invoices must be registered in Purchase Ledger for invoice matching in Maintenance control.
Inv register inv type: the invoice type used for Invoice registered documents, normally 104.
Import electronic invoice type: The Invoice type for electronically imported invoices.
Estimated odometer edit: A checkbox which, if ticked, denotes that estimated odometer values are to be amended to complete an approval.
MOT date priority: The priority required to amend MOT dates.
Previous recharge priority: The priority required to edit recharge on previous saved approval lines.
Suspend approvals: A checkbox which, if ticked, denotes whether approvals can be raised on suspended contracts.
Priority to edit locn cost centre: The priority required to edit the location cost centre. The Location Cost Centre field is only enabled in the Authorisation form if the Cost Centre Source parameter in the Details Tab of Fleet Environment System Parameters is set to O. This is the P&L by owned location BS by Lease type option.
At the point of creating a maintenance approval the system populates the FA.appro.COSTCENT by obtaining the Daily Rental Vehicle Owning Location (MK.drveh.OWNLOCCN) field for the vehicle the approval is being created for and referencing the result against the Location Cost Centre table (FC.locccBRANCHCD). If a match is found the system populates this field with the FC.loccc.COSTCENT for that branch code. If a match is not found then the system leaves the field blank. This field is then editable by the user; the
button performs a lookup to the Nominal Ledger Cost Centre file (NL.ccent)to ensure that only valid cost centres can be selected. On saving the maintenance approval the system validates that the new field FA.appro.COSTCENT is not blank. If it is blank the system displays an error message: Cost centre not allocated and returns to the the blank field for editing.