The Product Details set-up form is accessed via Fleet System Management / Miscellaneous Options / Posting Controls / Product Details .
Although some of its functionality is now superceded by functionality with the Fleet Quotations module the Product Details remains an extremely important record within the Fleet System Management module. The Product Details , in conjunction with VAT Assumptions , enables the definition of how rentals, profit, other costs and excess/under mileage charges are split between the finance and maintenance elements of the rental. Depending upon the use of the vehicle the end user may be able to claim some of the VAT that is charged by the leasing company on the rental that is paid. This is not an appropriate place to define the exact rules as to what can and cannot be claimed as the regulations governing this may well change from time to time.
The split is also determined in Product Details within the Fleet Quotations module by selecting the In Use checkbox within the Details Tab . The split also has to be determined here but this form has the additional functionality of defining posting details and Nominal Ledger codes.
This record enables up to four splits of the total rental to be defined and a VAT assumption to be allocated against each split; this ensures that the different portions of the rental can be shown on an invoice and a VAT analysis to be printed also.
The form is split into three areas. These are the Titlebar , the Product Details Dialogue Box and the column of Command Buttons down the right-hand side of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
To create a new product select the Create command button.
To view or amend an existing product use the following procedure:
The cursor is located in the Product Number code field prompting selection of a product. A single-left-click of the ellipsis button to the right of this field displays a Product Codes List Box that enables selection from the current products on the system. If necessary, the scroll bar (to the right of the form where applicable) may be used to locate the required product. Following selection of the required product by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Product Details form.
The Product Number code is a two digit numeric field e.g. 11 .
There are six Tabs containing data necessary to the Product ; these are as follows:
Displays a number of details relating to the product and allocates debit and credit expense codes for deposit and profit details relating to the selected product record.
The First Tab deal with the elements that are to be split out from the total rental to produce a separate rental that may have a different VAT assumption.
The Second Tab deal with the elements that are to be split out from the total rental to produce a separate rental that may have a different VAT assumption.
The Third Tab deal with the elements that are to be split out from the total rental to produce a separate rental that may have a different VAT assumption.
The Fourth Tab deal with the elements that are to be split out from the total rental to produce a separate rental that may have a different VAT assumption.
The Split Ratio Tab contains data relating to profit, overhead and excess/under mileage splits for invoicing.
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 Product Details form and returns to the Posting Controls Menu .
Provides online access to a context sensitive Help form.
Enables the creation of an additional Product Detail . Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new Product Detail s code is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" Product Details code so that only required values need be edited.
Provides the facility for editing the set-up options of the current Product Detail s record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected Product Details record.
Do not delete any Product Details unless advised to do so by KCC. The file is quite small, therefore retaining an old lease type on the system has little or no impact on disk space.
On first accessing the Product Details form this command button is greyed-out. Following selection of the Amend button the Confirm option then becomes available to enable any edits to be confirmed.
On first accessing the Product Details form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits 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 Product Details record.