The Details Tab is used to define general top-level system defaults for the Fleet System Management module.
To access the System Parameters Details 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:
Private MOT Months: Months an MOT is valid for PLG vehicles. A generic value for all vehicles on Fleet within the U.K. Defaults to a due date current value of 36 months after registration date. This field is editable.
Commercial MOT Months: Months an MOT is valid for LCV and HGV vehicles. A generic value for all commercial vehicles on Fleet within the U.K. Defaults to a due date current value of 12 months after registration date. This field is editable.
Agreement Format: The current print format code for a standard vehicle agreement print e.g. K05.
Contract Re-write Format: The current print format code for a standard contract re-write agreement.
Formal Extension Format: The current print format code for a formal extension agreement.
Automatic Vehicle Alignment: A checkbox which, if ticked, denotes that if a Fleet Agreement Review record is accessed within the Fleet System then the corresponding CRM Vehicle record is automatically updated (upon exit) with any values that may have changed.
Use Analysis Summary: A checkbox which, if ticked, denotes that (for a particular posting table within Fleet System Management / Miscellaneous Options / Posting Controls / Posting Table Set-up) the maintenance Analysis code defined with the Additional Costs Tab is to be used for posting of the selected additional cost.
Use Contract Type Designations: A customer specific field. This is a checkbox which, if ticked, means that a contract type must be held against the lease type.
Only Show Accepted Contracts in Start Option: A checkbox which, if ticked, denotes that only contracts with an Accepted status are to be displayed within the Start Contract option.
RFL Administration Fee: A customer specific field. A monetary value charged for the Road Fund Licence administration procedure/reporting.
Excess Administration Fee : The fee charged for administrating excess mileage calculations/reporting.
Inhibit Amend Registration for All Users: A checkbox which, if ticked, disables the Amend Registration option with Contract Review.
Use Finance House Default on Lease Type: A customer specific field. The lease type allows a finance house SL account to be entered. The finance house is then invoiced instead of the customer SL account.
Auto Prompt Task Manager: A checkbox which, if ticked, denotes that outstanding tasks are automatically displayed via the Task Manager form in the purchasing, maintenance control and termination forms (in addition to any areas that may be added in the future) once a vehicle is selected.
RM Detail Retention: This is a customer bespoke parameter/option.
At present when a contract expires the contract details are left on the vehud file unless or until a new contract takes its place. In order to clarify the contract situation, when an R & M agreement expires (i.e. those having a contract category of RR, FM or PP) the details are cleared from vehud. When the agreements are being processed, the vehud file is checked and if the current agreement number matches the agreement number on the vehud record, the system checks that the contact is still valid; the contract is deemed valid until the defined period of grace defined within this field has expired. If it is not valid the following fields are cleared:
Agreement number
Contract Category
Agreement end date
Note: The remainder of the MK.vehud record will remain as at present (i.e. NO records are deleted).
In order to determine whether a contract with a contract Category code of RR, FM or PP is still valid, the contract end date plus the control days defined within this parameter value must be checked against the current run date. If the new calculated contract end date is still less than or equal to the current processing date, then the contract is considered as valid and MK.Vehud is updated otherwise the contract details are cleared as above.
Split profit and overhead: A checkbox which, if ticked, generates a profit/overhead split when converting a quote.
Allow part RFL renewal: A checkbox which, if ticked, allows a renewal for less than the standard full period.
View Vehicle Financials Priority: The priority required in order to view the financial information contained within the following areas of Global/Contract Review:
- The Quoted values in the Vehicle Description grid of the Vehicle Tab.
- The Vehicle Specification sub-form is not displayed when the above grid is left clicked in the Desc, Quoted or St columns.
- The Contract column on the Income/Spend Tab of Global Review is only visible to users whose priority is equal to or greater than the new system priority.
- When the
icon is selected the Order Position form is displayed. Again the Value column is only visible to users with the correct priority.
- Any vehicle values that can be seen in the Pending Tab (ipend) are hidden. This relates to invoice types 13 (bonuses), 14 (Discount), 16 (vehicle /accessory purchases), 29 (Vehicle stock) and 86/87 (invoice register vehicle purchases).
- Bonuses can also be seen on the Profi Tab and so any items with a source of S are hidden and cannot be drilled into unless the user has the correct priority.
- Posting History can contain vehicle invoice details and so any posting history line with the hidden invoice types from the Pending Tab is also hidden (13, 14, 16 , 29, 86 and 87).
Note: Those without the required priority level will see a series of asterisks and will not be able to drill-down into various sub-forms.