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QUOTATION DEFAULTS (UNDER TAB)

Overview

The Excess & Under Mileage set-up form is accessed via Miscellaneous Options / Product Management / Excess & Under Mileage and is used to create and edit Excess & Under Mileage Types used within the quotation module. The Excess Tab is used to create default under mileage values at a company level.

The figure is either a "calculated" value or a pence-per-mile value set at a relief vehicle category group rate.

At the top of this tab is a brief explanation of how the two different calculation types are brought into affect.

The Under grid contains the following fields:

Group: The Relief Vehicle Hire Group imported from the appropriate data supplier source. Each vehicle variant falls within a particular group and the excess/under mileage values are generated at this level.

Calc: If the 'Calc' column not ticked then rates and break points apply as per grid for actual Pence Per Mile (PPM) rates and break points in mileage intervals. If 'Calc' is ticked the base under rate is determined by depreciation and maintenance, the additional rates are then used as percentage loading factors."

Rate 1: Contains the first under mileage rate. If the "Calc" column is not ticked then this column contains a Pence Per Mile (PPM) figure.  If the "Calc" column is ticked then the base under rate is determined by depreciation and maintenance and this column then contains additional percentage loading factors.

Break 1: Contains the appropriate corresponding first mileage-break (i.e. the number of miles below the contracted mileage to which Rate 1 is to be applied).

Calc: If the 'Calc' column not ticked then rates and break points apply as per grid for actual Pence Per Mile (PPM) rates and break points in mileage intervals. If 'Calc' is ticked the base under rate is determined by depreciation and maintenance, the additional rates are then used as percentage loading factors."

Rate 2: Contains the second under mileage rate. If the "Calc" column is not ticked then this column contains a Pence Per Mile (PPM) figure.  If the "Calc" column is ticked then the base under rate is determined by depreciation and maintenance and this column then contains additional percentage loading factors.

Break 2: Contains the appropriate corresponding second mileage-break (i.e. the number of miles below the contracted mileage to which Rate 2 is to be applied).

Calc: If the 'Calc' column not ticked then rates and break points apply as per grid for actual Pence Per Mile (PPM) rates and break points in mileage intervals. If 'Calc' is ticked the base under rate is determined by depreciation and maintenance, the additional rates are then used as percentage loading factors."

Rate 3: Contains the third under mileage rate. If the "Calc" column is not ticked then this column contains a Pence Per Mile (PPM) figure. If the "Calc" column is ticked then the base under rate is determined by depreciation and maintenance and this column then contains additional percentage loading factors.

A corresponding mileage-break need not be entered as any mileage below Break 2 is assumed.

Loading Point for 'Calc' Method: Beneath the seven Under Rate columns is an additional field which is used for inputting and displaying the base loading mileage point for the calculated method.

Use Same Values as Excess?: A checkbox which, if ticked, simply uses the values held within the Excess Tab and disables entry of values within the Under grid.

%age of Excess Rate to use: Enables the under rate to be determined as a percentage of the excess rate values.

These figures are used to calculate under mileage money due to the lessee from the lessor.


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