This tab contains a number of general parameters as well as parameters which more specifically relate to Excess Invoicing.
To access the General 2 Tab:
From the Master Menu, select the Fleet Kompact option and Company required.
The Kestrel Kompact Menu is displayed.
Select the System Maintenance option.
The System Maintenance menu is displayed.
Select the System Parameters option.
Select the General 2 Tab.
The following fields are displayed:
General:
Linked Agreements: In order to use the Parent/Child Agreement Linking functionality this checkbox must be ticked.
Open Item Postings:
Service Contracts:
FM Contracts:
Contract Advance Start Days: The number of days greater than today's date that a contract may be started.
Transfer to VSB: A checkbox which, if ticked, enables the VSB Transfer functionality which allows vehicle records to be transferred from the Fleet Kompact record to the Vehicle Stockbooks module. Essentially, if this checkbox is ticked, then the
icon is enabled in the Terminations form and the VSB transfer fields are displayed in the VSB Details Group Box of the Remarketing Tab.
VSB Xfer Status: The user defined status code which populated the VSB record following the Kompact VSB Transfer process. See the VSB Transfer functionality above.
Include NL Txns in Amend Reg: If left unticked the Amend Registration routine ripples through files changing registration number occurrences as required, but it does not do this in the Nominal ledger transaction file or Nominal Ledger archive transaction file. If this checkbox is ticked then the Amend Registration routine also amends the registration in the in the Nominal ledger transaction file and Nominal Ledger archive transaction file. This is only important where registration number is being used as a suffix.
Excess:
Excess Distance Split?:
Excess Distance Service Split %:
Excess Distance Asset Split %:
Periodic Excess Distance Invoicing: Enables the Periodic Excess Distance functionality. If this checkbox is ticked then the ??? (Excess Distance) icon is displayed in the Accounting Menu Bar in the Contact Management option. This checkbox also enables the Periodic Excess Tab within the agreement.
Excess Distance Rate Factor: This field is available so that the calculated excess rate does not necessarily have to divide by 100; an alternate value may be entered here so that when the excess rate is calculated on termination of a contract the system can theoretically convert to another currency e.g. rands, cents, etc.
Separate Excess Invoices: A checkbox which, if ticked, forces excess mileage invoices to use the specific excess miles format rather than be included within the rest of the termination charges; excess and under charges are always split out from the rest of the termination invoices, assigned a separate invoice number and use the specific Excess Distance format stationary defined within the Formats Tab (in System Parameters).If the checkbox is left blank then there is no change to standard functionality.