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General Tab

The General tab contains fields copied from the contract and the financed object. (For details on these fields, see the Contract With Services and Financed Object).

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  • Odometer reading (Mileage)

    • The value is entered by the user. When changing the status of a permit (from preparing for anything), the value of the field is stored in the Odometer Status History table. When recording the odometer status manually, the system checks – if the odometer reading is lower than the previous record, a decision message follows: "The mileage is lower than the last record in history. Do you want to save the record anyway Yes / No."

Maintenance Permission Lines Tab

The tab contains a subform with an overview of the maintenance permission lines.

Rows can be inserted and edited via this tab (for details on individual fields, see the chapter Description of Maintenance permission Lines fields below).

Maintenance Permission Tab

  • Contractual Mileage (Contractual Distance)

    • From the financing contract – the "Calculation parameters" tab contains the calculated field "Contractual mileage" = the last contractual mileage recorded for the given contract

  • Last mileage (Last Mileage)

    • Last entry in Odometer Status History

  • Last Mileage Date (Last Mileage Date)

    • Date from Odometer Status History table

  • Mileage

    • Copied from the General tab after user input

  • Planned mileage (Planned Mileage)

    • ((initial mileage + contractual mileage) / total number of days of contract duration) x number of days of contract duration (i.e. mileage date – object handover date)

  • Ratio Km % (Ratio Km %)

    • (Mileage / Planned Mileage x 100)

  • Upper tolerance (Upper Tolerance)

    • Calculated Field from Financed Object, Termination Tab – Tolerance Multiple km (Value) field

  • Lower tolerance (Lower Tolerance)

    • Calculated Field from Financed Object, Termination Tab – Tolerance Less km (Value) field

  • Status (Countriess)

    • When created, the maintenance permission is in the status Preparation(Preparation) The user changes the status to Approved(Approved). If the user changes the status to Approved, the system assigns an Approval number from the number series for that service type. Writes the date and time of the approval. When approved, the odometer status is recorded in the odometer status history. You can't revert the permission back to the Preparing state. Status Unposted (Nonposted) the system changes after the purchase invoice is created. (All non-zero allowance lines must be used in the purchase invoice, otherwise it remains in the Approved status). When the purchase invoice (which contains all the allowance lines) is posted, the system changes the status of the maintenance permission to Closed (Closed). If lines with zero purchase price remain on the allowance and do not enter the purchase invoice, it does not prevent the NF from changing the status to Closed during posting. After posting, it is not possible to change the purchase price amounts on the posted allowance lines. After a sales invoice is created (from all allowance lines), the system changes the status to Reinvoiced(Reinvoiced). The user can manually change the status of the allowance to Claim (Claim), Rejected (Declined) or Unrealized (Unrealized). It is not possible to create a purchase and sales invoice (individual or group) for an allowance in the status "Complaint", "Rejected" or "Unrealized".

  • Approval number (Approval No.)

    • The system assigns from the number series for the given service type when the status changes to Approved

  • Customer Approval No. (Customer Approval No.)

    • Text field for recording the number under which the customer records the work

  • Approver ID (Approver ID)

    • The system writes who has switched to the Approved status

  • Approval date (Approval Date)

    • The system writes the current date upon approval

  • Approval Time (Approval Time)

    • The system writes the approval time

  • Purchase Invoice Date

    • You can enter the date that the system transfers to the form when you create a purchase invoice

  • Vendor Invoice No.

    • You can enter a number that the system transfers to the form when you create a purchase invoice

  • Original Maintenance Permission No. (Original Maint.Permission No.

    • The field is populated when the user copies the allowance due to a repair or complaint.

  • Reason (Reason)

    • In the case of a copy of an allowance, the system saves whether a Copy or a Correction has been created.

  • Vendor Credit Memo No. (Vendor Credit Memo No.)

    • Created Purchase Credit Memo No.

Subject Tab

The fields of the Subject tab are copied from the Financed Object card. Maintenance permissions are not editable on the header

Service Tab

The data on this tab are about the type of service "service" for the given subject – the Service tab

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  • Maintenance Draw Amount (Maintenance Draw Amount)

    • The sum (of purchase prices – reinvoiced amount) on allowances for this financed object. Allowances she's already been on Purchase Invoice Created.

  • Maintenance Payment Total)

    • Sum of posted service payment lines from the service payment calendar

  • Maintenance prescription total (Maintenance Total)

    • Total sum of service payment lines from the service payment calendar until the end of the lease

  • Maintenance Difference (Maintenance Difference)

    • is Maintenance Total – Maintenance Payment Total

Tire Service Tab

The data on this tab are about the type of service tire service for the given subject – the Tire Service tab

  • Pumped Summer Tires (Summer Tire Drawn)

    • Sum of pumped tires – sum of the number of summer tires from the allowance lines for the given object of the tire service type

  • Summer Tire Entitlement (Summer Tire Entitled)

    • Sum of the number of summer tires from the tire service

  • Winter Tire Pumping (Winter Tire Drawn)

    • Sum of pumped tires – sum of the number of winter tires from the allowance lines for the given object of the tire service type

  • Winter Tire Entitlement (Winter Tire Entitled)

    • Sum of the number of winter tires from the tire service

  • Year-round tire refueling (Year-Round Tire Drawn)

    • Total Pumped All-Season Tires

  • Summer + Winter Tire Entitlement (Year-Round Tire Entitled)

    • The sum of the number of tires in case the total entitlement is entered for the service, not differentiated into winter and summer.

  • Spare wheel (Spare Wheel)

    • Copied from the Financed Object

  • Short Range Spare Wheel (Short Range Spare Wheel)

    • Copied from the Financed Object

  • TPMS Pressure Sensor (TPMS Pressure Sensor)

    • Copied from the Financed Object

  • Rim Pumping (Rim Drawn)

    • Sum of rims from allowance lines for a given object of service type tire service

  • Rim Entitlement (Rim Entitled)

    • Sum of rims from tire service

  • Tire Service Draw Down (Tire Service Draw Amount)

    • The sum (of purchase prices – reinvoiced amount) on allowances for this financed object. Allowances she's already been on Purchase Invoice Created.

  • Tire Service Payment Prescription (Tire Service Payment Total)

    • Sum of posted service payment lines from the service payment calendar

  • Total Tire Service Prescription (Tire Servise Total)

    • Total sum of service payment lines from the service payment calendar until the end of the lease

  • Tire Service Difference (Tire Service Difference)

    • is Tire Service Total – Tire Service Payment Total

Replacement Car Tab

Fields from the contract service (marked in red):

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  • Replacement Vehicle Draw (Replacement Vehicle Draw Amount)

    • The sum (of purchase prices – reinvoiced amount) on allowances for this financed object. Allowances she's already been on Purchase Invoice Created.

  • Replacement vehicle payment prescription (Replacement Vehicle Payment Total)

    • Sum of Posted Replacement Vehicle Payment Lines from Replacement Vehicle Service Payment Calendar

  • Total replacement vehicle prescription (Replacement Vehicle Total)

    • Total Sum of Replacement Vehicle Payment Lines from Replacement Vehicle Service Payment Calendar Until End of Lease

  • Replacement Vehicle Difference (Replacement Vehicle Difference)

    • is Replacement Vehicle Total – Replacement Vehicle Payment Total

Repairs

This tab contains the calculated fields:

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