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We use the Printout Definition to send blocks. For a more detailed description, see. Nastavení Business Setup
The Fuel Card Blocking attachment is common to all fuel companies, so it is sufficient to create one definition on which the customer number is not filled in.
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Table ID
4026756 (Fuel Card)
Report ID
As in the case of an order, you need to select the 4026759 for the attachment in excel. The report , originally intended for an the order , has been extended to include with the data needed for blocking.
Print Category
It is necessary to select the option "Fuel card blocking"
Based on this, the system knows which definition to choose.
The advanced extended template must be imported via Actions / Templates / Import:
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The dataset of the Excel 4026759 report is extended for the purposes of blocking by the fields LS, card number-company number, date of blocking and reason for blocking.
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The first sheet of the Card Block contains Excel Functionsthat download data from the Data worksheet that populates populated by the system.
The same functions are used as for orders (see chapter Excel Pattern Mapping.
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To terminate the Fuel Card, the Fuel Card must be blocked. Fuel cards are blocked manually by the user entering the date into the field Blocking Date on the fuel card card (Blocking and exclusion tab).
After inserting the Blocking Data, the system will automatically write into the Blocked By of the user who entered the blocking date. The user can select the Exclusion Reason and press the Fuel Card Blocking button.
According to the definition of the print outputprintout, the system prepares an email with an attachment
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When a user wants to remove a block (e.g. temporary block), just delete Blocking Date and Blocking sent Sent = NO:
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(You can then block again.)
If the user sends a block by mistake, just delete the Blocking date, Block Blocking tab and leave the Blocking sent=YES checkbox. The system will then create an email sending with the TK UnblockingUnlocking send.
If the individual function for Sending Fuel Card Blocking is not running, the system will include the card with the Blocking Date at the next launch of Mass Fuel Card Blocking Send.
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To stop the service, the user runs the Stop Service wizard on the leasing contract.System Terminates Service
The system terminates service
After recalculating the contract, it is possible to transfer the change copy.
When transferring a change copy, the system writes the Blocking Date, the user who triggered started the service stop, and the Exclusion Reason.
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Batch job Send blocking Fuel Cards
User The user runs the Mass Fuel Card Blocking Send:
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After approval, the system collects all fuel cards where "blocking date" and "blocking sent" = No is are filled in and opens the created email with an Excel attachment of the blocked cards:
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If cards for different suppliers are blocked, the system creates an email for each supplier separately and only cards belonging to that the given supplier are attached.
If there is a change copy on the fuel card contract, the system will not include it in the sending process. It will be sent on the next time you run it, as the change copy is transferred or canceled.