Tab General
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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 ).
Licence plate number Vehicle Registration make (Licence Plate No.)
Financing Contract No. (Financing Contract No.)
Financing type (Financing Type)
Product code (Product Code)
Calculation type (Calculation Type)
Detailed Contract Status Code (Detailed Contract Status Code)Framework
Master Agreement No. (
Master Agreement No) Customer Master Agreement No. (Master Agreement Customer No)
Customer number and name (Customer No, Customer Name)
The number and name of the customer's business location (Customer Business Place No, Customer Business Place Name)
Driver number and name (Driver No. Driver Name)
Sales Currency Code (Sales Currency Code)
Object handover date (Object Hand-over Date)
Expected termination date (Expected Termination Date)
Before entering you enter a vendor, you must select:
Service type (Service Kind)
The default value is ServiceMaintenance. The user chooses a different one if he/she bases the permission is based on for a different type of service.
If the user selects the MV (Road Tax) value, the system displays an error message and the user cannot continue (a service permit cannot be established on Road Tax).
Service type (Maintenance Type Code)
The user selects the service type for that kind of service. If only one type of service is created for a given type of service, the system will fill add it in automatically after selecting the type of service.
Other fields on the General tab are related to the selection of the service provider.
Preferred Vendor vendor No/Yes (Preferred Vendor)
The field affects which vendor table the user selects from
Yes = selection of preferred suppliers vendor on the customer's Master Agreement
No = selection from table suppliervendor
Purchase Currency Code (Purchase Currency Code)
If the purchase invoice arrives in a foreign currency, the user must select the currency code.
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Vendor Business Place No. (Vendor Business Place No)
The user can select a specific vendor business location. This is important if the terms and conditions are contracted to a specific business location. E.g. discounts and bonuses, supplier rates and prices, or the entire service framework contractmaintenance agreement.
When selecting choosing a supplier, the system Checks the valid supplier's framework service framework agreement of the supplier. If the supplier vendor has a valid framework agreement, the system will add
Maintenance Agreement No. (Maintenance Agreement No.)
After entering the vendor, the user fills in the following fields:
Odometer reading Status (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 is recorded manually, the system checks – if the odometer reading is lower than the previous record, a decision message follows: "The mileage odometer reading is lower than the last record in history. Do you still 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 of individual fields , see can be found in the chapter Description of Maintenance permission Lines fields below).
Maintenance Permission Tab
Contractual Mileage (Contractual Distance)
From the a financing contract – the "Calculation parameters" tab contains the calculated field "Contractual mileage" = the last contractual mileage recorded registered 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
Odometer Status (Mileage)
Copied from the General tab after entering the user input
Planned mileage (Planned Mileage)
((initial mileage + contractual mileageInitial Mileage + Contractual Mileage) / total number of days of contract durationTotal Days of Contract Duration) x number Number of days Days of contract duration Contract Duration (i.e. mileage date – object handover date)
Mileage Date – Object Handover Date)
Ratio Km %)
(Mileage / Planned Mileage x 100)
Upper tolerance (Upper Tolerance)
Calculated Field from Financed Object, Termination Tab – Field Tolerance Multiple km (Valuevalue) field
Lower tolerance (Lower Tolerance)
Calculated Field from Financed Object, Termination Tab – Tolerance Less km (Valuevalue) field
Status (Countriess)
When created, the maintenance permission is in the status Preparation (Preparation) The user 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 mileage is recorded in the odometer status historyOdometer Status History. You can't cannot revert the permission back to the Preparing state. Status Unposted The (Nonpostednonposted) 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 After you post 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 invoices (individual or groupbulk) for an allowance allowances 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 A 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 will transfer 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 filled in when the user copies the allowance due to a repair or complaint.
Reason (Reason)
In the case of a copy of an the 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.
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The fields of the Subject tab are copied from the Financed Object card. Maintenance permissions They are not editable on the header
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of the service permission
Maintenance Bookmark
The data on this tab are about the type of service "service" for the given subject – the Service tab Maintenance
The Free Field Maintenance field ( Maintenance Gratis), Number of years/km of free service ( No of Years/Km of Free Maintenance), Prepaid service (Prepaid Maintenance), Number of years/km prepaid service ( Maintenance Prep. Number of Years/km), Maintenance Service Package (Maintenance Pack), Maintenance and repair package (Maintenance and Repair Pack), Standard warranty (Standard Warranty), Standard warranty number of months/km (Standard Warranty No. of Months/km), Extended Warranty Extended Warranty), Number of months/km of extended warranty ( Extended Warranty No. of Months/km ) - the system displays service permissions, if they are filled in on the item card on the Service Maintenance tab.
Calculated fields on the Service tabBookmark Fields Maintenance:
Maintenance Draw Amount (Maintenance Draw Amount)
The sumSum (of purchase prices – reinvoiced amount) on of allowances for this financed object. Allowances she's already been on Purchase Invoice Createdinvoice 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 Total Maintenance Total Prescription – Maintenance Payment Total
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The data on this tab are about the type of service tire service for the given subject object – the Tire Service tab
Pumped Summer Tires (Summer Tire Drawn)
Sum of pumped drawn tires – sum of the number of summer tires from the allowance lines for the given object of the tire service type
Summer Tire Entitlement Entitled (Summer Tire Entitled)
Sum of the number of summer tires from the tire service
Winter Tire Pumping (Winter Tire Drawn)
Sum of pumped drawn 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 claim 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 Entitled (Rim Entitled)
Sum of rims from tire service
Tire Service Draw Down (Tire Service Draw Amount)
The sum Sum (of purchase prices – reinvoiced amount) on of allowances for this financed object. Allowances she's already been on Purchase Invoice Createdinvoice 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 Total Tire Service Total Prescription – Tire Service Payment Total
Replacement
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Vehicle Tab
Fields Field from the contract service (marked in red):
Replacement Vehicle No. (Replacement Vehicle No.)
Contract Service Contract Code (of the type "replacement vehicle") – service on Service for the given LS
Valid From (Valid From)
Beginning of validity of this service on the contract
Valid To (Valid To)
Expiration of this service on the contract
Field from the service detail of the replacement vehicle (marked in yellow):
Replacement vehicle type (Replacement Vehicle Type)
According to the contract service detail
Description (Description)
Written Copied from the detail of the replacement vehicle service on the contract – description of the replacement vehicle"
MakeBrand, Model Line, Model, Vendor No., Vendor Name
Written Copied from the detail of the replacement vehicle service on the contract
Purchase rate excl. VAT (Purchase Price Excl. VAT)
Copied from the service detail on the contract
Contract rate excl. VAT (Contract Price Excl. VAT)
Copied from the service detail for the contract. (Contract rate x contracted number of days is the basis for calculating the service calendar).
Contracting Days (Contracting Days per Year)
Number of days contracted for a given replacement car service
Calculated fields of the service from the allowance lines and the Replacement Car Vehicle service calendar (marked in blue):
Replacement Vehicle Draw (Replacement Vehicle Draw Amount)
The sum Sum (of purchase prices – reinvoiced amount) on of allowances for this financed object. Allowances she's already been on Purchase Invoice Createdinvoice created.
Replacement vehicle payment prescription (Replacement Vehicle Payment Total)
Sum of Posted Replacement Vehicle Payment Lines from Replacement Vehicle Service Payment Calendar Replacement Vehicle
Total replacement vehicle prescription (Replacement Vehicle Total)
Total Sum of Replacement Vehicle Payment Lines from Replacement Vehicle Service Payment Calendar Until End of Lease
sum of payment lines replacement vehicle from service payment calendar Replacement vehicle until the end of the lease
Replacement Vehicle Difference
is Replacement Vehicle Total – Replacement Vehicle Payment Total
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This tab contains the calculated fields:
Total Provisional Price (Expected Price Total Excl.VAT)
Here the user can record the total preliminary price reported by the service
Purchase Amount Total Excl.VAT (Purchase Amount Total Excl.VAT)
Calculated Field - Purchase Price Amount Excl. VAT - From Lines allowances
Object Purchase Amount Total Excl. VAT (All Object Maint. Permissions Purchase Amount Total Excl. (VAT)
Sum of purchase prices excluding VAT from all allowance lines for the subject
Total Object Reinvoiced Object Amount Excl. VAT (All Object Maint. Permissions Reinvoiced Amount Total Excl. VAT)
Sum of reinvoiced amounts excl. excluding VAT from all allowance lines for the subject