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).
Licence plate number (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 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 a vendor, you must select:
Service type (Service Kind)
The default value is Service. The user chooses a different one if the permission is based on a different type of service.
If the user selects the 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 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 No/Yes (Preferred Vendor)
The field affects which vendor table the user selects from
Yes = selection of preferred suppliers on the customer's Master Agreement
No = selection from table supplier
Purchase Currency Code (Purchase Currency Code)
If the purchase invoice arrives in a foreign currency, the user must select the currency code.
The user can select the vendor's establishment:
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 contract.
When selecting a supplier, the system Checks the valid supplier's service framework agreement. If the supplier 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 (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
The Free 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 tab.
Calculated fields on the Service tab:
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):
Replacement Vehicle No. (Replacement Vehicle No.)
Service Contract Code (of the type "replacement vehicle") – service on 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 from the detail of the replacement vehicle service on the contract – description of the replacement vehicle"
Make, Model Line, Model, Vendor No., Vendor Name
Written 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 service calendar (marked in blue):
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:
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 Reinvoiced Object Amount Excl. VAT (All Object Maint. Permissions Reinvoiced Amount Total Excl. VAT)
Sum of reinvoiced amounts excl. VAT from all allowance lines for the subject