Settings for Fuel Card Blocking
We use the Printout Definition to send blocks. For a more detailed description, see. Nastavení Business
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.
Field:
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 order, has been extended to include 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 template must be imported via Actions / Templates / Import:
Leaf
You need to select a sheet named Data that populates the system with data from the database
The dataset of the Excel 4026759 report is extended for the purposes of blocking by the fields LS, card-company number, date of blocking and reason for blocking.
The first sheet of the Card Block contains Excel Functionsthat download data from the Data worksheet that populates the system.
The same functions are used as for orders (see chapter Excel Pattern Mapping.
Fuel Card Blocking
To terminate the Fuel Card, the Fuel Card must be blocked. Fuel cards are blocked manually by 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 output, the system prepares an email with an attachment
The attachment contains data according to the template settings - for example:
After creating an email, the system will add Blocking Sent = Yes and Date and Time of Sending to the TK tab.
When a user wants to remove a block (e.g. temporary block), just delete Blocking Date and Blocking sent = NO:
(You can then block again.)
If the user sends a block by mistake, just delete the Blocking date, Block tab and leave the Blocking sent=YES checkbox. The system will then create an email sending the TK Unblocking.
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.
Stop the fuel card service
The fuel card is also blocked when the service with the Fuel Card type is stopped.
To stop the service, the user runs the Stop Service wizard on the leasing contract.
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 the service stop, and the Exclusion Reason.
The fuel card is ready to be sent by Batch Task for sending blocked cards.
Batch job Send blocking Fuel Cards
User runs Mass Fuel Card Blocking Send:
After approval, the system collects all fuel cards where "blocking date" and "blocking sent" = No is filled in and opens the created email with an Excel attachment of the blocked cards:
If cards for different suppliers are blocked, the system creates an email for each supplier separately and only cards belonging to that supplier are attached.
If there is a change copy on the fuel card contract, the system will not include it in the sending. It will be sent on the next run, as the change copy is transferred or canceled.