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Fuel_Card

Fuel_Card

Owned by Lango: Language and translation manager
Last updated: Sept 13, 2024 by Tomas Nagy
6 min read

There are two ways to create a service:

  • If the user has used the "Create default services" function and the fuel card service has been marked as Default on the Financing Product / Financing Template, then after opening the Contract Services tab, the user will find an already created line for the Fuel Card service.

    • In addition, if the Service Code has been filled in on the Financing Product / Financing Template, then the service detail has been created using this function, into which the prices from the price list have been entered. If the user does not need to adjust the price of the fuel card, then this service is created completely with the price entered into the Contract Service and the user does not even have to open the details.

  • If the Service Code has not been filled in on the Financing Product / Financing Template, then the User must fill in the Service Code in the contract service and press the Detail function or Create Service Detail.

    • If the user has not used the "Create default services" function, or the fuel card service has not been marked as Default on the Financing Product / Financing Template, then the user has the option to add this service only if it has been defined on the Financing Product / Financing Template. Adding a service is done using the "Add Service" button. Subsequently, the user must press the detail button to create service lines with prices.

To display the details of the Fuel Card service or to fill in the data, the user stands on a line in the contract service overview, where Service Type is equal to Fuel Card. As soon as the user selects this line, then presses the "Detail" button.

Subsequently, the user will see the Fuel Card Type Detail Card, which contains the "General" tab. If the service is Reinvoice=A and the service code has a rate that is non-zero, the system creates a detail and calculates the values.

Field:

  • Service No.

    • Non-editable field

    • The value of the field is automatically taken when creating a service detail from the contract service card

  • Service Code

    • Non-editable field

    • The value of the field is automatically taken from the contract service overview when creating the service detail

    • Click to open the fuel card price list.

  • Vendor No.

    • Non-editable field

    • The system fills in the value of the field automatically from the Fuel Card Price List code list according to the entered service code

  • Vendor Name

    • Non-editable field

    • The system will be completed automatically according to the entered vendor number

  • Service Range Code

    • Non-editable field

    • The system fills in the value of the field automatically from the field of the same name in the Fuel Card Pricelist code list according to the entered service code

  • Service Range Description

    • Non-editable field

    • The system fills in the value of the field automatically from the field of the same name in the Fuel Card Pricelist code list according to the entered service code

  • Fee Amount Excl. VAT (LCY)

    • Non-editable field

    • The system fills in the value of the field automatically from the field of the same name in the Fuel Card Rates code list valid according to the Reference Date for the given service code

  • Fee Amount Excl.VAT

    • Non-editable field

    • The value represents the issue fee excluding VAT in the currency of the contract. The system calculates the value of the field automatically according to the exchange rate of the contract specified in the Contract Exchange Rate field on the General tab of the offer card:

      • Fee Amount Excl.VAT=Fee Amount Excl.VAT (LCY) (125)/Contract Exchange Rate from the contract header

  • Customer Fee Periodicity

    • Non-editable field

    • The system fills in the value of the field automatically from the field of the same name in the Fuel Card Rates code list according to the entered service code

  • Customer Fee Amount Excl. VAT (LCY)

    • Non-editable field

    • The system fills in the value of the field automatically from the field of the same name in the Fuel Card Rates code list valid according to the Reference Date for the given service code

  • Correction (+-%)

    • Editable field

    • For a description, see a separate chapter.

  • Contract Cust.Fee Excl. VAT (LCY)

    • Editable

    • The system calculates the value of the field automatically every time the Correction (+-%) is changed according to the formula:

      • Contract Customer Fee Excl. VAT (LCY) = Customer Fee Excl. VAT (LCY) x (1 + Correction (+-%)/100)

    • When editing Contract Fee for Customer Excl. VAT (LCY), the value of the Correction (+-%) field is recalculated retrospectively according to the formula:

      • Correction (+-%)= (((Contract Customer Fee Excl. VAT (LCY) / Customer Fee Excl. VAT (LCY) - 1) x 100.

      • The correction will only be recalculated if the Customer Fee Amount Excl. VAT (LCY) is different from zero

    • When editing Contract fee for customer excl. VAT, the value of the field is recalculated retrospectively:

      • Contract Cust. Fee Excl.VAT (LCY)=Contract Cust. Fee Excl.VAT (105)*Contract Exchange Rate from the contract header

  • Contract Cust.Fee Excl.VAT

    • Editable

    • The system calculates the value of the field automatically even with each change in the Contract Fee for Customer Excl. VAT (LCY) field according to the formula:

      • Contract Cust.Fee Excl.VAT=Contract Cust. Fee Excl.VAT (LCY) (100)/Contract Exchange Rate from the contract header

    • When editing this field, the Contract Fee for Customer Excl. VAT (LCY) is recalculated retrospectively

  • Customer Contract Fee Total Excl. VAT

    • Non-editable field

    • The system calculates the value of the field automatically according to the financing period, the contractual fee for the customer and the card issuance fee:

      • Customer Fee Periodicity = Monthly: (Service Duration Months* x Contr Cust Fee Excl. VAT) + Fee Amount Excl. VAT

      • Customer Fee Periodicity = Annual: (Service Years* x Contr Cust Fee Excl. VAT) + Fee Amount Excl. VAT

    • The value enters the calculation.

  • Currency Code

    • Non-editable field

    • The value of the field is automatically extracted from the field of the same name from the General tab on the menu tab

  • Card Company Fee Periodicity

    • Non-editable, hidden field

    • Retrieved from the price list

  • Card Comp. Fee Excl. VAT (LCY)

    • Non-editable, hidden field

    • It will be retrieved from the price list according to the service code and the Reference Date

  • Card Comp. Fee Excl.VAT

    • Non-editable, hidden field

    • The system calculates automatically:

      • Card Comp. Fee Excl.VAT=Card Comp. Fee Excl.VAT (LCY) (155)/Contract Exchange Rate from the contract header

  • Card Company Fee Sum

    • Hidden field

    • The total amount of the fee for the card company is calculated as follows:

      • Card Company Fee Periodicity = Monthly: (Number of Months of Service Duration* x Card Company Fee Excl. VAT) + Issue Fee Excl. VAT

      • Card Company Fee Periodicity = Annual: (Number of Service Years* x Card Company Fee Excl. VAT) + Issue Fee Excl. VAT

  • Fuel Card Type Fee Margin

    • Non-editable field

    • The system fills in the value automatically according to the formula:

      • Customer Contract Fee Total Excl. VAT - Total Purchase Rate Excl. VAT

  • Invoiced Excl. VAT

  • Theoretically Invoiced

    • Hidden field

    • Filled by wizard for recalculations (see Wizard for recalculations). Contract Changes).

  • Recalculation Settlement

    • Non-editable field

    • Filled by wizard for recalculations (see Wizard for recalculations). Contract Changes).

  • Fuel Card No. (Card No.To.Exclusion)

    • Hidden field

    • It uses the system when the status of the contract changes. The Fuel Card table (API Fuel Card 4026756) is not included in the change copy. When the TK is blocked, the system stores the number of the blocked card in this field and only writes it to the Fuel Card when transferring the change copy or variant – see Contract Changes

  • Blocking reason (Card Exclusion Reason)

    • Hidden field

    • It uses the system when the status of the contract changes. The Fuel Card table (API Fuel Card 4026756) is not included in the change copy. When the TK is blocked, the system stores the reason for blocking the card in this field and only writes it to the Fuel Card when transferring the change copy or variant – see Contract Changes

On the fuel card detail card, the user opens the fuel card discount detail in the navigation.

After clicking on the link, the fuel card discount detail card is displayed, where the only editable field is Discount Amount – Customer, the field is pre-filled with the value from the code list, but the user can still edit it. This field is used to calculate the transaction price for the given item when re-invoicing to the client with fuel card transactions.

If Reinvoice=N is on the service and there are zero rates on the service code, the system will create a detail with a zero value:

The result is a service with zero customer value as well as zero margin.