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Fuel Card Blocking

Fuel Card Blocking

Owned by Lango: Language and translation manager
Last updated: Oct 14, 2024 by Monika Dluhošová
4 min read

Settings for Fuel Card Blocking

We use the Printout Definition to send blocks. For a more detailed description, see. 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.

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 the order has been extended 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 extended 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 number-company, date of blocking and reason for blocking.

 

The first sheet of the Card Block contains Excel Functionsthat download data from the Data worksheet populated by 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 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 printout, the system prepares an email with an attachment

The attachment contains data according to the template settings - for example:

image-20240619-075520.png

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:

image-20240619-075622.png

(You can then block again.)

If the user sends a block by mistake, just delete the Blocking date, Blocking tab and leave the Blocking sent=YES checkbox. The system will then create an email with the TK Unlocking 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.

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.

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 started 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

The user runs the Mass Fuel Card Blocking Send:

After approval, the system collects all fuel cards where "blocking date" and "blocking sent" = No are 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 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 the next time you run it, as the change copy is transferred or canceled.