Fleet Management (FM) — Part 2

Fleet Management (FM) Additional Controls

The following additional global controls are available for the Fleet Management Module.

Setup / Reference Data > gb_controls

Payout Notifications Control

Module

Name

Parameters

Default Values

fm

payout_notifications

This control has multiple parameters. Each parameter controls a Contracts: Payout workflow function: Payout Notification Requested - If Yes, an email is to be sent to the recipient(s) stored in gb_templates where linked = 'pdf_payout_requested'. Payout Notification Requested CC Financier - If Yes, send email to Financier's payout_email. Payout Notification Open - If Yes, an email is to be sent to the user that created the Payout Request. Payout Notification Accepted - If Yes, an email is to be sent to the recipient(s) stored in gb_templates where linked = 'pdf_payout_accepted'. Create Event Flag - If yes, an event should be created at the time of the creation (only) of the Payout request. Event Date is Payout "Date", Value and Description will be left blank, Action will be 'none' and Completed flag will remain unchecked. Event Posting Class - Posting Class used to create Contract Events where "Create Event Flag" = yes

Payout Notification Requested: yes/no, Payout Notification Requested CC Financier: yes/no, Payout Notification Open: yes/no, Payout Notification Accepted: yes/no, Create Event Flag: yes/no, Event Posting Class: Posting Class Code

Additional FM Controls

Module

Name

Comment

Default Value

fm

quarterly_fbt_percentage

Used by New Zealand FBT Employee Quarterly only

0.05

fm

quotes_bespoke_fields_screen_flag

If set to yes the new Quotes / Other tab is shown in the Fleet / Administration / Quotes screen

no

fm

residual_due_date_default_flag

If this flag is set to "yes", then the Contracts / Finance field "Residual Due Date" will be updated with the "Finance End" date plus one month

no

fm

supplier_franchise_vehicles_3rd_party_id_allow_empty_flag

If set to no "3rd Party ID" field must be populated

no or yes as applicable

fm

payments_spv_company_id

Client specific control to specify company id to be used when creating finance-principal-interest payment for Special Purpose Vehicle

5