Quote Finance & Fees: Procurement Fee

Finance calculations, rates, commissions, and fee configuration

Procurement Fee

"Procurement" is used to record a fee charged to the dealer for procuring the vehicle sale.

The amount can be edited. The fee is not added to the vehicle cost or the brokerage fees. You can specify scheduled queries to run and report on the amount stored in quotes on a periodic basis.

This could be used to raise invoices to dealer from your accounting system.

"Procurement" can be edited. Access to the amount field can be role restricted.

Quotes / Vehicle "Procurement"

Below lists the business rules that are applied to the Quotes / Vehicle "Procurement" checkbox and fee fields in the order they are applied:

If there is a value stored in Suppliers / Account "Procurement Fee" then Quotes / Vehicle "Procurement" is checked and the fee is populated in.
If the Contract Types / Details "Quote Procurement" checkbox is checked, then Quotes / Vehicle "Procurement" is checked and Setup / Reference Data → gb_controls "Procurement Fee" will be populated in.
Quotes / Vehicle "Procurement" is un-checked, the fee field is disabled.

Changing the variant will trigger an update to the Procurement Fee amount.

Ideally, if the checkbox is selected, the "Procurement" amount should not be zero. This is governed by the setting.

Editing / Creating a Quote

If "Procurement" has been selected and populated, the user is free to change the value at this time.

Checking or Un-checking the "Procurement" Check Box

Once the "Procurement" check box has been checked and the fee calculated and populated onto the quote, the user is free to change the value.

Procurement Fee Check Event

If the Procurement Fee Check alert is enabled, users will see a notification during quote acceptance. The process will not complete until the user confirms the accuracy of the message.

Optionally, a Quotes / Event can be created automatically when the alert has been confirmed by the user when a quote is accepted to record the "Procurement Fee" that has been agreed to by the Dealer.

The you can create a Quotes / Events record can also be written that stores the confirmed information.

Quote Event Created on Accept

If your system is configured to record a quote event when the Procurement Check is confirmed (the user has clicked OK), the event is populated using the details below:

Field	Item
quoteeventid
quote_id
quoteeventcode_id
event_date
description
event_amount
quoteeventaction_id
due_date
completed_flag
attachment_id
useridedit
last_edit
status_flag

Example Set-up for Procurement Check

Create a suitable Quote Event record.
Update acceptquoteprocurement_check as below.

Set the "Enable Alert Flag" = 'yes' and "Event Code" = 'PROCURE'

Procurement Role Access

Access Type: Internal

Restriction: The Procurement role has full access the system except where noted below.

Set Up: This user role type is set up by a system Administrator.

Screen Access and Permissions

Fleet / Administration / Contracts

Tab	Permissions
Contract	View and edit access.
Vehicle	View, create and edit. Dealer request forms can be created, printed and sent via email.
Options	View and edit fields.
Order	View and Edit Access. Can print Dealer Order, Aftermarket Order, Lease Acceptance. Delivery Conformation in Office(xls) or Text(CSV) file format.
Finance	View and Edit Fields. Can print Settlement and payroll Advice in Text(CSV) and Office(xls) file format.
Insurance	View and edit fields. Can print the insurance in Text(CSV) file format.
Payment	View and Edit Access. Can create both Payment Type (Finance and Comprehensive Insurance).
Billing	View and Edit Fields.
Lease	View, Edit, Print the Invoices in PDF and text(CSV) format.
Terminate	View and Edit Fields.
Events	View, create, delete, attach and edit. Can output to PDF and CSV.
FBT	Can View, Edit, Print (PDF and CSV) and Send Email.
Maintenance	Able to view Summary of Contract's transaction. Also is able to print both the forms (Maintenance and Fuel).
Approvals	View and Edit the Approvals.
Declaration	View, Create and Print the FBT declaration form.

Fleet / Administration / Approvals

Full Access

Fleet / Administration / Quotes

Tab	Permissions
Contract	View and edit access. Can create, copy, accept, edit and settle all quotes. Quote forms can be created and sent via email. Can output quotes to CSV.
Vehicle	View, create and edit. Dealer request forms can be created, printed and sent via email.
Options	View and edit fields.
Finance	View and edit fields.
Lease	View and edit fields.

Fleet / Administration / Bookings

Full Access

Fleet / Administration / Clients

Tab	Permissions
Contact	View create and edit access. Can create, copy and edit all clients.
MLA	View and edit.
Quote Defaults	View and edit.
Contract Defaults	View and edit.
Prospect	View and edit.
Discounts	View, create and edit.
Financiers	View, create and edit.
Events	View, create, delete, attach and edit. Can output to PDF and CSV.
Divisions	View, create, delete and edit.
Cost Centres	View, create, delete and edit. Can output to xls and CSV.

Fleet / Administration / Client Groups

Full Access

Fleet / Administration / Drivers

Tab	Permissions
Contact	View, create and edit. Can issue and reset password for Driver Contract Access.
Finances	View and edit.
Current Packages	View, create, delete and edit. FBT Reports can be created, printed and sent via email.
Transactions	View only. FBT Reports can be created, printed and sent via email.
Events	View, create, attach, edit and delete. Reports can be created and printed.
Contracts	View only.

Fleet / Administration / Suppliers

Full Access

Fleet / Administration / Supplier Groups

Full Access

Fleet / Administration / Events

Tab	Permissions
Clients	View, print and output to CSV.
Driver	View and Print.
Contracts	View, print and output to CSV.

Fleet / Administration / Order Management

Full Access

Fleet / Administration / Due Off Management

Full Access

Fleet / Administration / Reports

Tab	Permissions
Report Title	Able to print all kind of reports in PDF, Text(CSV) or E-mail (where appropriate).

Fleet / Billing

Full Access

Fleet / Payments

Full Access

Fleet / Receivables

Full Access

Fleet / Maintenance

Full Access

Fleet / Card Services

Full Access

Fleet / Controls

Full Access

Fleet / Import Data

Full Access

Fleet / Export Data

Full Access

Packaging / Employees

Full Access

Accounts / General Ledger

Full Access

Accounts / Export

Full Access

Reporting / Standard Reports

Full Access

Setup / Reference Data

Full Access

System / Mail Queue

Full Access

System / Change Password

Tab	Permissions
Password	change own password.