Quotes Overview & Search: Accept Insurance

Creating, searching, and managing quotes

Consultant Role Access

Access Type: Internal

Restriction: The User role has access to the system as 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.
Options	View and edit fields.
Order	View and Edit Access. Can print Dealer Order, Aftermarket Order, Lease Acceptance, Delivery Confirmation in Office (xls) or Text (CSV) file format.
Finance	No Access
Insurance	Hidden
Payments	View and Edit Access. Can create both Payment Type (Finance and Comprehensive Insurance).
Billing	View and Edit Fields.
Lease	View and Edit Fields.
Terminate	Hidden
Payout	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).
Declaration	View, Create and Print the FBT declaration form.

Fleet / Administration / Approvals

Hidden

Fleet / Administration / Quotes

Tab	Permissions
Contract	Full Access.
Vehicle	Full Access.
Options	Full Access.
Finance	Full Access.
Lease	Full Access.
Events	Full Access.

Fleet / Administration / Bookings

Hidden

Fleet / Administration / Drivers

Tab	Permissions
Contact	View, create and edit. Can issue and reset password for Driver Contract Access.
Finances	View and edit.
Assets & Liabilities	View and edit.
Current Packages	View, create, delete and edit. FBT Reports can be created, printed and sent via email.
Item	View and edit.
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.
Vehicle Events	View and edit.
Vehicle FBT	View and edit.
Vehicle Maintenance	View and edit.
Vehicle Claim	View and edit.

Fleet / Administration / Clients

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

Fleet / Administration / Client Groups

Hidden

Fleet / Administration / Suppliers

Full Access

Fleet / Administration / Supplier Groups

Hidden

Fleet / Administration / Events

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

Fleet / Administration / Order Management

Full Access

Fleet / Administration / Due Off Management

Hidden

Fleet / Administration / Reports

Hidden

Fleet / Billing

Hidden

Fleet / Payments

Hidden

Fleet / Receivables

Hidden

Fleet / Maintenance

Hidden

Fleet / Card Services

Tab	Permissions
Transactions	Hidden.
Cards	Full Access.

Fleet / Controls

Hidden

Fleet / Import Data

Hidden

Fleet / Export Data

Hidden

Accounts / General Ledger

Hidden

Accounts / Export

Hidden

Reporting / Standard Reports

Hidden

Setup / Reference Data

Hidden

System / Mail Queue

Hidden

System / Change Password

Password: change own password

Contract Quote Status

The quote's status field is stored on the Quotes / Contract tab. The status defines what stage of the process the quote is in. You can filter on "Status" in the Quotes / Search screen.

Read through the set-up notes for configuration details.

A "Sub Status" can also be used to extend the classification of a quote.

Filter Groups

--Active--

--Active-- is a filter that groups a number of statuses that indicate the quotes are in-progress. It is a quick way to view all quotes that potentially need follow-up actions by your staff. The grouping can be configured for you.

The default filter on the Quotes / Search screen is --Active--.

--Active-- status is also used to define a Home screen chart: Quotations Active.

Status Definitions

The status definitions listed below are as standard in Catch-e. These may be set-up differently for your organisation.

Active Statuses

Dealer — Quote sent to dealer for pricing.

Draft — A new quote can be saved with a status of "Draft" if it is still being worked on.

Open — Procurement/Manager roles can change the status of a quote when ready. If it is set to "Open" upon saving an email will be sent to the Quote Creator and the Account Manager will be CC'd on this email to advise that the quote is open and ready to send. The Driver's name from the quote is included in the subject line of this email for easier identification by the recipient.

Pending — Procurement/Managers can set a quote to pending so that they are aware it is a work in progress.

Requested — The default status for a new quote is "Requested". Standard users cannot change the status of a requested quote. They can edit a requested quote and re-save it. When creating a new quote at status "Requested" or saving an existing quote from another status to "Requested", an email can be sent to a procurement officer to make them aware of the request. To set-up this feature, enter the procurement users email address in the Contract Types / Details "Quote Request Email To" field on the screen.

Review — The quote is being reviewed and is not ready to be sent yet.

Re Quote — A status that is available where there is a parent Quote ID. As an example this would be when the quote is being copied from another.

Sent — Standard users will have a 'Sent' button active for 'Open' quotes. When they send a quote to a client (i.e. by email or by printing/faxing etc) they should click the 'Sent' button which will update the quote status to sent and update the last edit date/time.

Not Active Statuses

Accepted — Indicates that the quote is proceeding to a signed-up contract. This status can be updated on this list box. It will update automatically if you click on the "Accept" button.

Cancelled — Status to be used by Procurement/Managers to effectively cancel a quote (e.g. client changes their mind and no longer want the quote).

Declined — To be used if the client declines the quote.

Deleted — Status to be used by Procurement/Managers to effectively delete a quote.

Expired — The quote has expired (e.g. has passed its valid til date).

Pricing Received — Quote status indicator.

Recurring — Used for quotes which are regularly re-used, e.g. mine site or client specific specifications and options etc. This type of quote should be copied and converted to a normal quote when a new quote is required.

Sample — To show which quotes are indicative only.

Not Visible Statuses

External — Status used for quotes generated using a Web Service and not available as an option for the Status list box on either the Quotes / Search or Quotes / Contract screens.

Warning: We recommend you do not manually change the statuses "Accepted", "Sent" and "Opened", as these are used in conjunction with the "Accept" button.

Role Limitations to Use Status

The 'User' role has restricted access to quote functionality but can draft, request, send, copy, print and accept quotes.

For example to print a quote for this role the quote must have a status of:

Open
Sent
Declined
Accepted

The default quote status for new or copied quotes can be set using gb_control qtquotestatuses_default.

The list box is stored in the table qtquotestatuses.

A quote status can be made inactive by setting status_flag to 'inactive'. The status will no longer be available in the "Status" list box for either the Quotes / Search screen or Quotes / Contract tab.

Quotes that exist where the status has been changed to inactive will not be altered. They will be visible on the Quotes / Search screen if "Status" filter of --All-- is selected.

These quotes can still be recalled on the Quotes / Contract screen by directly entering the quote id.

Set active_flag to 'yes' to place the status record into the --Active-- group. If configured this way, the status will display by default when the Quotes / Search screen is loaded.

It will also be included in the data used on the Home page chart: Quotations Active.

Quotes Setup

Quotes / Search Controls

Module	Name	Comment	Default Value
qt	quotessearchresults_limit	The quotes shown on the Quotes / Search screen are limited to 1000 records by default to optimise page loading. You can change the limit in this control or remove the limit entirely. To remove the limit set the value as blank or as '0'. Users can update their limit in the Pagebar. The default limit is applied again next time a user navigates into the Quotes module.	1000

Quotes / Header

Contract Types / Details "Application Reference on Accept" — Check on to require the Quotes / Finance "Application Reference" field to be populated before the quote can be accepted. When Accept is pressed, the user will be alerted if the quote is not compliant.

Quotes / Contract Controls

Module	Name	Comment	Default Value
qt	quoteeffectivedateexpirydays	Quotes / Contact "Effective Date" validation. When a quote is saved, a check is run to make sure "Effective Date" is not older than a defined number of days. If it is, the user is alerted and has the option to cancel the save and update the quote. The days are stored in this control and it has a default value of 90 days. This can be changed or make blank if you do not want the check to occur.	90
qt	defaultpostingmap_id	Quotes / Contact "Type Code". If this control is populated, the stored Contract Type will default into the Quotes / Contract "Type Code" field of new quotes. When a "Client Code" is added, Quotes / Contract "Type Code" will switch to the client's Clients / Quote Defaults "Contract Type" (if one is stored) when a new quote is being created. Only Contract Types where Contract Types / Details "Status" is 'Active' will be used in the logic described above.

Quotes / Options

Options Included by Default

Quotes / Vehicle Controls

Module	Name	Comment	Default Value
qt	quotesvehiclereportformatdefault	Choose the default output you want to show on in the Quotes / Vehicle tab. This can be set to 'Office(xlsx)', 'ExcelXml', 'Email-send' or 'Text(CSV)'.	Office(xlsx)
qt	quotesvehiclereportattachmentformat	Choose the default file extension to use when attaching this file to 'Dealer Quote Request' emails. A 'dealerquoterequest' form must be set-up in your system with the same format as chosen here. Set the format to one of the following: 'ExcelXml', 'Office(xlsx)' or 'PDF'.

Dealer Quote Request Format Table

Global Control	Required Template	Output Format
ExcelXml	dealerquoterequest.xml	xls
Office(xlsx)	dealerquoterequest.xlsx	xlsx
PDF	dealerquoterequest.xlsx	PDF

Quotes / Finance

Finance Applications

Visit the Angle Interface page for set-up details for the Angle Auto Finance Interface.

Older interface pages are listed below:

Maclease Partner Interface
BMW (DealerPoint)
Bank of Queensland (BOQ)

Finance Controls

Module	Name	Comment	Default Value
qt	interestmarginrate	Quotes / Finance "Client Margin" - set a default rate to calculate an amount for this field. Open the Client Margin.xlsx file to see a simple example of the calculation. Values can be set through Clients / Financier "Margin Rate", Setup / Reference Data > gbcontrols "interestmarginrate", and Setup / Reference Data > gbcontrols "clientmarginallownegativeflag".
qt	clientmarginallownegativeflag	Quotes / Finance "Client Margin" - negative rates and values are allowed when this is set as 'yes'. Set as no to prevent negative values from being held.	yes

Novated Residual

Control	ATO Residual Rates
gb atoresidualrates	The appropriate ATO residual rate defaults into the Quotes / Finance "Residual Rate" field when a new novated lease quote is being created. If the lease term falls between two rates, a pro-rated percentage is calculated and applied.

ATO Residual Rate Table:

Term (Months)	Rate
12	0.6563
24	0.5625
36	0.4688
48	0.375
60	0.2813

Module	Name	Comment	Default Value
qt	novatedresidualbasis_default	Stores a default novated lease residual basis. 'depreciable-amount' is the default entry that can be changed. Update to one of the following options: 'amount-financed', 'depreciable-amount', 'fbt-value', 'net-vehicle-cost' and 'on-road-price'. It will default into the Quotes / Finance "Residual Basis" field when a new novated lease quote is being created. The default value comes from gb_control.	depreciable-amount

Quotes / Lease

Lease Inclusion Plans Setup