Setup

Card Services

Create mappings for a card interface

Qualifiers

  1. You want to use a new card interface.

  2. You have linked a supplier to the interface.

  3. You have reviewed the supplied product list and have noted which Class and VMRS Code you want to map each product to.

  4. See also the Card Interface Set-up page that contains Useful Queries.

Manual Process

  1. Go to Fleet / Controls / Interfaces / Card Services

  2. Card Interface - enter or lookup the required code

  3. Navigate to Card Services / Mappings

  4. Click on New button

    1. Product Code - enter the suppliers product code

    2. Description - enter the suppliers product description

    3. Class - enter or ?Search for the right class to link this product to

    4. VMRS - enter or ?Search for the right vmrs code to link this product to

    5. Fee - if required, enter a fee amount

  5. Click on Create

Bulk Process

  1. Go to Fleet / Controls / Interfaces / Card Services

  2. Card Interface - enter or lookup the required code - note the Interface ID

  3. Navigate to Card Services / Mappings - note any pre-existing mappings

  4. Prepare an upload file for the table fm_interface_vmrs_mappings - exclude any pre-existing mapping records

  5. The required fields for each record are listed below

    1. interface_vmrs_mapping_id - enter the suppliers product code

    2. interface_id - enter the suppliers product code

    3. product_code - enter the suppliers product code

    4. posting_class_id - enter the right posting_class_id to link this product to

    5. vmrs_code_id - enter the right vmrs_code_id to link this product to

    6. description - enter the suppliers product description

    7. internal_fee_net - if required, enter a fee amount

  6. Go to Setup / Import Table Data to import the file

Link a supplier to a card interface

Qualifiers

  1. You want to use a new card interface

Process

Supplier check or create

  1. Go to Fleet / Administration / Suppliers

  2. Use the lookup to check that the supplier does not already exist

    1. If the supplier exists, note the code and now link the supplier to the card interface

    2. If the supplier needs to be created

  3. Click on New button

  4. You will now be in the Suppliers / Detail tab

    1. Supplier Code - enter a unique code for this supplier

    2. Name - enter the name of the supplier

    3. Enter other contact details you have to hand

  5. Navigate to the Suppliers / Account tab

    1. Supplier Type - choose 'Card Services'

  6. Click on Create button

Link supplier to card interface

  1. Go to Fleet / Controls / Interfaces / Card Services

  2. Card Interface - enter or lookup the required code

  3. 'Supplier' - enter the supplier code you want to use for this interface

  4. Click on Save button to update the record

Finance

Create Financier interest rate records

Qualifiers

  1. The financier's Suppliers / Financier Finance Method field must be set.

Process

  1. Navigate to Setup / Reference Data

  2. Table - select 'fm_financier_rates'

  3. Click on New button

    1. Financier - enter the Financier's supplier code

    2. Term - enter a term that the interest rate is for

    3. Lower Limit - enter the lowest amount that can be financed using this rate. Say 1.0.

    4. Upper Limit - enter the higest amount that can be financed using this rate. Say 999999.00.

    5. Interest Rate - enter the rate in percentages. E.g. 7.5300 is 7.53%

    6. Effective - leave blank

  4. Repeat the steps above until you have all the rates you need

  5. Only enter one record for each Financier / Term / Interest Rate combination. There is no functionality to split this further into different finance amount levels.

  6. Click on Create button