Options

The options screen displays and allows the editing of pricing and residual values of options. Tick boxes are used to select and deselect options to be included on the quote.

Field Descriptions

Description (Text) — If required, the description can be amended to describe the exact option. Note: It cannot be amended if readonlydescriptionflag is set to 'yes'. The readonlydescriptionflag is by default set to 'no'.

FBT Exempt (Text) — This is a display field shows 'yes' if the option is FBT exempt. It is blank if the option is not exempt.

Type (Text) — Can be factory, dealer or aftermarket. The Global Control qt.psdaftermarketoptions_flag controls whether aftermarket options are included in purchase stamp duty calculations.

Supplier (Text) — Displays the Supplier Code of aftermarket options if they have been set-up.

Dealer Fitted (Text) — Indicates whether the option is fitted by the dealer or factory.

Part of Pack? (Text) — Y or N

Cost Price (Number) — Shows List Price but can be edited to reflect a different Cost Price. For most users, this field is hidden. Access to this field is controlled via Role Restrictions.

List Price (Number) — Displays List Price but can be edited.

GST (Number) — Displays GST but can be edited to reflect a different GST.

Residual % (Number) — This rate is used to apply a residual value to the option for financing purposes.

Redbook $ (Number) — This is a future value provided by a 3rd party, e.g. Redbook.

Total Descriptions

Total Cost Price (Sum) — Sum of all selected Options Cost Price.

Total List Price (Sum) — Sum of all selected Options List Price.

Total Discount (Sum) — Sum of all selected Options Discount.

Total GST (Sum) — When the quoteoptionalequipmentgstcalc_flag is set to 'yes' this field is recalculated by summing the Optional Equipment "List Price" fields where the "GST" amount is not zero and multiplying the total by the gst rate. If set to 'no' the current calculation is performed (Optional Equipment "GST" fields are summed).

Total Discounted Price (Sum) — Sum of all selected Options Discounted Price.

Total Residual $ (Sum) — Sum of all selected Options Residual $.

Total Redbook $ (Sum) — Sum of all selected Options Redbook $.

Action Buttons

Include by Default

Optional Equipment can be included by default depending on set up. For full details refer to Options Included by Default page.

Display Order

The display order (in edit mode) for Options is customisable. The default sort order is Supplier ID, Option Type, Dealer Fit, Description typically resulting in a sort order of Factory, Dealer then Aftermarket options on both the Quotes / Vehicle and Quotes / Options tabs. Any selected options will continue to be displayed at the top of the list.

To change the display order (in edit mode) alter the value in gb_control qt.optionssortorder.

The value field must be constructed correctly and begin with 'ORDER BY' followed by any field from any of the following tables along with their table alias (see examples below).

Table List: qtvariantoptionalequipment AS t1, qtoptionalequipment AS t2, qtoptionalequipmentpacks AS t3, qtquoteoptionalequipment AS t4, fmsuppliers AS t6

For example:

To order all options by their Description, update the value field to:

s:23:"ORDER BY t2.description"; 

Or to order all options by Type, Supplier ID and then Description update the value field to:

s:55:"ORDER BY t1.optiontype, t1.supplierid, t2.description"; 

Contact your Account Manager for further assistance with these settings.

Option GST Calculation

You can change the way GST is calculated on options by toggling the Global Control quoteoptionalequipmentgstcalc_flag between 'yes' or 'no'.

'no' is the default setting. This is the GST that is displayed on the Quotes / Vehicle "Total Options - GST" and the Quotes / Options "Total selected: - GST" field.

If 'no', the Quotes / Options "GST" for each selected row is totaled.

If 'yes', the selected "List Price" value rows (where GST is not 0) will be totaled and the result multiplied by the GST rate. The resulting GST may not match the sum of the Quotes / Options "GST" rows if there is a rounding difference.

If you make a change to this setting and have pre-existing quotes, an Alert message may be generated. The user will then need to update the quote's GST Claimable to bring the Finance values into balance.

Catch-e Staff Notes

Refer to CAT-18494 for Standard & Aftermarket Optional Equipment pricing updates. (Work in progress).