Client Setup & Defaults: Quote Defaults
Client configuration, defaults, and financier settings
Quote Defaults
The Quote Defaults screen contains fields used specifically in the quotation process:
Header Actions
Column One
Luxury Charge Applied
(Check Box) — If configured, you can use the "Luxury Charge Applied" check box to remove the Luxury Car Charge from your quote PDF. This requires client-specific development. You can remove the calculated charge by setting Quotes / Finance "Luxury Car Charge" to 0.
Luxury Charge Event
(Check Box) — When checked, a quote cannot be accepted until a Quotes / Events Luxury Charge Event has been created when the quote contains a "Luxury Car Charge" amount.
ITC Passed On
(Check Box) — Contact Catch-e support if you would like this feature set-up.
ITC Passed On Rate (%)
Contact Catch-e support if you would like this feature set-up.
Return ITC via Payroll
(Check Box) — Used to indicate on the quote the method.
ECM Flag
(Check Box) — If checked, new quotes will default Quotes / Contract "Use ECM?" field to checked.
GST on ECM
(Check Box) — Contact your Account Manager for setup.
Medicare Levy Flag
(Check Box) — Include Medicare in PAYG calculations.
Print Finance
(Check Box) — Print finance-related fields on quote.
Gross Up Rate
(Num)
Fixed Statutory Rate (%)
Used if employer packages at a fixed rate regardless of kms.
Pay Cycle
(Drop List) — Default pay cycle for quotes. Read-only under certain contract conditions.
Payroll Date
(Date) — Used for Start Periodic calculation.
Pay Cycle 2
(Drop List)
Payroll Date 2
(Date)
Payroll Cycle 3
(Drop List)
Payroll Date 3
(Date)
Payroll Cut Off Days
(Number) — Used in Start Periodic calculation.
Packaging Fees Per Year
(Num) — Inactive legacy field.
Packaging Advice Fee
(Num) — Defaults quote advice fee.
Package Admin Fee
(Number)
Salary Type
(List) — Determines superannuation calculation.
Fixed Super Rate (%)
Used for fixed super or employee super defaulting.
Cost Centres Mandatory
(Check Box) — Requires cost centre selection in quotes.
Allow Operating FBT Type
(Check Box) — Restricts FBT types available in quoting.
Column Two
Document Fee
(Num) — Optional monthly fee (IFEE).
Fuel Fee
(Num) — Optional fuel budget fee.
Novated Management Fee
(Num) — Default management fee for novated contracts.
Lease Replacement Fee
(Num)
Establishment Fee
(Num)
Maintenance Uplift Rate (%)
(Num)
REVS Fee
(Num)
Wear & Tear Allowance
(Num)
Free Km Buffer
(Num)
Quote Client Note
(Text) — Copied into quote PDF comments.
Quote Internal Note
(Text) — Internal-only notes shown in quote workflow.
Lease Inclusions
Inclusion Name
(Text) — Displays lease inclusion plans.
Excluded
(Check Box) — Excludes inclusion from quotes (pink highlight).
Column Three
Use Group
(Check Box) — Uses group ABN/contact details.
Relief Vehicle
(Check Box)
Financier
(Lookup) — Default financier logic based on hierarchy.
Advance/Arrears
(Drop List) — Determines billing timing logic.
Lessee Rate Include VMP
(Check Box)
Agreed Lessee Rate (%)
(Num)
Policy Owner
(List)
Insurer
(List)
RV Margin Rate (%)
Passenger vehicles adjustment.
RV Margin Rate LC (%)
Light commercial vehicles adjustment.
Excess KM Rate
(Number)
Management Fee
(Num)
Maintenance Program Fee
(Num)
Novated Commission Rate (%)
(Num)
Purchase Duty Exempt?
(Check Box)
Reg CTP Type
(List)
Delivery Fee Funded?
(Check Box)
Fuel on Delivery Funded?
(Check Box)
Allow Quoting
(Check Box) — Enables or disables quoting.
Extended Configuration Table
Legend
Validations and Alerts
Edit
Table {tablename} already locked by user: {userlogin} — wait until unlocked.
Field Entry
Pay cycle already in use — each pay cycle must be unique.
Save
Payroll Date cannot be blank for '{paycyclecode}' Pay Cycle.
Payroll Date cannot be 15th for Bi-Monthly or Twice Monthly cycles.