Permissions & Restrictions: Quotes — Quotes

Role restriction matrices by module

Quotes

Screen Name or Functionmodulepagesub_pagetyperestriction_typeComments
Quote tabsqtquotestype = subpagemap, restrictiontype = bitarrayChanges to tab access requires extensive testing.
Footer Buttonsqtquotesbottomcontrolsmap
Link Mapqtquotesviewaudit,bitarray= 0This field should be hidden.

Contract

Screen Name or Functionmodulepagesub_pagetyperestriction_typeComments
Client Details
Client Codeqtquotescontractfieldfmcliclient_codedisplay_onlyIf set, the field name and field will be read only.

Inclusions

  • Redundancy Insurance — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes redundancyinsurance

Driver Details section

  • Licence Details — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes licencedetails_label
  • Licence # — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes fmdridriverlicence
  • Expiry — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes fmdridriverlic_exp
  • Licence — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtqiltinsuranceloadingtypeid_licence
  • Past Claims — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtqiltinsuranceloadingtypeidpastclaims
  • Restriction — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes insuranceloadingtypeid
  • Insurance Loading Rate — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes insuranceloading_rate
  • Loss of Licence? — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquoinsurancelosslicenceflag
  • At fault incidents? — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquoinsuranceatfaultflag
  • DUI/PCA Conviction? — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquoinsuranceconviction_flag
  • Employee# — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes fmdriemployeeno
  • Pay Cycle — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquopaycycle_id
  • Salary — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquoannualsalary
  • Allowance — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquo_allowances
  • Superannuation — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquo_superannuation
  • Total Package — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes totalpackage
  • Reduced Super — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquoreducedsuper_flag
  • Pre Tax — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquopretax_existing
  • Post Tax — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquoposttax_existing
  • Advice Fee — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquopackagingadvice_fee
  • Package Admin Fee — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquopackageadmin_fee
  • Employer FBT Type — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquoemployerfbt_type
  • FBT Type — If restrictiontype = 'hidden', the field name and field will be hidden. If restrictiontype = 'displayonly' the field will be display only. Role Restriction conditions are reloaded when Client Code updated. qt quotes qtquofbtbenefit_type
  • Bus. Use% — If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquofbtbusiness_use
  • Use ECM? — If restrictiontype = 'hidden', the field name and field will be hidden. If restrictiontype = 'displayonly', the field will be displayed, but is not editable. If restrictiontype = 'displayonly' and conditions = ' $conditionalvalues['qtquoemployerfbttype'] == 'rebateable' && $conditionalvalues['clientdefaults']['ecmflag'] == 'no' ', the field will be display only if the linked client has "Employer FBT Type" set to 'Rebateable' and their "ECM Flag" is un-checked. Role Restriction conditions are reloaded when Client Code updated. qt quotes qtquoecmflag
  • HELP Debt — If restrictiontype = 'displayonly' the field will be display only. qt quotes qtquoatoloanflag
  • Previous Lease Start — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. If restrictiontype = 'hidden', the field name and field will be hidden. qt quotes qtquopreviouslease_start
  • Previous FBT Value — If restrictiontype = 'displayonly', the field will be displayed qt quotes qtquopreviousfbtvalue

Vehicle

  • Procurement — If restrictiontype = 'displayonly', the amount field will be read only. The Procurement check box is not affected by this role restriction. qt quotes qtquoprocurement_fee
  • Colour — If restrictiontype = 'displayonly', the amount field will be read only. qt quotes qtquocolour_preference
  • Variant — [Tip:] The restriction type here is a businessrule, where alerts will be issued, where the user is restricted to proceed based on whether or not a variant's payload value exceeds the set maximum or not. qt quotes qtquoquotemaximum_payload
  • Fleet Discount% — If restrictiontype = 'displayonly', the field will be read only. qt quotes discount_percentage
  • Confidential Rebate — If restrictiontype = 'hidden', the field name and field will be hidden qt quotes qtquorebatenet
  • Dealer Rebate — If restrictiontype = 'hidden', the field name and field will be hidden, if restrictiontype = 'displayonly', the field will be read only. qt quotes qtquodealerrebate_net
  • Bonus — If restrictiontype = 'hidden', the field name and field will be hidden qt quotes qtquobonusamount_net
  • Margin qt quotes qtquomargin_net
  • Luxury Car Tax — If restrictiontype = 'hidden', the field name and field will be hidden qt quotes qtquoluxurycar_tax
  • Initial Registration — If restrictiontype = 'hidden', the field name and field will be hidden qt quotes qtquoreginitial_net
  • Premium Plate — If restrictiontype = 'hidden', the field name and field will be hidden qt quotes qtquopremiumplates_net

Options

Screen Name or Functionmodulepagesub_pagetyperestriction_typeComments
Cost PriceqtquotesqtquocostpricenetThis field should be hidden.

Financier

Screen Name or Functionmodulepagesub_pagetyperestriction_typeComments
Financier
Financierqtquotestmpfinanciersupplier_code
Advance / Arrearsqtquotesqtquoadvance_arrears
Months in Arrearsqtquotesqtquomonthsinarrears
Months Deferredqtquotesqtquoperiods_deferred
Base Rateqtquotesqtquobase_rate
Client Marginqtquotesqtquoclientmarginnet
Client Margin Ratqtquotesqtquoclientmarginrate
Financier Rateqtquotesqtquofinance_rate
Vehicle On Roadqtquotestotalonroadpricegross3
Deposit GSTqtquotesqtquodeposit_gst
Deposit Netqtquotesqtquodeposit_net
Trade in Registrationqtquotesqtquotradeinreg_no
Trade in Descriptionqtquotesqtquotradeinvehicle_description
Trade in Gross/GSTqtquotesqtquotradeinamount_gst
Trade in Netqtquotesqtquotradeinamount_net
GST Claimableqtquotesqtquoclaimable_gst
Depreciable Amountqtquotesqtquodepreciable_amount
Total Brokerageqtquotesqtquototal_brokerage
Arrears Interestqtquotesqtquoarrears_interest
GST on Interestqtquotesqtquogstoninterest
Amount Financedqtquotesqtquofinanced_amount
Lessee Rateqtquotesqtquolessee_rate
Luxury Car Chargeqtquotesqtquoluxury_charge

Broker

  • Broker — restrictiontype can be 'displayonly' or 'hidden'. qt quotes tmpbrokersupplier_code
  • Broker Name — restrictiontype can be 'hidden'. qt quotes tmpbroker_name
  • Broker Rate — 'restrictiontype'' can be 'displayonly' or 'hidden'. qt quotes qtquobroker_rate
  • Broker Fee — restrictiontype can be 'displayonly' or 'hidden'. qt quotes qtquobroker_fee
  • Commission Rate — If restrictiontype = 'displayonly' and conditions = ' $conditionalvalues['clientdefaults']['agreedlesseerate'] > 0 ', "Commission Rate / Fee" will be display only if the linked client has a value populated in the "Agreed Lessee Rate" field. qt quotes qtquocommission_rate
  • Commission Fee — If restrictiontype = 'displayonly' and conditions = ' $conditionalvalues['clientdefaults']['agreedlesseerate'] > 0 ', "Commission Rate / Fee" will be display only if the linked client has a value populated in the "Agreed Lessee Rate" field. qt quotes qtquocommission
  • Establishment / Admin Fee qt quotes qtquoestablishment_fee
  • Originator Fee qt quotes qtquooriginator_fee
  • Extended Warranty qt quotes qtquoextended_warranty
  • REVS / PPSR qt quotes qtquorevs_fee
  • Mortgage Duty qt quotes qtquomortgage_duty
  • Fuel On Delivery qt quotes qtquofuelondelivery_fee
  • Delivery Fee qt quotes qtquodelivery_fee
  • Other Brokerage qt quotes qtquoother_brokerage
  • Gap Insurance qt quotes qtquogap_insurance
  • Redundancy Insurance Lock Fla — If restrictiontype = 'hidden', the field name and field will be hidden. Go to Redundancy Insurance to get more details about this field. qt quotes qtquolockredundancyinsuranceflag
  • Redundancy Insurance — If restrictiontype = 'hidden', the field name and field will be hidden. Go to Redundancy Insurance to get more details about this field. qt quotes qtquoredundancyinsurance
  • Walkaway qt quotes qtquowalkaway
  • Comprehensive Insurance qt quotes qtquocomprehensive_insurance
  • Tyre and Rim Insurance qt quotes qtquotyreriminsurance
  • Small Damage Repairs qt quotes qtquosmalldamagerepairs
  • Early Termination Fee qt quotes qtquoearlyterminationfee
  • Budgets Financed qt quotes qtquobudgets_financed

Monthly Payments

Screen Name or Functionmodulepagesub_pagetyperestriction_typeComments
Monthly Payments
Finance Exc GSTqtquotesqtquofinancepmtnet
CSDqtquotesqtquocsd_rate
CSD per month Inc GSTqtquotesqtquocsd_gross
Feeqtquotesqtquofinanceadministrationfee_net
Repayment Exc GSTqtquotesrepayment_net
GSTqtquotesrepayment_gst
Repayment Inc GSTqtquotesrepayment_gross

Residual

Screen Name or Functionmodulepagesub_pagetyperestriction_typeComments
Residual
Residual Rateqtquotesqtquoresidual_rate
Residual Basisqtquotesqtquoresidual_basis
Residual Exc GSTqtquotesqtquoresidual_net
Residual GSTqtquotesqtquoresidual_gst
Residual Inc GST Lock Flagqtquotesqtquolockresidualflag
Residual Inc GSTqtquotestmpresidualgross

Finance Application

Screen Name or Functionmodulepagesub_pagetyperestriction_typeComments
Finance Application
Originatorqtquotesqtquostgeorgeoriginator_id
Application Referenceqtquotesqtquoapplication_reference
Application Dateqtquotesqtquoapplication_date
Statusqtquotesqtquoapplication_status
Application Statusqtquotesqtquoapplicationstatusflag

Management Fee (MFEE))

  • Management Fee Net (field) — If either tmpquotebudgetnetMFEE or tmpquotebudgetgstMFEE records exists, both the "Net" and "GST" fields will be read only. The field cannot be 'hidden'. qt quotes lease tmpquotebudgetnetMFEE display_only
  • Management Fee GST (field) — If either tmpquotebudgetnetMFEE or tmpquotebudgetgstMFEE records exists, both the "Net" and "GST" fields will be read only. The field cannot be 'hidden'. qt quotes lease tmpquotebudgetgstMFEE display_only
  • Management Fee Quote Note (field) — If set, the field name and field will be read only. The field cannot be 'hidden'. qt quotes lease tmpquotebudgetnotesMFEE display_only