Module

Name

Comment

Default Value

qt

accept_quote_multiple_times_flag

The quote button "Accept" will allow a quote to be accepted more than once if this flag is 'yes'. If flagged 'no', a quote can be accepted only once. The button is still visible, but an alert message will be triggered if pressed: "You cannot accept this quote more than once!". The mechanism of this feature is must = 0 or 1

yes

qt

accept_quote_procurement_check

Set "Enable Alert flag" to 'yes' if you want the user to see an alert message when accepting a quote to confirm the entered procurement amount. Enter a quote event code in "Event Code" if you want a quote event to record the procurement details when a quote is accepted. Visit the Procurement page for full details of this feature and set up notes. Enable Alert Flag: 'no', Event Code: blank

qt

accept_quote_supplier_id_dealer_flag

Used to make the Preferred Dealer on the Quote Vehicle screen mandatory when a quote is Accepted. If this control is set to Yes, when creating a Quote event by accepting Quote should populate the event Description

yes

qt

account_manager_default

Update this control to nominate which user is to be populated into the Quotes / Contract "A/C Manager" field by default when a new quote is created. When this control is set as 'client' and the Clients / Contact "Client Type" field is 'Prospect' the stored Clients / Contact "Sales" user is used. Otherwise the stored Clients / Contact "A/C Manager" user will be used. If this control is set as 'creator' the user who is creating the quote is populated into the Quotes / Contract "A/C Manager" field

client

qt

after_hours_assistance_flag

Used to set the default for "After Hours Assistance"

no

qt

angle_api_contact_details

If you want to pass generic contact details in Angle Interface setup applications, enter them here. The following fields use the values from this control if they are populated: individualDetails - contactDetails - emails - type - WK, individualDetails - contactDetails - phones - type - WK, additionalDetails - contactDetails - emails - type - WK, additionalDetails - contactDetails - phones - type - WK, stateChangeNotification - loanConsultantEmail. If this control is left blank, the fields above will not be included in Angle Auto Finance applications. Email Address: address@clientdomain.com.au, Phone: 61377779999

qt

angle_api_credentials

Store credentials supplied by Angle Interface setup here. These details must be populated and are encrypted. If you experience interface connectivity issues, confirm these credentials with your Angle Auto Finance Account Manager first. If the issues cannot be resolved with Angle Auto Finance, then contact Catch-e for assistance. Path (Staging): https://live.uat.api.services.angleauto.com.au/nli/v2.0, API Key: (encrypted)

qt

angle_oauth_credentials

Store oauth credentials supplied by Angle Finance here. All fields must be populated and are encrypted. If you experience interface connectivity issues, confirm these credentials with your Angle Auto Finance Relationship Manager first. If the issues cannot be resolved with Angle Auto Finance, then contact Catch-e for assistance. Path (Staging): https://login.microsoftonline.com/c26f31b3-b539-4fea-af9f-0673a4291ed0/oauth2/v2.0/token, Client ID: , Scope (Staging): https://nli.uat.api.angleauto.com.au/.default, Client Secret: , Grant Type (Staging): client_credentials

qt

ato_depreciation_diminishing

Depreciation rate for diminishing method

0.2500

qt

ato_depreciation_prime_rate

Depreciation rate for prime method

0.12500

qt

broker_rate_basis

Broker rate basis for calculations

depreciable-amount

qt

carbon_emissions_offset

Used on the Quote/Profiles screen as a profile when the posting class "CEO" exists on the contract. Uses the table qt_quote_carbon_emissions_offset which contains the minimum number of fields required for a profile

10.0

qt

carbon_emissions_offset_per_tonne

Carbon emissions offset per tonne

12.50

qt

qt_client_defaults_excess_km_rate_default

When a new client is created, the 'Clients / Quote Defaults' "Excess KM Rate" field will be populated with this amount. Visit the Excess KM Charge page for all of the feature details

0.00

qt

client_margin_allow_negative_flag

Yes or no. When yes, a negative value is allowed in the Client Margin (rate)

yes

qt

commission_rate_basis

Commission rate basis for calculations

on-road-price

qt

comprehensive_insurance_basis

This control determines the basis to use for determining which rate band to use in a quote's comprehensive insurance calculation. On Acceptance, the value used will populate into the Contracts / Insurance "Funded Base Cost" field. To calculate the comprehensive insurance you can select from: Quotes / Vehicle "FBT Value", Quotes / Finance "Vehicle On Road", "Depreciable Amount" or "Amount Financed". Field entries are as follows: fbt_value, on_road_price_total, depreciable_amount or financed_amount. To get more details about the insurance calculation please click here Lease / Calculation of Comprehensive Insurance

depreciable_amount

qt

contract_kms_as_annual_flag

Enter kms as annual or total contract

no

qt

create_settlement_form_on_accept_flag

If 'no', the user will be navigated to the Contracts / Order tab for the new contract when the Accept button is clicked. If 'yes', the user is asked "Create Settlement Form?". If OK is chosen, the settlement.xml form will be generated and output, and the user will remain on the current page. If Cancel is chosen, the user will be navigated to the Contracts / Order tab for the new contract. This feature will only work if you have an active 'settlement.xml' file stored in gb_files, otherwise the 'no' behaviour is followed

no

qt

default_posting_map_id

Sets the default Quotes/Contract "Contract Type" for new quotes when Clients/Quote Defaults "Contract Type" is not populated. This Global Control is used as the default "Contract Type" for a calculator

0

qt

derived_field_library_for_quote_packaging

When set to "quote" the placeholders on the payroll_advice form will be linked to the 'common' library. When the client's quote form is designed in html, this is the setting to use so the figures correspond between quote and payroll_advice forms. If the client's quote form is not designed in html, the value will be "quotes_packaging_all", reading from the legacy derived field library. Visit the Quote Template page for more details

quote

qt

disposal_fee

Used on the Quote/Vehicle screen as a fee charged for trading in or selling a vehicle. The fee is not included in the vehicle price or brokerage

400.00

qt

eric_login

Enter your Eric Interface "Username", "Password" and "Endpoint Url" here. Username: encrypted, Password: encrypted, Endpoint Url: encrypted

qt

extended_warranty_type

Allows extended warranty to be quoted as financed, budgeted or user defined. Default is financed

financed

qt

fuel_cost_adjustment

Fuel cost adjustment. Use this control to vary the fuel cost applied to a quote calculation from the values stored in qt_fuel_types by a cost factor (for example: +/- 10 cents in QLD). NSW: 0.00, VIC: 0.00, QLD: 0.00, SA: 0.00, WA: 0.00, TAS: 0.00, NT: 0.00, ACT: 0.00

qt

fuel_fee

Fuel fee

5.00

qt

fuel_uplift_rate

Fuel uplift rate

0.1000

qt

fuel_usage

Use this control to set the default entry for the Quote / Lease Fuel Profile "Fuel Usage" field. This field is used in the vehicle's fuel consumption calculation and thus, the fuel budget. This can be set as 'combined', 'metro' or 'country'

combined

qt

gap_insurance

Gap insurance default amount used on the Quotes Finance screen

0.00

qt

gap_insurance_included_by_insurers

List of Insurers (supplier codes) who include GAP insurance as part of their comprehensive insurance policy when selected. Refer to details notes on the Quotes Finance screen for more details

a:1:{i:0;a:0:{}}

qt

glass_ftp_connection

Used to store the Glass interface ftp credentials used by the Glass scheduler job

Deprecated. Replaced by glass_sftp_connection

qt

glass_sftp_connection

Store the SFTP connection details for Glass here. These details are used by the scheduler job method qt / glass / importVehicleData. Host: as advised by Glass, Port: 22, Username: as advised by Glass, Password: as advised by Glass, Export Path: Upload

qt

gst_apply_on_deposit_flag

GST will calculate automatically in the field "Deposit GST" on the Quotes/Finance screen if this flag is set to "yes" (this is the default setting). If it is set to "no", the GST will show as zero, unless entered

yes

qt

gst_apply_on_trade_in_flag

GST will calculate automatically in the field "Trade In GST" on the Quotes/Finance screen if this flag is set to "yes" (this is the default setting). If it is set to "no", the GST will show as zero, unless entered

yes

qt

html_quote_use_type2_benefit_flag

When set to 'yes', the correct placeholder (packaged_balance_gross_per_pay_cycle) will be 'activated' in the html quote to calculate the required FBT Type 2 Benefit when the Client Employer FBT Type is Concessional

no

qt

include_optional_equipment_by_deal_type

If configured by your business, selected options will be added to new quotes automatically. This control has 2 parts: Part 1: "New Only". Default is 'no'. To restrict this feature to where "New or Used" = 'New' vehicles only, update this part to 'yes'. Part 2: "Deal Types". To limit this feature to selected "Deal Types", add as many deal types as required. Note: If you are setting this up for the first time, please contact Catch-e Support for assistance. New Only: no (unchecked), Deal Types: blank

qt

inclusions_walkaway_flag

Used to add Walkaway in the 'Inclusions' section on the Quotes/Lease tab.

no

qt

insurance_gst_calculation_method

Determines the order in which gst is calculated for external calculation method. To calculate GST on Stamp Duty Inclusive amount use stamp_duty_inclusive. To calculate gst before calculating Stamp Duty use stamp_duty_exclusive in this control. Calculation is used in populating qt_quote_insurance.stamp_duty field

stamp_duty_inclusive

qt

insurance_loading_types

Used to store drop down content on Fleet / Administration / Quotes / Contract tab for fields "Licence", "Past Claims" and "Restrictions". Based on the selection premiums may be 'loaded' by the corresponding rate found in qt_insurance_loading_rates. These field names (Licence, Past Claims and Restrictions) can be renamed

no

qt

insurance_loading_rates

Links the qt_insurance_loading_types and insurance_rate_id to a loading rate. If multiple loading types selected the rates are added up to determine the "Insurance Loading" percent

no

qt

insurance_location_by_postcode_flag

Insurance location by postcode flag

no

qt

insurer_client_policy_allow_all_insurers_flag

Insurer field in Quotes/Contract and Quotes/Lease is disabled if this flag is set to "no" and the Policy Owner is set to "Client"

yes

qt

insurer_internal

This control is no longer active. Go to Setup / Reference Data > qt_internal_insurers to find out how to set your internal insurers

qt

internal_insurer_policy_owner

Display name for Policy Owner

qt

insurer_internal_broker_fee_rate

Used in client specific (internal) insurance calculations

qt

insurer_internal_validating_premium

Used in client specific (internal) insurance calculations

qt

ins_fee

Insurance fee

5.00

qt

interest_base_rate

Interest base rate that will default into the Quote where Financier Rates are not set up

0.0850

qt

interest_margin_rate

Default Quotes / Finance "Client Margin" rate

0.0000

qt

laps_inclusions_uri

Stores user credentials for a Client specific interface

qt

laps_oauth_credentials

Stores user credentials for a Client specific interface

qt

lct_dealer_discount_flag

Used to determine if the Dealer Discount amount is included (no) or excluded (yes) from the Luxury Car Tax calculation

yes

qt

lct_aftermarket_options_flag

Used to include or exclude the Aftermarket Options from the Luxury Car Tax calculation

yes

qt

lessee_ecm_create_budgets

Used to create monthly Employee Contribution budget values. Refer to the 'ECM' section on the page Quotes/Lease

no

qt

lessee_rate_calculation_basis

Used to calculate the quote's Lessee Rate. This is the rate of interest required to fund the deal. Total Brokerage Included: no, Broker Fee Included: no, Commission Included: no, Establishment Fee Included: no, Originator Fee Included: no

qt

lease_inclusion_plan_flag

Used to add Lease Inclusion Plan in the 'Inclusions' section on the Quotes/Lease tab. Refer to Lease Inclusion Plans for further details

no

qt

lock_lease_rate_flag

If set to 'yes', the Quotes / Finance "Lock Residual Rate" and Quotes / Lease "Lock Lease Rate" fields are both checked automatically when a quote is accepted. If 'no', no changes are made to these fields when accepting a quote

yes

qt

luxury_charge_basis

Refer to Luxury Car Charge for an explanation of the luxury charge. Options: depreciable_amount, financed_amount, or fbt_amount

qt

luxury_charge_depreciation_method

This can be set to "diminishing" or "prime". The default setting is "diminishing". Go to Luxury Car Charge for a worked example of the LCC calculation

diminishing

qt

maclease_login

Used to store a single login and password for the Maclease interface

qt

maclease_partner_user_id_source

Determines the Maclease Partner login credentials to be used in the application. Refer to the MacLease Partner Setup page for further details. Options: 'standard' (default), 'account_manager', 'sales_manager' or 'assigned'

standard

qt

maintenance_service_uplift_rate

You can enter a rate that will be used as a factor to calculate the Maintenance (MAINT) budget. This is only applicable for used vehicles only

0.1000

qt

management_fee

Management fee

30.00

qt

maximum_term

Maximum term (months) allowed for quoting on the Quotes Contract screen

120

qt

new_vehicle_odometer_maximum

Maximum allowable "Odometer" value when Quotes / Vehicle "New or Used" = 'New'. For the logic behind setting a 4,000 default value, see FCAI supplementary submission to the motor vehicles standards act review Section 5.1 Proposed Definition of a New Vehicle for Personal Import

4000

qt

novated_commission_rate

Novated commission rate

0.0000

qt

novated_establishment_fee

Novated establishment fee. Visit Establishment Fee for feature details

0.00

qt

novated_fuel_on_delivery_fee

Novated fuel on delivery fee

0.00

qt

novated_other_brokerage

Novated other brokerage default

0.00

qt

novated_residual_basis_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 ATO residual rates. The appropriate ATO residual rate defaults into the Quotes / Finance "Residual Rate" field when a new novated lease quote is being created. Can be one of: 'on-road-price', 'amount-financed', 'depreciable-amount', 'fbt-value' and 'net-vehicle-cost'

depreciable-amount

qt

novated_residual_projected_value_source

One of: average_wholesale, average_retail, good_wholesale or good_retail. Refer Quotes: Projected Value for further details

blank

qt

nz_reg_ctp_zero_flag

If you are operating in New Zealand, set this to 'yes'. This will populate Quotes / Vehicle "Initial Registration" and Quotes / Lease Registration "Annual CTP" with '0.00' for new quotes. The default value is 'no' for all other clients and the standard method of populating registration values will apply

no

qt

nz_road_user_charge

If you are operating in New Zealand, set this to the value you wish to apply in quotes for an initial cost of Road User Charges (RUC). This will populate Quotes / Vehicle "Purc. Stamp Duty" where the selected vehicle uses diesel fuel and the Delivery State is "NZ"

qt

on_copy_refresh_base_rate_flag

Refresh base_rate from interest_base_rate control on copying a quote

no

qt

packaging_advice_fee

Fee used on quote PDF for information purposes

0.00