Contracts

Fleet / Administration / Contracts: Contract

Field Name

Table.Field

Comments

Contract Status

contract_status_id

Contract Sub Status

contract_sub_status_id

If the Contract Status is "Hidden" the Contract Sub Status will automatically be hidden as well

Company

fm_con_company_id

If restriction_type = 'display-only', the field will be read only


Fleet / Administration / Contracts: Vehicle

Field Name

Table.Field

Restriction Type

Comments

Colour

fm_con_colour

display-only

If restriction_type = 'display-only', the field will be read only

Accident Management

fm_con_accident_management_flag

hidden / display-only

If restriction_type = 'hidden', the field name and field will be hidden. If restriction_type = 'display-only', the field will be read only

List Price

fm_con_list_price

display-only

If restriction_type = 'display-only', the field will be read only

On Road Cost

fm_con_on_road_cost

display-only

If restriction_type = 'display-only', the field will be read only

Total Options

fm_con_total_options

display-only

If restriction_type = 'display-only', the field will be read only

View Vehicle Price icon

edit_vehicle_pricing_icon

hidden

If restriction_type = 'hidden', the icon is hidden

View Vehicle Price Screen

Control

Setting

Configuration

Edit button

Hide

Set bit_array = 3

Edit button

Display and enable

Set bit_array = 5

View button configuration:

SELECT * FROM gb_role_restrictions WHERE sub_page = 'vehicle_pricing' AND restriction_type = 'bit_array' 

Fleet / Administration / Contracts: Order

Field Name

Table.Field

Restriction Type

Comments

Contract Status

contract_status_id

Contract Sub Status

contract_sub_status_id

If the Contract Status is "Hidden" the Contract Sub Status will automatically be hidden as well

Order Status

order_status_id

Dealer ETA

fm_con_dealer_eta

hidden

If restriction_type = 'hidden', the field name and field will be hidden

Dealer In Stock

fm_con_dealer_in_stock

hidden

If restriction_type = 'hidden', the field name and field will be hidden

Order Follow Up

fm_con_order_follow_up

hidden

If restriction_type = 'hidden', the field name and field will be hidden

Cash on Delivery

fm_con_cash_on_delivery_flag

display-only / hidden

If restriction_type = 'display-only', the field will be read only. If restriction_type = 'hidden', the field name and field will be hidden


Fleet / Administration / Contracts: Finance

Field Name

Table.Field

Restriction Type

Comments

Facility Type

fm_con_facility_type_id

display-only

If restriction_type = 'display-only', the field will be read only

Small Damage Repairs Collected

fm_con_small_damage_repairs_collected

Status

fm_con_application_status_flag


Fleet / Administration / Contracts: Insurance

Field Name

Table.Field

Comments

Insurer

supplier_code_insurer

Policy Number

fm_con_insurance_policy_no

Policy Due Date

fm_con_insurance_renewal

Start Date

fm_con_insurance_start

Billing Type

fm_con_insurance_billing_type

Billing Frequency

fm_con_insurance_billing_frequency


Fleet / Administration / Contracts: Payments

Name

Module

Page

Sub Page

Type

Field

Restriction Type

Comments

Supplier Ref

fm

contracts

payments

field

fm_cops_supplier_reference

display-only

If recorded, user cannot edit the field

Due Date

fm

contracts

payments

field

pay_now_hyperlink

hidden

If recorded, user cannot click through to the Payments / Periodic tab

Un-Post

fm

contracts

payments

business_rule

unpost

hidden

If recorded, user cannot click on the Un-Post button when the posted record has been exported


Fleet / Administration / Contracts: Lease

Control

Setting

Configuration

Finalise button

Show

Remove the bit_array entry for the role

Finalise button

Hide

Set bit_array = 71

View button configuration:

SELECT * FROM gb_role_restrictions WHERE module = 'fm' AND page = 'contracts' AND sub_page = 'lease' AND type = 'bottom_controls_map' ORDER BY role_id; 

Fleet / Administration / Contracts: Terminate

Field Name

Table.Field

Restriction Type

Comments

Contract Status

contract_status_id

Contract Sub Status

contract_sub_status_id

If the Contract Status is "Hidden" the Contract Sub Status will automatically be hidden as well

Due Off Status

due_off_status_id

Sale Method

fm_con_sale_method_id

display-only / hidden

If restriction_type = 'display-only', the field will be displayed but is not editable. If restriction_type = 'hidden', the field name and field will be hidden


Fleet / Administration / Contracts: Events

Field Name

Table.Field

Restriction Type

Comments

User

fm_con_e_user_id

display-only

If restriction_type = 'display-only', the field will be displayed but is not editable


Fleet / Administration / Contracts: FBT

Field Name

Table.Field

Restriction Type

Comments

ECM Flag

fm_con_ecm_flag

display-only

If restriction_type = 'display-only', the field will be displayed but is not editable

Employee Level

fm_con_employee_level

display-only

If restriction_type = 'display-only', the field will be displayed but is not editable

Benefit Type

fm_con_fbt_benefit_type

display-only

If restriction_type = 'display-only', the field will be displayed but is not editable

Business Usage

fm_con_fbt_business_use

display-only

If restriction_type = 'display-only', the field will be displayed but is not editable

FBT Email

fm_con_fbt_email_flag

display-only / hidden

If restriction_type = 'display-only', the field will be displayed but is not editable. If restriction_type = 'hidden', the field name and field will be hidden

FBT Liability End Date

fm_con_fbt_liability_end_date

display-only

If restriction_type = 'display-only', the field will be displayed but is not editable

FBT Reduced Value / Date

fm_con_fbt_reduced_value

display-only

If restriction_type = 'display-only', the field will be displayed but is not editable

Statutory Rate Date

fm_con_fbt_statutory_rate_date

display-only

If restriction_type = 'display-only', the field will be displayed but is not editable

Log Book Date

fm_con_log_book_date

display-only

If restriction_type = 'display-only', the field will be displayed but is not editable

3rd Party Lease

fm_con_third_party

display-only

If restriction_type = 'display-only', the field will be displayed but is not editable

3rd Party Lease Id

fm_con_third_party_lease_id

display-only

If restriction_type = 'display-only', the field will be displayed but is not editable

FBT Screen Edit Button

Control

Setting

Configuration

Edit button

Hide

Set bit_array = 3

Edit button

Display and enable

Set bit_array = 5

View button configuration:

SELECT * FROM gb_role_restrictions WHERE sub_page = 'fbt' AND restriction_type = 'bit_array' 

Fleet / Administration / Contracts: Claim

Configuration

Module

Page

Sub Page

Type

Restriction

Restriction Type

Comments

Override Funds Check

fm

contracts

claim

business_rule

override_claim_funds_check

display_only

Add the restriction to prevent an override the Funds Check alert to post a claim. Set to display_only. Roles without entries can post failed claims. An entry is required if you want to prevent the user from overriding the Funds Check alert message


Drivers

Fleet / Administration / Drivers: Contact

Column One

Field Name

Module

Page

Sub Page

Type

Field

Restriction Type

Comments

Surname

fm

drivers

contact

field

fm_dri_surname

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Given Name

fm

drivers

contact

field

fm_dri_given_name

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Employer

fm

drivers

contact

field

fm_dri_client_id

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Work Phone

fm

drivers

contact

field

fm_dri_work_phone

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Mobile

fm

drivers

contact

field

fm_dri_mobile

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Employee Number

fm

drivers

contact

field

fm_dri_employee_no

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Driver License

fm

drivers

contact

field

fm_dri_driver_licence

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Driver License State

fm

drivers

contact

field

fm_dri_driver_licence_state

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Email

fm

drivers

contact

field

fm_dri_home_email

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Pay Cycle

fm

drivers

contact

field

fm_dri_pay_cycle_id

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Column Two

Field Name

Module

Page

Sub Page

Type

Field

Restriction Type

Comments

Postal Address 1

fm

drivers

contact

field

gb_add_post_address1

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Postal Address 2

fm

drivers

contact

field

gb_add_post_address2

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Postal Area

fm

drivers

contact

field

gb_add_post_area

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Postal State

fm

drivers

contact

field

gb_add_post_state

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Postal Postcode

fm

drivers

contact

field

gb_add_post_postcode

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Column Three

Field Name

Module

Page

Sub Page

Type

Field

Restriction Type

Comments

Home Address 1

fm

drivers

contact

field

gb_add_home_address1

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Home Address 2

fm

drivers

contact

field

gb_add_home_address2

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Home Area

fm

drivers

contact

field

gb_add_home_area

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Home State

fm

drivers

contact

field

gb_add_home_state

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Home Postcode

fm

drivers

contact

field

gb_add_home_postcode

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Home Phone

fm

drivers

contact

field

gb_add_home_phone

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Date of Birth

fm

drivers

contact

field

fm_dri_date_of_birth

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Salary

fm

drivers

contact

field

fm_dri_annual_salary

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

Login

fm

drivers

contact

field

login_access_flag

display_only

If restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction

2FA

fm

drivers

contact

field

2fa_enrollment_flag

display-only

If restriction_type = 'display-only', the field name and field will be read only. You can also add Conditions to this restriction


Fleet / Administration / Drivers: Finances

Assets

Field Name

Module

Page

Sub Page

Type

Field

Restriction Type

Comments

Bank Cash Accounts

fm

drivers

finances

field

fm_dri_asset_bank_accounts, fm_dri_asset_bank_accounts_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Furniture

fm

drivers

finances

field

fm_dri_asset_furniture, fm_dri_asset_furniture_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Investment Properties

fm

drivers

finances

field

fm_dri_asset_investment_properties, fm_dri_asset_investment_properties_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Motor Vehicles

fm

drivers

finances

field

fm_dri_asset_motor_vehicle, fm_dri_asset_motor_vehicle_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Other Investments

fm

drivers

finances

field

fm_dri_asset_other_investments, fm_dri_asset_other_investments_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Resident Property

fm

drivers

finances

field

fm_dri_asset_resident_property, fm_dri_asset_resident_property_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Shares

fm

drivers

finances

field

fm_dri_asset_shares, fm_dri_asset_shares_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Superannuation

fm

drivers

finances

field

fm_dri_asset_super, fm_dri_asset_super_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Liabilities

Field Name

Module

Page

Sub Page

Type

Field

Restriction Type

Comments

Overdraft

fm

drivers

finances

field

fm_dri_liability_overdraft, fm_dri_liability_overdraft_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Mortgages

fm

drivers

finances

field

fm_dri_liability_mortgages, fm_dri_liability_mortgages_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Investment Mortgages

fm

drivers

finances

field

fm_dri_liability_investment_mortgages, fm_dri_liability_investment_mortgages_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Loans

fm

drivers

finances

field

fm_dri_liability_loans, fm_dri_liability_loans_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Rent

fm

drivers

finances

field

fm_dri_liability_rent, fm_dri_liability_rent_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Credit Card Limit

fm

drivers

finances

field

fm_dri_liability_credit_card_limit, fm_dri_liability_credit_card_limit_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction

Other

fm

drivers

finances

field

fm_dri_liability_other, fm_dri_liability_other_description

display_only

If restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction