Quote Running Costs: Carbon Emissions Report

Fuel, tyres, warranty, EV charging, and other running cost inclusions

Carbon Emissions Report

This report is designed to assist clients who want to report on green accounting standards. The report displays the carbon emissions of a fleet on an annual basis for all vehicles that are active on the date run.

Calculations used in this report come from the 'emissions' derived field library.

This report can be emailed to the clients in a scheduler job. More details are available on the System Reports page.

Calculation Basis

The annualised kms of the vehicle are multiplied by the CO2 Emissions g/km stored in Contracts / Vehicle. This means the report is an estimate report and does not reflect actual fuel consumption/emissions.

The date range for the annualised calculation is the calendar year that the "As at" date falls in. Example: report is run as at 15/02/2008, the annualisation is for 01/01/2008 to 31/12/2008.

Annualised kilometres are calculated by determining the daily kilometres being travelled by the vehicle and extrapolating this over a 12 month period. Refer to the page Estimated Odometer Calculation for kilometre calculations in more details.

Refer to the CO2 Emissions page for scenarios where the Carbon Emissions report displays a '0' value under Co2 emissions for particular vehicles.

Report Filters

As at (Date) — Only contracts commencing on or prior to this date will be included and contracts suspended on or prior to this date will be excluded.

Manager (List) — Select a manager to limit the report selection to the selected Clients / Contact A/C Manager. An Account Manager can use this field run reports for all the clients they manage.

Group (List) — Select a group to limit the report selection to the selected "Client Group".

Client (List Box) — Leave as '--All--' or select the Client or Clients you want to report on. You can select multiple records by holding down the "Ctrl" key and use your mouse to select the items. To select a range of clients, hold down "Ctrl" and "Shift" keys and use either your mouse or arrow keys to select the range.

Contract Type (List Box) — Leave as '--All--' or select the Contract Type or Types you want to report on. You can select multiple records by holding down the "Ctrl" key and use your mouse to select the items you want.

Report Queue (Checkbox) — Unchecked by default. The report will be generated for you on this screen for downloading when complete. Select this checkbox if you want to send the report to the Report Queue screen to be downloaded later. If configured, you will receive an email when the report has been processed and is ready to be downloaded. If the report takes a long time to run and exceeds the allowable time, then the report will be sent to the Report Queue. You will be alerted if this is going to happen.

Cost Centre (List) — The default selection is '--All--' (returns all records). You can also blank '--Blank--' (records have no cost centre), or you can select a specific cost centre. When a "Group" or "Client" is selected, only the cost centres that belong to them are shown.

EV Charging Method

This coded event is only applicable for full electric vehicles, i.e. "Fuel Type" is 'Electric'. The default choice is 'Home Charging'.

Actual Cost — Claim actual costs from external charging stations.

Home Charging — Claim 0.042c per km based on the odometer reading.

Home Charging Percentage — Make claims using both methods. Choose 'Home Charging Percentage' if the vehicle can generate an annual report that provides how much charging was done externally and how much charged at home. Actual costs can be claimed on an ongoing basis. Home charging can be claimed when the driver has determined the percentage of charging that was done at home for the year.

Home Charging

Use the Home Charging screen to enable drivers to submit Home Charging costs as allowed by the ATO.

Visit the Fuel / Charging page for complete details of the screen selection logic applied here.

Visit the EV Charging Method illustrations page for illustrations of how various settings affect the Driver Portal screens.

Last Odometer Reading

The contract's last odometer reading is used to calculate the expected Kms Claimed.

A home charging claim cannot be processed if the last odometer reading cannot be found in the system.

If a vehicle is new, this will be assumed to be 0 if an opening odometer reading is not recorded.

For used vehicles, an opening odometer reading is required when home charging is being entered for the first time.

The last odometer reading is selected from the most recent of the following records:

Contracts / Vehicle "Start Odometer Date" and "Start Odometer"
Contracts / Maintenance 'Fuel / Charging' "Date" and "Odo"
Contracts / Events 'EV Charging Method' "Date" and "Amount"

Note: 'Fuel / Charging' is written for readability. Odometer readings are actually selected where the class's "Quote Profile Table" is 'qtquotefuel'.

Transaction Details

Vehicle (Text) — Displays the contract description.

Transaction Date (Date) — Helper text: Select Transaction Date.

Select Budget (Drop List) — Select the budget the claim belongs to. The Home Charging fields will be displayed if the Budget 'F' - 'Fuel / Charging' is chosen here and the vehicle's most recent EVCHARGE event is recorded as EVHOME.

Select Type (Display) — The choice 'EV Home Charging' will default here. This is the REIMBURSE "Description" that is mapped to the VMRS record 'EVHOME'.

Last Odometer Date (Date) — Displays the last valid Fuel Odometer date for this vehicle where the record is dated before the Transaction Date. This may be the Start Odometer Date, a maintenance Odometer Date or an EVCHARGE event date.

Last Odometer Reading (Number) — Displays the last valid Fuel Odometer reading for this vehicle where the record is dated before the Transaction Date. This may be the Start Odometer, a maintenance Odometer or an Odometer recorded on an EVCHARGE event. See the details in Last Odometer Reading.

Odometer Reading (Number) — Helper text: Enter Odometer Reading.

Kms Claimed (Number) — Once the Odometer Reading is entered, a calculated amount for Claimed Kms is shown (Odometer Reading less Last Odometer Reading). The user can enter a lower number, but not a higher number.

Rate (Number) — Displays the VMRS Code record 'EVHOME' Unit Cost. This is used to calculate the "To Pay" amount.

To Pay (Number) — Displays the claim amount to pay. This is calculated as Kms Travelled x Rate rounded to 2 decimal places. This type of claim does not contain GST.

Continue (Button) — Click to navigate to the Banking Details screen.

Validations and Alerts

An opening odometer reading is missing. Used or demonstrator vehicles must have an opening reading. Contact your provider for assistance. — The user must contact their vehicle provider who should check and add an opening odometer reading.

A valid odometer reading cannot be found, claim cannot be processed. Contact your provider for assistance. — This message is shown if the "Vehicle Type" is 'Used' or 'Demonstrator' and 1. does not have a "Start Odometer" or 2. the "EV Home Charging" event does not have a recorded Odometer reading or 3. there are no existing claim records for "EV Home Charging".

This vehicle has an odometer reading dated on or after the Transaction Date, claim cannot be processed. Contact your provider for assistance. — The vehicle has a stored Odometer Reading for Home Charging that is dated after the Transaction Date entered by the user. A claim with a later date is required.

Home Charging Percentage

The Home Charging Percentage screen enables drivers to submit Home Charging costs as allowed by the ATO when the Home charging percentage can be accurately determined.

Visit the Fuel / Charging page for complete details of the screen selection logic applied here.

Visit the EV Charging Method illustrations page for illustrations of how various settings affect the Driver Portal screens.

Last Odometer Reading

The contract's last odometer reading is used to calculate the expected Kms Claimed.

A home charging percentage claim cannot be processed if the last odometer reading cannot be found in the system.

If a vehicle is new, this will be assumed to be 0 if an opening odometer reading is not recorded.

For used vehicles, an opening odometer reading is required when home charging percentage is being entered for the first time.

The last odometer reading is selected from the most recent of the following records:

Contracts / Vehicle "Start Odometer Date" and "Start Odometer"
Contracts / Maintenance 'Fuel / Charging' "Date" and "Odo"
Contracts / Events 'EV Charging Method' "Date" and "Amount"

Transaction Details

Vehicle (Text) — Displays the contract description.

Transaction Date (Date) — Helper text: Select Transaction Date.

Select Type (Display) — Choose from 'EV Actual Cost' or 'EV Home Charging Percentage'. If 'EV Actual Cost' is chosen, you will remain on the standard screen. If 'EV Home Charging Percentage' is chosen, the screen will update to display these fields.

Home Charging Percentage (Percentage) — Helper text: Enter Home Charging Percentage. This can be entered as 100% if no charging at Charging Stations has been done.

Odometer Reading (Number) — Helper text: Enter Odometer Reading.

Kms Claimed (Number) — Once the "Home Charging Percentage" and "Odometer Reading" have been entered, the expected "Claimed Kms" is calculated and shown. Calculation: (Odometer Reading less Last Odometer Reading) x Home Charging Percentage. The user can enter a lower number, but not a higher number.

Rate (Number) — Displays the VMRS Code record 'EVPCT' Unit Cost. This is used to calculate the "To Pay" amount.

To Pay (Number) — Displays the claim amount to pay. This is calculated as Kms Travelled x Rate rounded to 2 decimal places. This type of claim does not contain GST.

Continue (Button) — Click to navigate to the Banking Details screen.

Validations and Alerts

A valid odometer reading cannot be found, claim cannot be processed. Contact your provider for assistance. — This message is shown if the "Vehicle Type" is 'Used' or 'Demonstrator' and 1. does not have a "Start Odometer" or 2. the latest "EV Charging Method" event does not have a recorded Odometer reading or 3. there are no existing claim records for "EV Home Charging Percentage".

The vehicle's has an odometer reading dated on or after the Transaction Date, claim cannot be processed. Contact your provider for assistance. — The vehicle's Last Odometer Reading is dated after the Transaction Date entered by the user. A claim with a later Transaction Date is required.

Redundancy Insurance

A check box displayed on the Quotes / Contract tab and Quotes / Lease tab allows you to select Redundancy Insurance for the quote.

Redundancy Insurance is a funded amount and is shown in the Broker section of the Quotes / Finance tab.

Your preferred selection can be set using the Contract Types / Details "Quote Redundancy Insurance" check box.

Insurance disclosures validation can be added for including Redundancy Insurance by selecting Contract Types / Details "Validate Redundancy Insurance" check box.

The field label "Redundancy Insurance" can be renamed to display the name of your insurance product.

Access to the "Rate" field can be role restricted.

If you are not using this product, it can be hidden in the quote tabs. Contact your Account Manager for assistance.

Calculation Triggers

The value of redundancy insurance is re-calculated whenever the check box is selected.

De-selecting the check box will remove the amount.

Entering '0' will de-select the check box.

Changing the values of "Effective Date", "Term", "Vehicle On Road" or "Financed Amount" will trigger a re-calculation.

"Delivery State" can also trigger a re-calculation if your insurance calculations are configured to use this variable.

By extension, changing a vehicle's options will affect the "Vehicle On Road" or "Financed Amount", so they will in turn, trigger a re-calculation of redundancy insurance.

A value can be manually entered, or a calculated value can be over-written either by:

entering an amount directly in the Quotes / Finance tab
entering a percentage in the Quotes / Lease tab

Copied quotes do not re-calculate redundancy insurance. You can force a re-calculation by removing and then re-selecting redundancy insurance with the check box.

Redundancy Insurance Lock

Use the lock to hold the redundancy insurance total constant, regardless of other changes you make to the quote.

When the "Total" is locked, you cannot edit the Quotes / Finance "Redundancy Insurance" or the Quotes / Lease "Rate %". They are disabled unless the lock is un-checked.

Changing the vehicle's value will change the displayed "Rate %" displayed, the "Total" will remain constant.

If the lock is not selected, the insurance value will recalculate when a quote change triggers this.

Calculation

Open the Redundancy Insurance spreadsheet to see how the redundancy insurance is calculated in detail. Brief notes are below:

The value used to calculate redundancy is as follows:

If redundancyinsurancebasis is 'on-road-price-gross', then the value is "Vehicle On Road".
If redundancyinsurancebasis AND commissionratebasis are "Amount Financed", the value is "Amount Financed" but excluding both "Commission" and "Redundancy Insurance".
In all other scenarios, the value is "Amount Financed" less "Redundancy Insurance".

The system can deliver either a fixed premium value, or can multiply a factor and add a margin.

If no values are populated in qtredundancyinsurance_rates, the calculation will be triggered but returns a 0 value.

Troubleshooting

Tip: Visit the main Troubleshooting page for a list of all the available problem-solving tips.

Field Name — Update this control if you want a different screen name to appear for the "Redundancy Insurance" field.

Insurance Basis — Choose to have your calculations performed on either the value of "Vehicle On Road" or "Amount Financed".

Insurance Calculation — Use either a 'fixed' or 'multiplier' calculation for deriving the insurance value.

Commission Basis — If set to 'financed-amount', this will affect the Redundancy calculation.

Rates or Margins — Populate with the desired rates or margins for the calculation.

State — If you use "Delivery State" as a variable, populate to link with where required. You do not have to populate for all states. E.g. If only ACT requires a different value, you can hold one record for ACT and another for all other states.

To hide this product, add entries to gbrolerestrictions for each role you want to hide the fields from.

Note: If you do this, remember that prior quotes with this product included can still be copied or edited and if the user is restricted from seeing the product, they will not be aware of its existence.