Global Controls: Quotes (QT) — Part 2

| qt | paygtaxcalcsflag | Setting to 'yes' uses the ATO payg coefficients scale for PAYG calculations. This method is one used by the ATO and rounds up PAYG calculations to the nearest dollar. Setting to 'no' defaults to the existing calculations that provide an "absolute" number including cents. The function of rounding up to the nearest dollar is considered the more appropriate method as it matches with ATO practice. This control is specific to the 'new' quote library used for html based quote templates, and when set to 'yes' will have an affect on all values dependent in some way on the tax. Visit the Quote Template page for more details. | no || qt | postingclasscodeallownegative | List of postingclasscodes that are allowed to have a negative budget value (net and/or gst) | a:1:{i:0;s:4:"ECMC";} || qt | procurementfee | If Quotes / Vehicle "Procurement" is checked, the value stored here defaults into the procurement fee field. Visit the Procurement page for full details of this feature and set-up notes. | 0.00 |
| qt | procurementfeeallowzeroflag | If 'yes', the Quotes / Vehicle "Procurement" checkbox can be checked and the amount field can be 0. | no |
| qt | psdaftermarketoptionsflag | Used to include or exclude the Aftermarket Options from the Purchase Stamp Duty calculation. | yes || qt | qtclientdefaultspolicyownertypedefault | Set the type of Policy Owner you want to initially populate the Clients/Quote Defaults screen. This can be "driver", "client" or (if set-up), "insurerinternal". | s:6:"driver"; |
| qt | qtquotesstatusflagdefault | The status recorded here is the one that will default into the Quotes / Contract "Quote Status" field when you create or copy a quote. Make sure the status you use here has an '--Active--' status, otherwise it will not display in the Quotes / Search default dataset. | requested |
| qt | quotedurationdays | This control stores the default value that populates into the Quotes / Contract "Valid for" field. | 30 |
| qt | quoteeffectivedateexpirydays | Use the number stored in the control to check that the “Effective Date” of the quote is equal to or greater than today – 'control days'. Visit Quotes/Contract for more details. | 90 |
| qt | quoteleaseregctpuseddemocalcflag | When Global Control quoteleaseregctpuseddemocalcflag is set to 'yes' If Initial CTP/Registration > 0 the Initial CTP/Registraion values will be used for the respective Annual CTP/Registration values. If Initial CTP/Registration = 0.00, the same calculations that would populate Initial CTP/Registration when New or Used = 'New', will populate Annual CTP/Registration values. When Global Control quoteleaseregctpuseddemocalcflag is set to 'no', “Annual CTP” and “Annual Registration” values will be set to $0.00. | yes || qt | quoteoptionalequipmentgstcalcflag | When this is set to ‘yes’ the Optional Equipment "Total GST" field is calculated by summing the Optional Equipment "List Price" fields where the "GST" amount is not zero and multiplying the result by the gst rate. If set to 'no' the current calculation is performed (Optional Equipment "GST" fields are summed). | s:2:"no"; |
| qt | quotevehicleregctpuseddemocalcflag | When Global Control quotevehicleregctpuseddemocalcflag is set to 'no', "Initial CTP" and "Initial Registration" are not calculated automatically. Both of these fields can be overwritten. | no |
| qt | quotewalkawaylabel | Used to relabel the Walkaway field on the Quotes/Finance and Quotes/Lease tabs upon request | s:8:"Walkaway"; |
| qt | quotesdatasourceoverride | Use this field to change the update rules when a quote is accepted. If this control is populated with 'glass', the Contracts / Vehicle field "NVIC Code" will populate with the selected instead of the field "Red Book Code" | glass || qt | quotessearchresultslimit | The quotes shown on the Quotes / Search screen are limited to 1000 records by default to optimise page loading. You can change the limit in this control or remove the limit entirely. To remove the limit set the value as blank or as '0'. Users can update their limit in the Pagebar. The default limit is applied again next time a user navigates into the Quotes module. | 1000 |
| qt | quotesvehicleoptionalequipmentorderby | The display order for Options is customisable. The default sort order is Supplier ID, Option Type, Dealer Fit, Description typically resulting in the following sort order Factory, Dealer then Aftermarket Options. Any selected Options will continue to be displayed at the top of the list. The GB Control value field must be constructed correctly and begin with 'ORDER BY ' followed by any field from any of the following tables along with their table alias (see example). Table List: qtvariantoptionalequipment AS t1, qtoptionalequipment AS t2, qtoptionalequipmentpacks AS t3, qtquoteoptionalequipment AS t4, fmsuppliers AS t6 For further information please read Quotes/Options Set-Up Notes | s:0:""; || qt | quotesvehiclereportformatdefault | Choose the default output you want to show on in the Quotes / Vehicle tab. This can be set to 'Office(xlsx)', 'ExcelXml', 'Email-send' or 'Text(CSV)' | Office(xlsx) || qt | quotesvehiclereportattachmentformat | Choose the default file extension to use when attaching this file to 'Dealer Quote Request' emails. A 'dealerquoterequest' form must be set-up in your system with the same format as chosen here. Set the format to one of the following: 'ExcelXml', 'Office(xlsx)' or 'PDF'. | || Global Control | Required Template | Output Format | || ExcelXml | dealerquoterequest.xml | xls | || Office(xlsx) | dealerquoterequest.xlsx | xlsx | || PDF | dealerquoterequest.xlsx | PDF | || Office(xlsx) | | | || qt | reducedsuperflag | When this flag is set to 'yes' the "Reduced Super" checkbox in the Quotes / Contract screen will be enabled. | s:2:"no"; || qt | redundancyinsurancebasis | On Road Price or Financed Amount threshold basis. Visit Redundancy Insurance for full details of the feature. | s:19:"on-road-price-gross"; or s:15:"financed-amount"; Note the threshold when using financed amount uses the final financed amount excluding redundancy insurance itself. || qt | redundancyinsurancecalculationmethod | Use either a 'fixed' or 'multiplier' calculation for deriving the insurance value. Visit Redundancy Insurance for full details of the feature. | "fixed" or "multiplier". |
| qt | residualathighkmrate | Residual at high km rate | 0.01 |
| qt | residualpercentagebasis | Use this control to change the basis used for the Residual percentage calculations. These can be onroadprice or listpricegross | listpricegross |
| qt | roadsideassistanceplancode | Add a plan code here if you want to have a default populate into the Quotes / Lease Roadside Assistance profile. | || qt | salesforcelogin | Enter the required "Username" and "Password" details that are required to use Salesforce. | |
| Username | encrypted | | |
| Password | encrypted | | |
| clientid | encrypted. Mandatory for WSDL v65 & greater. | | |
| clientsecret | encrypted. Mandatory for WSDL v65 & greater. | | |
| qt | salesforceloginapex | Enter the required "Host", "Client Id" and "Client Secret" details that are required to use Salesforce Apex | |
| Host | encrypted | | |
| Client Id | encrypted | | |
| Client Secret | encrypted | | |
| qt | serviceandmaintenanceincludevmpflag | This can be used to add the Vehicle Maintenance program cost from the Quote Lease Vehicle Maintenance Program (VMP) budget to the Maintenance cost on a quote PDF from the effective date onwards. Contact Catch-e id you wish to use this. | || qt | smalldamagerepairstype | This is used to switch between Small Damage Repairs being 'financed' or 'budgeted' | For Financed use 'financed' otherwise use 'userdefined' || qt | stgeorgeaddresssourceoperating | Used to populate street address (sequence # 1) for Operating/Finance Lease application for company. • gbcompanies = Lookup details from gbcompanies where ‘default flag’ = ‘yes’ Following fields in gbcompanies need to be populated address1, address2 (optional), city, state, postcode, phone, emailfinance • fmclients = Lookup from fmclients | 's:12:"gbcompanies";' OR 's:10:"fmclients";' || qt | stgeorgeleaseinclusionbrokerageflag | Other Lease Inclusion is mapped to the "Other Brokerage" field in Sovereign (NBI2 only). To re-map this to "Other Insurance" switch the ) to "no". | no |
| qt | stgeorgelogin | St George HTTP Basic Authentication credentials. | Fields ‘host' , 'user' and 'password' must be populated. Values are encrypted, contact Catch-E for set up |
| qt | stgeorgenbi2wssesecuritylogin | St George Authentication credentials. | Fields ‘host' , 'user' and 'password' must be populated. Values are encrypted, contact Catch-e for set up. || qt | stgeorgenbi2rundate | System Run date in Sovereign System. Used as effective date in St George Finance application for data items that don't have an associated effective date in Catch-e e.g Phone or Fax no | In Live = blank ("") for Today's date In Test a Mysql date e.g '2009-02-16' || qt | stgeorgenbi2applicationid | A system requirement for NBI2 interface | s:6:"V5-001"; || qt | stgeorgenbi2clientappcode | A unique introducer code for NBI2 interface external-system-reference fields. St George will advise Catch-e the respective code. This code is pre-pended to the "external-system-reference" parameter in the XML and it forms part of a unique identifier. | s:2:"XX"; |
| qt | stgeorgenbi2useridsource | Determines the St George login credentials to be used in the application. Refer St George NBI2 Setup for further details. | standard, accountmanager, salesmanager or assigned || qt | stgeorgepostaladdresssourceoperating | Used to populate Postal address (sequence # 2) for Operating/Finance Lease application for company. • gbcompanies = Lookup details from gbcompanies where ‘default flag’ = ‘yes’ Following fields in gbcompanies need to be populated postaladdress1, postaladdress2 (optional), postalcity, postalstate, postalpostcode • fmclients = Lookup from fmclients | 's:12:"gbcompanies";' OR 's:10:"fmclients";' |
| qt | stgeorgepostaladdresssourcenovated | Used to populate Postal address (sequence # 2) for Finance lease application for individual. Note that street address (sequence # 1) is always driver’s residential address. • gbcompanies = Lookup details from gbcompanies where ‘default flag’ = ‘yes’ Following fields in gbcompanies need to be populated companyname, postaladdress1, postaladdress2 (optional), postalcity, postalstate, postalpostcode • fmclients = Lookup from fmclients • fmdrivers = Lookup from fmdrivers | 's:12:"gbcompanies";' OR 's:10:"fmclients";' OR 's:10:"fmdrivers";' || qt | stgeorgerundate | System Run date in Sovereign System. Used as effective date in St George Finance application for data items that don't have an associated effective date in Ctach-E e.g Phone or Fax no | In Live = blank ("") for Today's date In Test a Mysql date e.g s:10:"2009-02-16"; |
| qt | totalleasegstcalcclass | Default to 'MFEE' to allocate any amount where SUM(qtbudgets.amountgst) is not 10% of SUM(qtbudgets.amountnet) to the Management Fee Budget when quoting on the Quotes / Lease Tab. This can be changed to allocate against any other active budget under the Contract Type. Refer to the workflow diagram to better understand the behaviour this control. | s:4:"MFEE"; |
| qt | totalleasegstcalcflag | Default to 'no', whereby when gbcontrol.totalleaseperpaycyclegstcalcflag is set to 'yes' it will override this control. When set to 'yes' it is advisable to set the gbcontrol.totalleaseperpaycyclegstcalcflag to 'no'. When this control is set to 'yes' it works concurrently with the gbcontrol.totalleasegstcalcclass. Additionally when set to 'yes' the Quotes / Lease Tab total GST amount will be 10% of the total Net amount. Refer to the workflow diagram to better understand the behaviour this control. | no || qt | totalleaseperpaycyclegstcalcflag | Default to 'yes' where totalleaseperpaycyclegst is calculated from SUM(qtquotebudgets.amountnet). This makes Total GST exact 10% of Total NET. If set to No, totalleaseperpaycyclegst is calculated from SUM(qtquotebudgets.amountgst). This is used in developing quote templates It is recommended when using this control with html based quote templates that the control be set to s:2:"no"; in order to avoid a mismatch between totalleasemonthlygst and totalleaseperpaycyclegst where the pay cycle is also monthly and these two placeholders are used in the quote template. Refer to the workflow diagram to better understand the affect this control has on quoting. | yes |
| qt | transferfee | | || qt | tyreriminsurance | The values stored in this control are net of GST premiums and margins per threshold. If there are any qttyreriminsuranceplans available, this control is ignored. | a:2:{s:5:"basis";s:13:"onroadprice";s:5:"rates";a:1:{i:0;a:3:{s:9:"threshold";s:1:"0";s:6:"amount";s:4:"0.00";s:6:"margin";s:4:"0.00";}}} || qt | validationtoleranceforfbtvalueyearly | When copying a Quote modified by patchQuote API using either Copy button in UI or by copyQuote web service, there may be a 0.01 cent rounding difference in the calculation. Set this control value to 0.01 to allow a 0.01 cent tolerance for when copying a Quote. | 0.00 |
| qt | vehicleviewerallowselectflag | Allow selection of other vehicles | yes |