Quote Defaults

The Quote Defaults screen contains fields used specifically in the quotation process:

Header Actions

Column One

Luxury Charge Applied

• (Check Box) — If configured, you can use the "Luxury Charge Applied" check box to remove the Luxury Car Charge from your quote PDF. This requires client-specific development. You can remove the calculated charge by setting Quotes / Finance "Luxury Car Charge" to 0.

Luxury Charge Event

• (Check Box) — When checked, a quote cannot be accepted until a Quotes / Events Luxury Charge Event has been created when the quote contains a "Luxury Car Charge" amount.

ITC Passed On

• (Check Box) — Contact Catch-e support if you would like this feature set-up.

ITC Passed On Rate (%)

• Contact Catch-e support if you would like this feature set-up.

Return ITC via Payroll

• (Check Box) — Used to indicate on the quote the method.

ECM Flag

• (Check Box) — If checked, new quotes will default Quotes / Contract "Use ECM?" field to checked.

GST on ECM

• (Check Box) — Contact your Account Manager for setup.

Medicare Levy Flag

• (Check Box) — Include Medicare in PAYG calculations.

Print Finance

• (Check Box) — Print finance-related fields on quote.

Gross Up Rate

• (Num)

Fixed Statutory Rate (%)

• Used if employer packages at a fixed rate regardless of kms.

Pay Cycle

• (Drop List) — Default pay cycle for quotes. Read-only under certain contract conditions.

Payroll Date

• (Date) — Used for Start Periodic calculation.

Pay Cycle 2

• (Drop List)

Payroll Date 2

• (Date)

Payroll Cycle 3

• (Drop List)

Payroll Date 3

• (Date)

Payroll Cut Off Days

• (Number) — Used in Start Periodic calculation.

Packaging Fees Per Year

• (Num) — Inactive legacy field.

Packaging Advice Fee

• (Num) — Defaults quote advice fee.

Package Admin Fee

• (Number)

Salary Type

• (List) — Determines superannuation calculation.

Fixed Super Rate (%)

• Used for fixed super or employee super defaulting.

Cost Centres Mandatory

• (Check Box) — Requires cost centre selection in quotes.

Allow Operating FBT Type

• (Check Box) — Restricts FBT types available in quoting.

Column Two

Document Fee

• (Num) — Optional monthly fee (IFEE).

Fuel Fee

• (Num) — Optional fuel budget fee.

Novated Management Fee

• (Num) — Default management fee for novated contracts.

Lease Replacement Fee

• (Num)

Establishment Fee

• (Num)

Maintenance Uplift Rate (%)

• (Num)

REVS Fee

• (Num)

Wear & Tear Allowance

• (Num)

Free Km Buffer

• (Num)

Quote Client Note

• (Text) — Copied into quote PDF comments.

Quote Internal Note

• (Text) — Internal-only notes shown in quote workflow.

Lease Inclusions

Inclusion Name

• (Text) — Displays lease inclusion plans.

Excluded

• (Check Box) — Excludes inclusion from quotes (pink highlight).

Column Three

Use Group

• (Check Box) — Uses group ABN/contact details.

Relief Vehicle

• (Check Box)

Financier

• (Lookup) — Default financier logic based on hierarchy.

Advance/Arrears

• (Drop List) — Determines billing timing logic.

Lessee Rate Include VMP

• (Check Box)

Agreed Lessee Rate (%)

• (Num)

Policy Owner

• (List)

Insurer

• (List)

RV Margin Rate (%)

• Passenger vehicles adjustment.

RV Margin Rate LC (%)

• Light commercial vehicles adjustment.

Excess KM Rate

• (Number)

Management Fee

• (Num)

Maintenance Program Fee

• (Num)

Novated Commission Rate (%)

• (Num)

Purchase Duty Exempt?

• (Check Box)

Reg CTP Type

• (List)

Delivery Fee Funded?

• (Check Box)

Fuel on Delivery Funded?

• (Check Box)

Allow Quoting

• (Check Box) — Enables or disables quoting.

Extended Configuration Table

Legend

Validations and Alerts

Edit

• Table {tablename} already locked by user: {userlogin} — wait until unlocked.

Field Entry

• Pay cycle already in use — each pay cycle must be unique.

Save

• Payroll Date cannot be blank for '{paycyclecode}' Pay Cycle.

• Payroll Date cannot be 15th for Bi-Monthly or Twice Monthly cycles.