Quotes

Quotes System Fields

System fields can be given alternative names. Complete field list available at Field Names (some configured via Global Controls).

Fleet / Administration / Quotes / Contract

Competitor Section

Screen Name	Section	Module	Page	Sub Page	Field
Competitor	Contract	qt	quotes	contract	competitor_id
Lost by	Contract	qt	quotes	contract	competitor_margin_id

Contract Section

Screen Name	Section	Module	Page	Sub Page	Field
Delivery State	Contract	qt	quotes	contract	state

Client Details Section

Screen Name	Section	Module	Page	Sub Page	Field
A/C Manager	Client Details	qt	quotes	contract	user_id_client_manager

Driver Details Section

Screen Name	Section	Module	Page	Sub Page	Field
Gap Insurance	Inclusions	qt	quotes	contract	gap_insurance
Licence	Driver Details	qt	quotes	contract	licence
Past Claims	Driver Details	qt	quotes	contract	insurance_loading_type_id_past_claims
Restriction	Driver Details	qt	quotes	contract	insurance_loading_type_id_driver_restriction
Advice Fee	Driver Details	[gb_controls]	quote_contract_packaging_advice_fee_label
Package Admin Fee	Driver Details	qt	quotes	contract	package_admin_fee
Employer FBT Type	Driver Details	[gb_controls]	quote_contract_employer_fbt_type_label
HELP Debt	Driver Details	qt	quotes	contract	ato_loan_flag
Previous FBT Value	Driver Details	qt	quotes	contract	previous_fbt_value
Assigned	Driver Details	qt	quotes	contract	user_id_assigned

Fleet / Administration / Quotes / Vehicle

Screen Name	Section	Module	Page	Sub Page	Field
Disposal	Right Column
Confidential Rebate	Right Column	qt	quotes	vehicle	rebate
Dealer Rebate	Right Column	qt	quotes	vehicle	dealer_rebate
Margin	Right Column	qt	quotes	vehicle	margin
Initial CTP	Right Column	qt	quotes	vehicle	initial_ctp
Purc. Stamp Duty	Right Column	qt	quotes	vehicle	purchase_stamp_duty
Date First Held	Right Column	qt	quotes	vehicle	date_first_held

Fleet / Administration / Quotes / Finance

Financier Section

Screen Name	Section	Module	Page	Sub Page	Field
Trade in Registration	Financier
Trade in Description	Financier
Fuel On Delivery	Financier	qt	quotes	finance	fuel_on_delivery_fee

Broker Section

Screen Name	Section	Module	Page	Sub Page	Field
Commission Rate/Fee	Broker	qt	quotes	finance	commission_rate
Other Brokerage	Broker	qt	quotes	finance	other_brokerage
Gap Insurance	Broker	qt	quotes	finance	gap_insurance
Redundancy Insurance	Broker
Walkaway	Broker	qt	quotes	finance	walkaway
Tyre and Rim Insurance	Broker
Loan Termination Insurance	Broker	qt	quotes	finance	lti
Total Inclusion Plans	Broker	qt	quotes	finance	total_inclusion_plans
Early Termination Fee	Broker

Novated Residual Section

Screen Name	Section	Module	Page	Sub Page	Field
Projected Value	Novated Residual	qt	quotes	finance	projected_value

Fleet / Administration / Quotes / Lease

Profiles Section

Screen Name	Section	Module	Page	Sub Page	Field
Annual Registration	Profiles	qt	quotes	lease	annual_registration

Inclusions Section

Screen Name	Section	Module	Page	Sub Page	Field
Redundancy Insurance	Inclusions
Tyre and Rim Insurance	Inclusions

Fleet / Administration / Quotes / Other

Note: This section incomplete in source documentation.

Notes

Some field names configured via Global Controls (marked with [gb_controls])
Module/Page/Sub Page identifiers identify system location for field
Alternative names can be configured for display purposes
Refer to Field Names documentation for complete list of available fields with Global Control configurations