Suppliers Events

Supplier Events are intended to record transactions relevant at the supplier level.

Events can be viewed across all Suppliers at Events / Suppliers.

Event screens exist for Clients, Quotes, Contracts, Drivers, Employees and Suppliers.

Workflow

New events are started by clicking on the New button. Click on Create to save the event.

Use the checkbox to select an event to Edit or Delete.

Use the checkbox to select an event to Attach a document to. Attached documents can be downloaded for viewing by clicking on the paperclip icon.

Every event can be managed by flagging the required action, setting a due date to be completed by and also giving you the flexibility to mark the event as completed or incomplete. Incomplete tasks are summarised in the KPI Home screen.

Filter

Filter	Type	Description
Type	List	You can use the "Type" filter in two ways: This filter defaults to show '--All--'. Select a particular type and the screen will refresh to display only those records. Select the type of event you want to create a record for and then click on New to complete the entry. The list is sorted in name order
Audit History	Icon	Use the checkbox to select a particular event record and click on the audit history icon to view its audit history

Rows

Field	Type	Description
Checkbox	Checkbox	Select an event to enable Edit, Delete and Attach. View the audit history of the selected record by clicking on the audit history icon
Code	List	List of event type codes. The list is ordered by supplier_event_code_id
Type	List	Display or select the event type
Date	Date	Displays the event date. On creation, this will auto-populate with the system date
Value	Text	Enter a value
Description	Text	Enter a description
Action	List	Select the required action for this event. These can be configured
Due Date	Date	Enter a due date if you are following up on this event
Completed	Check Box	This will be checked on by default. If the event requires attention by a due date, uncheck the box for it to be available for follow up
Attachment	Icon	Displays a paperclip if the event has an attached file
User	List	Select or displays the "User Login" of the assigned user. When creating or editing an event, you can change the user. This can be useful if you are using the Events Chart to manage events
Last Edit	Display	Shows the last edit time

Sample Events

Below is a list of possible supplier events you can use, but not limited to.

Class Code	Description	Comments
PR	Pricing Review	You can store pricing review information
MT	Meeting	Make a note of a meeting date and attach the minutes document later

Outputs

PDF and CSV reporting is available on this screen.

Button	Description
View	Print a PDF or Text(CSV) file of the events
Edit	Select an event and click to edit
Delete	Select a record and click to delete. You will be alerted before the record is deleted
Attach	Click to attach related files to the event. The attached file(s) can then be opened at any stage by selecting the record's paperclip icon
New	Click to create a new event

Edit

Button	Description
Save	When you have finished adding an event, click to save
Save	When you have finished editing the event, click to save
Cancel	Cancel if you do not want to save your current edits

Set-up Notes

Contact Catch-e support if you would like to set-up additional supplier events.

Event descriptions are stored in the table fm_supplier_event_codes.

Suppliers Financier

If a supplier is set to type 'Financier' the Financier screen is available to edit and update financier details which are used in the quote module.

Go to the Financier page for a complete Financier set-up list.

Filters and Buttons

Filter	Type	Description
Supplier Code	Text	Enter or lookup the supplier code you want to see
View	Button	Click to create a new record. Suppliers / Account "Status" defaults to 'Active'

Field Descriptions

Field	Type	Description
Residual Insurer	Text	Supplier code for the residual insurer, if applicable
Residual Fee Rate	%	If a residual fee is applicable this rate applies
Residual Cash Pool Rate	%	As above
Establishment Fee Funded	Check Box	If set to 'yes' the Establishment Fee on the Quote Finance screen is displayed but not included in the total brokerage amount for funding
Finance Method	List	The finance method can be set to "future-value" or "arrears-nodeferred". The "arrears-nodeferred" caters for the scenario where the financier calculates an "arrears" calculation using the Excel "advance" method but adds the first month's interest to the amount financed. The method is not used where periods deferred are used. Macquarie use the "future-value" method and St George use the "arrears-nodeferred" method
Periods Deferred	Text	Enter a default value for the Quotes / Finance "Months Deferred" field. This will be used when the quote is for a Novated contract
Payments Arrears Interest	Check Box	If you are using the Contracts / Payment type Principal and Interest, the calculation will add an extra row containing arrears interest if the Supplier / Financier field "Payments Arrears Interest" is ON and the Contracts / Finance field "Advance/Arrears" is set to 'Arrears'
External Code	Text	TBA

Payout

Field	Type	Description
Discount Margin	%	Used to calculate the payout for a contract
Residual Value as Future Value	Check Box	Used to calculate the payout for a contract
Additional Monthly Rental	Number	Used to calculate the payout for a contract
GST on Payout	Check Box	Check this on if you want to calculate and store a GST amount on a payout when there is a value for "Price to Purchase", "Early Termination Fee" or "Total Loss"
Financier Value Mandatory	Check Box	Check this on if you do not want a contract's payout status to update to 'Accepted' if the "Financier Value" is missing
Email	Text	Enter the email address to send payout notifications to. This will only work if the parameter "Payout Notification Requested CC Financier" = 'yes'

Action Buttons

Button	Description
View	Click to view the selected record
Edit	Click to edit the selected record
Save	When you have finished editing the record, click to save
Cancel	Cancel if you do not want to save your current edits

Suppliers Franchise Details

The Franchise Details screen contains the detailed information particular to the Franchise. Data sections are: Franchise (address, contact and rates/discounts etc. Note the 'Name' field links to the table qt_makes - vehicle make types), Consumable Cost (Per Litre), Other Fees & Charges, Maintenance & Service Options, Trading Hours, and Comments.

Column One

Field	Type	Description
Franchise Type	List	Select either 'Vehicle', or 'Point of Sale' (to record the ID of a point of sale device such as a smart card reader)
Name	List	Lists all active Manufacturers
Outlet Name	Text (70)	Enter a descriptive name for this franchise. This field is compulsory

Address

Field	Type	Description
Preference	List	Select your preference for this franchise from the list, the default selection for new records is 'Approved'. This field is used on the Approvals / Approval tab when an approval is raised for this franchise. If 'Do Not Use' is chosen, you will not be able to raise an approval. If 'History Only' is selected, only 'History Only' approvals can be raised. All other selections will permit approval records to be raised
Job Type	List	Select a default job type for this franchise for use on the Franchise Portal screens. The list box is linked to the table fm_approvals_job_types. Contact Catch-e support to update this list
Fleet Labour Rate	Num	When a new Franchise (Vehicles) record is created, the Fleet Labour Rate will be inherited from the parent Supplier field of the same name. Alternatively you can enter the applicable hourly rate manually. Updating this value will automatically check the "Non-Standard Labour Rates" flag. This field name can be relabelled
Retail Labour Rate	Num	When a new Franchise (Vehicles) record is created, the Retail Labour Rate will be inherited from the parent Supplier field of the same name. Alternatively you can enter the applicable hourly rate manually. Updating this value will automatically check the "Non-Standard Labour Rates" flag. This rate is used on an Approval for Labour (LAB) rows and in the Franchise Portal
Retail Labour Discount	Num	This (read-only) discount rate is only calculated if both Fleet Labour Rate and Retail Labour Rate are populated. This discount rate is used on an Approval for Labour (LAB) rows and in the Franchise Portal
Non-Standard Labour Rates	Check Box	If "Fleet Labour Rate" and "Retail Labour Rate" are equal to the Supplier Account fields of the same name this check box will be unchecked. It is automatically checked when either "Fleet Labour Rate" or "Retail Labour Rate" are entered and they are not equal to the Supplier Account fields. To revert back to Supplier's rates uncheck the check box
Prompt Pay Discount	Num	Enter the applicable discount
Parts Discount	Num	Enter the applicable discount
Sublet Markup	Num	Enter the sublet markup
Agreement Date	Date	Enter the agreement date
Review Date	Date	Enter the review date
Status	List	Only 'Active' Franchise records can be selected when creating an Approval

Column Three

Field	Type	Description
Maintenance / Repair	Check Box	Used as an identifier of whether or not the supplier provides the service. This field name can be changed
Road Worthy	Check Box	Used as an identifier of whether or not the supplier provides the service. This field can also be restricted by role
Road Worthy (State Transfer)	Check Box	Used as an identifier of whether or not the supplier provides the service. This field can also be restricted by role
Tyres	Check Box	Used as an identifier of whether or not the supplier provides the service
Glass Replacement	Check Box	Used as an identifier of whether or not the supplier provides the service. This field name can be changed
Loan Vehicle	Check Box	Used as an identifier of whether or not the supplier provides the service
Pickup & Delivery	Check Box	Used as an identifier of whether or not the supplier provides the service. This field can also be restricted by role
Courtesy Clean & Wash	Check Box	Used as an identifier of whether or not the supplier provides the service. This field name can be changed
Mobile Servicing	Check Box	Used as an identifier of whether or not the supplier provides the service. This field name can be changed
LPG Servicing	Check Box	Used as an identifier of whether or not the supplier provides the service. This field can also be restricted by role
Batteries	Check Box	Used as an identifier of whether or not the supplier provides the service
Parking	Check Box	Used as an identifier of whether or not the supplier provides the service
Truck Servicing	Check Box	Used as an identifier of whether or not the supplier provides the service
Dealership	Check Box	Used as an identifier of whether or not the supplier provides the service
Monday - Friday	Time	Allows you to record the weekday business operating hours for the specific supplier
Saturday	Time	Allows you to record the weekend business operating hours for the specific supplier
Comments	Text	A free text field to add any extra comments regarding the specific Supplier
Approval Note	Text	Enter a note here that you would like to see when an approval is raised for this Franchise on the Approvals / Approval tab
3rd Party ID	int(7)	This field is used to identify a supplier id in the 1Link system and also to match incoming 1Link invoices with the Catch-e supplier ID. The field is checked when an entry is made to ensure the same number is not used for more than one supplier (as this is not logical), although it can be reused for franchises that belong to one supplier. This field can be made compulsory by updating the Global Control supplier_franchise_vehicles_3rd_party_id_allow_empty_flag
3rd Party Site ID	Text (10)	Enter an identifying number or code here for your franchise. This can be used to search for the franchise in the Approvals / Approval tab

Action Buttons

Button	Description
New	When the 'New' button is clicked, the screen will be cleared of any existing franchise data, ready to receive information for a new franchise
Copy	If selected, you will be asked if you want to copy the record. If you confirm, all the information from the current franchise record will be copied into a new franchise record for the same supplier. The new 'copied' record is opened in edit mode
Delete	If selected, the record will be deleted if you confirm on an alert. Deleting sets the status_flag to 'deleted'. These records are not viewable, but details are retained in the table fm_supplier_franchises_vehicle
Edit	Click on the 'Edit' button to edit an existing record
New	Click on the 'New' button to create a new record
Save	When you have finished editing or creating a record, click 'Save' to save

Field Entry

Fleet Labour Rate cannot be greater than Retail Labour Rate - When you enter and tab out of "Fleet Labour Rate" or "Retail Labour Rate", the two field values are checked. "Retail Labour Rate" must be equal or higher than "Fleet Labour Rate". Modify the amounts in these fields to conform to this rule.

Suppliers Franchises

A supplier may have Franchises linked to it. For example vehicle service centres may have franchises per vehicle make. The Franchises screen lists the Franchises linked to the supplier.

To view/edit an existing Franchise, click on the Outlet name hyperlink which will then launch the Franchise Details screen with Delete/Edit/New actions.

Alternatively to create a new Franchise, click the Franchise Details tab and the 'New' button.