Module

Name

Comment

Default Value

qt

payg_tax_calcs_flag

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 effect on all values dependent in some way on the tax. Visit the Quote Template page for more details

no

qt

posting_class_code_allow_negative

List of posting_class_codes that are allowed to have a negative budget value (net and/or gst)

a:1:{i:0;s:4:"ECMC";}

qt

procurement_fee

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

procurement_fee_allow_zero_flag

If 'yes', the Quotes / Vehicle "Procurement" checkbox can be checked and the amount field can be 0

no

qt

psd_aftermarket_options_flag

Used to include or exclude the Aftermarket Options from the Purchase Stamp Duty calculation

yes

qt

qt_client_defaults_policy_owner_type_default

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), "insurer_internal"

driver

qt

qt_quotes_status_flag_default

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

quote_duration_days

This control stores the default value that populates into the Quotes / Contract "Valid for" field

30

qt

quote_effective_date_expiry_days

Use the number stored in the control to check that the "Effective Date" of the quote is equal to or greater than today minus 'control days'. Visit Quotes/Contract for more details

90

qt

quote_lease_reg_ctp_used_demo_calc_flag

When this is set to 'yes': If Initial CTP/Registration is greater than 0 the Initial CTP/Registration values will be used for the respective Annual CTP/Registration values. If Initial CTP/Registration equals 0.00, the same calculations that would populate Initial CTP/Registration when New or Used = 'New', will populate Annual CTP/Registration values. When set to 'no', "Annual CTP" and "Annual Registration" values will be set to $0.00

yes

qt

quote_optional_equipment_gst_calc_flag

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)

no

qt

quote_vehicle_reg_ctp_used_demo_calc_flag

When this is set to 'no', "Initial CTP" and "Initial Registration" are not calculated automatically. Both of these fields can be overwritten

no

qt

quote_walkaway_label

Used to relabel the Walkaway field on the Quotes/Finance and Quotes/Lease tabs upon request

Walkaway

qt

quotes_data_source_override

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 value instead of the field "Red Book Code"

glass

qt

quotes_search_results_limit

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

quotes_vehicle_optional_equipment_order_by

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: qt_variant_optional_equipment AS t1, qt_optional_equipment AS t2, qt_optional_equipment_packs AS t3, qt_quote_optional_equipment AS t4, fm_suppliers AS t6. For further information please read Quotes/Options Set Up Notes

qt

quotes_vehicle_report_format_default

Choose the default output you want to show on the Quotes / Vehicle tab. This can be set to 'Office(xlsx)', 'ExcelXml', 'Email-send' or 'Text(CSV)'

Office(xlsx)

qt

quotes_vehicle_report_attachment_format

Choose the default file extension to use when attaching this file to 'Dealer Quote Request' emails. A 'dealer_quote_request' 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: ExcelXml (dealerquoterequest.xml, xls), Office(xlsx) (dealerquoterequest.xlsx, xlsx), PDF (dealerquoterequest.xlsx, PDF)

qt

reduced_super_flag

When this flag is set to 'yes' the "Reduced Super" checkbox in the Quotes / Contract screen will be enabled

no

qt

redundancy_insurance_basis

On Road Price or Financed Amount threshold basis. Visit Redundancy Insurance for full details of the feature. Options: on-road-price-gross or financed-amount. Note the threshold when using financed amount uses the final financed amount excluding redundancy insurance itself

qt

redundancy_insurance_calculation_method

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

residual_at_high_km_rate

Residual at high km rate

0.01

qt

residual_percentage_basis

Use this control to change the basis used for the Residual percentage calculations. These can be on_road_price or list_price_gross

list_price_gross

qt

roadside_assistance_plan_code

Add a plan code here if you want to have a default populate into the Quotes / Lease Roadside Assistance profile

qt

salesforce_login

Enter the required "Username" and "Password" details that are required to use Salesforce. Username: encrypted, Password: encrypted, Client ID: encrypted (Mandatory for WSDL v65 and greater), Client Secret: encrypted (Mandatory for WSDL v65 and greater)

qt

salesforce_login_apex

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

service_and_maintenance_include_vmp_flag

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 if you wish to use this

qt

small_damage_repairs_type

This is used to switch between Small Damage Repairs being 'financed' or 'budgeted'

For Financed use 'financed' otherwise use 'user_defined'

qt

st_george_address_source_operating

Used to populate street address (sequence number 1) for Operating/Finance Lease application for company. Options: gb_companies (Lookup details from gb_companies where 'default flag' = 'yes' with fields address1, address2 optional, city, state, postcode, phone, email_finance) or fm_clients (Lookup from fm_clients)

gb_companies or fm_clients

qt

st_george_lease_inclusion_brokerage_flag

Other Lease Inclusion is mapped to the "Other Brokerage" field in Sovereign (NBI2 only). To re-map this to "Other Insurance" switch this to "no"

no

qt

st_george_login

St George HTTP Basic Authentication credentials. Fields 'host', 'user' and 'password' must be populated. Values are encrypted, contact Catch-e for set up

qt

st_george_nbi2_wsse_security_login

St George Authentication credentials. Fields 'host', 'user' and 'password' must be populated. Values are encrypted, contact Catch-e for set up

qt

st_george_nbi2_run_date

System Run date in Sovereign System. Used as effective date in St George Finance application for data items that do not have an associated effective date in Catch-e (for example: Phone or Fax number). In Live: blank ("") for Today's date. In Test: a MySQL date (for example: '2009-02-16')

qt

st_george_nbi2_application_id

A system requirement for NBI2 interface

V5-001

qt

st_george_nbi2_client_app_code

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

XX

qt

st_george_nbi2_user_id_source

Determines the St George login credentials to be used in the application. Refer St George NBI2 Setup for further details. Options: standard, account_manager, sales_manager or assigned

qt

st_george_postal_address_source_operating

Used to populate Postal address (sequence number 2) for Operating/Finance Lease application for company. Options: gb_companies (Lookup details from gb_companies where 'default flag' = 'yes' with fields postal_address1, postal_address2 optional, postal_city, postal_state, postal_postcode) or fm_clients (Lookup from fm_clients)

gb_companies or fm_clients

qt

st_george_postal_address_source_novated

Used to populate Postal address (sequence number 2) for Finance lease application for individual. Note that street address (sequence number 1) is always driver's residential address. Options: gb_companies (Lookup details from gb_companies where 'default flag' = 'yes' with fields company_name, postal_address1, postal_address2 optional, postal_city, postal_state, postal_postcode) or fm_clients (Lookup from fm_clients) or fm_drivers (Lookup from fm_drivers)

gb_companies, fm_clients, or fm_drivers

qt

st_george_run_date

System Run date in Sovereign System. Used as effective date in St George Finance application for data items that do not have an associated effective date in Catch-e (for example: Phone or Fax number). In Live: blank ("") for Today's date. In Test: a MySQL date (for example: '2009-02-16')

qt

total_lease_gst_calc_class

Default to 'MFEE' to allocate any amount where SUM(qt_budgets.amount_gst) is not 10% of SUM(qt_budgets.amount_net) 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

MFEE

qt

total_lease_gst_calc_flag

Default to 'no', whereby when gb_control.total_lease_per_pay_cycle_gst_calc_flag is set to 'yes' it will override this control. When set to 'yes' it is advisable to set the gb_control.total_lease_per_pay_cycle_gst_calc_flag to 'no'. When this control is set to 'yes' it works concurrently with the gb_control.total_lease_gst_calc_class. 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

total_lease_per_pay_cycle_gst_calc_flag

Default to 'yes' where total_lease_per_pay_cycle_gst is calculated from SUM(qt_quote_budgets.amount_net). This makes Total GST exact 10% of Total NET. If set to 'no', total_lease_per_pay_cycle_gst is calculated from SUM(qt_quote_budgets.amount_gst). 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 'no' in order to avoid a mismatch between total_lease_monthly_gst and total_lease_per_pay_cycle_gst 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

transfer_fee

Transfer fee

qt

tyre_rim_insurance

The values stored in this control are net of GST premiums and margins per threshold. If there are any qt_tyre_rim_insurance_plans available, this control is ignored. Basis: on_road_price, Rates: Threshold (0), Amount (0.00), Margin (0.00)

qt

validation_tolerance_for_fbt_value_yearly

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

vehicle_viewer_allow_select_flag

Allow selection of other vehicles

yes