Global Controls: Quotes (QT) — Part 1

Quotes (QT)

See also the Quotes Setup page.

| qt | accountmanagerdefault | Update this control to nominate which user is to be populated into the Quotes / Contract "A/C Manager" field by default when a new quote is created. When this control is set as 'client' and the Clients / Contact "Client Type" field is 'Prospect' the stored Clients / Contact "Sales" user is used. Otherwise the stored Clients / Contact "A/C Manager" user will be used.

If this control is set as 'creator' the user who is creating the quote is populated into the Quotes / Contract "A/C Manager" field. | client |
| qt | afterhoursassistanceflag | Used to set the default for "After Hours Assistance". | no || qt | angleapicontactdetails | If you want to pass generic contact details in Angle Interface Setup applications, enter them here. The following fields use the values from this control if they are populated individualDetails - contactDetails - emails - type - WK individualDetails - contactDetails - phones - type - WK additionalDetails - contactDetails - emails - type - WK additionalDetails - contactDetails - phones - type - WK stateChangeNotification - loanConsultantEmail If this control is left blank, the fields above will not be included in Angle Auto Finance applications. | |
| Email Address | address@clientdomain.com.au | | |
| Phone | 61377779999 | | |
| qt | angleapicredentials | Store credentials supplied by Angle Interface Setup here. These details must be populated and are encrypted. If you experience interface connectivity issues, confirm these credentials with your Angle Auto Finance Account Manager first. If the issues cannot be resolved with Angle Auto Finance, then contact Catch-e for assistance. | | | Path | Staging:

https://live.uat.api.services.angleauto.com.au/nli/v2.0

| Api Key | | | |
| qt | angleoauthcredentials | Store oauth credentials supplied by Angle Finance here. All fields must be populated and are encrypted. If you experience interface connectivity issues, confirm these credentials with your Angle Auto Finance Relationship Manager first. If the issues cannot be resolved with Angle Auto Finance, then contact Catch-e for assistance. | | | Path | Staging:

https://login.microsoftonline.com/c26f31b3-b539-4fea-af9f-0673a4291ed0/oauth2/v2.0/token

| Client Id | * | | | | Scope | Staging:

https://nli.uat.api.angleauto.com.au/.default

| Client Secret | * | | | | Grant Type | Staging:

client_credentials

| qt | atodepreciationdiminishing | depreciation rate | .2500 |
| qt | atodepreciationprimerate | depreciation rate | .12500 || qt | brokerratebasis | depreciable-amount or on-road-price | depreciable-amount || qt | carbonemissionsoffset | Used on the Quote/Profiles screen as a profile when the posting class "CEO" exists on the contract. Uses the table qtquotecarbonemissionsoffset which contains the minimum number of fields required for a profile. | 10.0 || qt | carbonemissionsoffsetpertonne | | 12.50 || qt | qtclientdefaultsexcesskmratedefault | When a new client is created, the 'Clients / Quote Defaults' "Excess KM Rate" field will be populated with this amount. Visit the Excess KM Charge page for all of the feature details. | 0.00 || qt | clientmarginallownegativeflag | yes or no. When yes, a negative value is allowed in the Client Margin (rate). | yes || qt | commissionratebasis | depreciable-amount, amount-financed or on-road-price | on-road-price || qt | comprehensiveinsurancebasis | This control determines the basis to use for determining which rate band to use in a quote's comprehensive insurance calculation. On Acceptance, the value used will populate into the Contracts / Insurance "Funded Base Cost" field. To calculate the comprehensive insurance you can select from: Quotes / Vehicle "FBT Value", Quotes / Finance "Vehicle On Road", "Depreciable Amount" or "Amount Financed". Field entries are as follows: fbtvalue , onroadpricetotal , depreciableamount or financedamount . To get more details about the insurance calculation please click here Lease/Calculation of Comprehensive Insurance | "depreciableamount"; |
| qt | contractkmasannualflag | Enter kms as annual or total contract | no |
| qt | createsettlementformonacceptflag | If 'no', the user will be navigated to the Contracts / Order tab for the new contract when the Accept button is clicked. If 'yes', the user is asked "Create Settlement Form?". If OK is chosen, the settlement.xml form will be generated and output, and the user will remain on the current page. If Cancel is chosen, the user will be navigated to the Contracts / Order tab for the new contract. This feature will only work if you have an active 'settlement.xml' file stored in gbfiles, otherwise the 'no' behaviour is followed. | no |
| qt | defaultpostingmapid | Sets the default Quotes/Contract "Contract Type" for new quotes when Clients/Quote Defaults “Contract Type” is not populated. This Global Control is used as the default "Contract Type" for a calculator. | 0 || qt | derivedfieldlibraryforquotepackaging | When set to "quote" the placeholders on the payrolladvice form will be linked to the 'common' library. When the client's quote form is designed in html, this is the setting to use so the figures correspond between quote and payrolladvice forms. If the client's quote form is not designed in html, the value will be "quotespackagingall", reading from the legacy derived field library. Visit the Quote Template page for more details. | quote |
| qt | disposalfee | Used on the Quote/Vehicle screen as a fee charged for trading in or selling a vehicle. The fee is not included in the vehicle price or brokerage. | 400.00 || qt | ericlogin | Enter your Eric Interface "Username", "Password" and "Endpoint Url" here. | |
| Username | encrypted | | |
| Password | encrypted | | |
| Endpoint Url | encrypted | | |
| qt | extendedwarrantytype | Allows extended warranty to be quoted as financed, budgeted or user-defined. Default is financed. | financed |
| qt | fuelcostadjustment | Fuel cost adjustment. Use this control to vary the fuel cost applied to a quote calculation from the values stored in qtfueltypes by a cost factor. E.g. +/- 10 cents in QLD | Nsw 0.00, Vic 0.00, Qld 0.00, Sa 0.00, Wa 0.00, Tas 0.00, Nt 0.00, Act 0.00 |
| qt | fuelfee | Fuel fee | 5.00 || qt | fuelupliftrate | Fuel uplift rate | 0.1000 || qt | fuelusage | Use this control to set the default entry for the Quote / Lease Fuel Profile "Fuel Usage" field. This field is used in the vehicle's fuel consumption calculation and thus, the fuel budget. This can be set as 'combined', 'metro' or 'country'. | combined |
| qt | gapinsurance | Gap insurance default amount used on the Quotes Finance screen. | 0.00 || qt | gapinsuranceincludedbyinsurers | List of Insurers (supplier codes) who include GAP insurance as part of their comprehensive insurance policy when selected. Refer to details notes on the Quotes Finance screen for more details. | a:1:{i:0;a:0:{}} || qt | glassftpconnection | Used to store the Glasses interface ftp credentials used by the Glasses scheduler job. | Deprecated. Replaced by glasssftpconnection. || qt | glasssftpconnection | Store the SFTP connection details for Glass here. These details are used by the scheduler job method qt / glass / importVehicleData. | || Host | as advised by Glass | | || Port | 22 | | || Username | as advised by Glass | | || Password | as advised by Glass | | || Export Path | Upload | | || qt | gstapplyondepositflag | GST will calculate automatically in the field "Deposit GST" on the Quotes/Finance screen if this flag is set to "yes" (this is the default setting). If it is set to "no", the GST will show as zero, unless entered. | yes || qt | gstapplyontradeinflag | GST will calculate automatically in the field "Trade In GST" on the Quotes/Finance screen if this flag is set to "yes" (this is the default setting). If it is set to "no", the GST will show as zero, unless entered. | yes |
| qt | htmlquoteusetype2benefitflag | When set to 'yes', the correct placeholder (packagedbalancegrossupperpaycycle) will be 'activated' in the html quote to calculate the required FBT Type 2 Benefit when the Client Employer FBT Type is Concessional. | no || qt | includeoptionalequipmentbydealtype | If configured by your business, selected options will be added to new quotes automatically. This control has 2 parts: Part 1: "New Only". Default is 'no'. To restrict this feature to where "New or Used" = 'New' vehicles only, update this part to 'yes'. Part 2: "Deal Types". To limit this feature to selected "Deal Types", add as many deal types as required. Note: If you are setting this up for the first time, please contact Catch-e Support for assistance. | New Only = no (unchecked) Deal Types = blank |
| qt | inclusionswalkawayflag | Used to add Walkaway in the 'Inclusions' section on the Quotes/Lease tab. Refer to Swann:Walkaway for further details. | no |
| qt | insurancegstcalculationmethod | Determines the order in which gst is calculated for external calculation method. To calculate GST on Stamp Duty Inclusive amount use stampdutyinclusive. To calculate gst before calculating Stamp Duty use stampdutyexclusive in this control. Calculation is used in populating qtquoteinsurance.stampduty field. | s:20:"stampdutyinclusive"; |
| qt | insuranceloadingtypes | Used to store drop down content on Fleet / Administration / Quotes / Contract tab for fields "Licence", "Past Claims" and "Restrictions". Based on the selection premiums may be 'loaded' by the corresponding rate found in qtinsuranceloadingrates. These field names (Licence, Past Claims & Restrictions) can be renamed. | no || qt | insuranceloadingrates | Links the qtinsuranceloadingtypes and insurancerateid to a loading rate. If multiple loading types selected the rates are added up to determine the "Insurance Loading" % | no |
| qt | insurancelocationbypostcodeflag | | no |
| qt | insurerclientpolicyallowallinsurersflag | Insurer field in Quotes/Contract and Quotes/Lease is disabled if this flag is set to "no" and the Policy Owner is set to "Client" | yes |
| qt | insurerinternal | This control is no longer active. Go to Setup / Reference Data → qtinternalinsurers to find out how to set your internal insurers. | || qt | internalinsurerpolicyowner | Display name for Policy Owner. | |
| qt | insurerinternalbrokerfeerate | Used in client specific (internal) insurance calculations. | |
| qt | insurerinternalvalidatingpremium | Used in client specific (internal) insurance calculations. | || qt | insfee | Ins fee | 5.00 |
| qt | interestbaserate | Interest base rate that will default into the Quote where Financier Rates are not set up. | 0.0850 |
| qt | interestmarginrate | Default Quotes / Finance "Client Margin" rate. | 0.0000 |
| qt | lapsinclusionsuri | Stores user credentials for a Client specific interface. | |
| qt | lapsoauthcredentials | Stores user credentials for a Client specific interface. | |
| qt | lctdealerdiscountflag | Used to determine if the Dealer Discount amount is included (s:2:"no";)or excluded (s:3:"yes";) from the Luxury Car Tax calculation | yes || qt | lctaftermarketoptionsflag | Used to include or exclude the Aftermarket Options from the Luxury Car Tax calculation. | yes |
| qt | leaseecmcreatebudgets | Used to create monthly Employee Contribution budget values. Refer to the 'ECM' section on the page Quotes/Lease | no || qt | lesseeratecalculationbasis | Used to calculate the quote's Lessee Rate. This is the rate of interest required to fund the deal. | |
| Total Brokerage Included | no | | |
| Broker Fee Included | no | | |
| Commission Included | no | | |
| Establishment Fee Included | no | | |
| Originator Fee Included | no | | |
| qt | leaseinclusionplanflag | Used to add Lease Inclusion Plan in the 'Inclusions' section on the Quotes/Lease tab. Refer to Lease Inclusion Plans for further details. | Default value is 'no'. Can also be 'yes'. || qt | lockleaserateflag | If set to 'yes', the Quotes / Finance "Lock Residual Rate" and Quotes / Lease "Lock Lease Rate" fields are both checked automatically when a quote is accepted. If 'no', no changes are made to these fields when accepting a quote. | yes |
| qt | luxurychargebasis | refer to Luxury Car Charge for an explanantion of the luxury charge | "depreciableamount", "financedamount" or "fbtamount" || qt | luxurychargedepreciationmethod | this can be set to "diminishing" or "prime". The default setting is "diminishing". Go to Luxury Car Charge for a worked example of the LCC calculation. | diminishing |
| qt | macleaselogin | Used to store a single login and password for the Maclease interface. | || qt | macleasepartneruseridsource | Determines the Maclease Partner login credentials to be used in the application. Refer to the MacLease Partner Setup page for further details. 'standard' is the default setting on this record. | standard, accountmanager, salesmanager or assigned || qt | maintenanceserviceupliftrate | You can enter a rate that will be used as a factor to calculate the Maintenance (MAINT) budget. This is only applicable for used vehicles only. | 0.1000 |
| qt | managementfee | Management fee | 30.00 || qt | maximumterm | Maximum term (months) allowed for quoting on the Quotes Contract screen | 120 |
| qt | newvehicleodometermaximum | Maximum allowable "Odometer" value when Quotes / Vehicle "New or Used" = 'New'. For the logic behind setting a 4,000 default value, see FCAIsupplementarysubmissiontothemotorvehiclestandardsactreview Section 5.1 Proposed Definition of a New Vehicle for Personal Import. | 4000 |
| qt | novatedcommissionrate | | 0.0000 |
| qt | novatedestablishmentfee | Novated establishment fee. Visit Establishment Fee for feature details. | 0.00 |
| qt | novatedfuelondeliveryfee | Novated fuel on delivery fee | 0.00; |
| qt | novatedotherbrokerage | Novated other brokerage default | 0.00 |
| qt | novatedresidualbasisdefault | Stores a default novated lease residual basis, 'depreciable-amount' is the default entry that can be changed. Update to one of the following options: 'amount-financed', 'depreciable-amount', 'fbt-value', 'net-vehicle-cost' and 'on-road-price'. It will default into the Quotes / Finance "Residual Basis" field when a new novated lease quote is being created. The default value comes from . | depreciable-amount || qt | novatedresidualbasisdefault | Novated Residual Basis default. The appropriate ATO residual rate defaults into the Quotes / Finance "Residual Rate" field when a new novated lease quote is being created. Can be one of:'on-road-price', 'amount-financed', 'depreciable-amount', 'fbt-value' & 'net-vehicle-cost' | depreciable-amount |
| qt | novatedresidualprojectedvaluesource | One of: averagewholesale, averageretail, goodwholesale or goodretail. Refer Quotes:Projected Value for further details. | blank |
| qt | nzregctpzeroflag | If you are operating in New Zealand, set this to 'yes'. This will populate Quotes / Vehicle "Initial Registration" and Quotes / Lease Registration "Annual CTP" with '0.00' for new quotes. The default value is 'no' for all other clients and the standard method of populating registration values will apply | no |
| qt | nzroadusercharge | If you are operating in New Zealand, set this to the value you wish to apply in quotes for an intial cost of Road User Charges (RUC). This will populate Quotes / Vehicle "Purc. Stamp Duty" where the selected vehicle uses diesel fuel and the Delivery State is "NZ". | || qt | oncopyrefreshbaserateflag | Refresh baserate from interestbaserate control on copying a quote | no || qt | packagingadvice_fee | Fee used on quote PDF for information purposes | 0.00 |