Output Options

Email

Quotes can be emailed with the quote attached as a PDF. For Novated quotes, the email is addressed to the Driver Details "Email" and for other types of quote, it is addressed to the Client Details "Email". PDF Quotes can be printed to PDF. The default file name of the PDF is the "Print Template" name with the "Quote ID" added. E.g. quotenofblease_100587. If you prefer a different file naming convention, your Account Manager can assist. Alternatively a URL can be used to direct the user to an external web page to view a quote page if the Contract Type URL field is populated. Visit the Web Quote page for details.

Screen Reports

If set up a customised report can be generated from here.

Action Buttons

Field Entry Validations

ECM and ECMC must have the same GST setup on Contract Type / Accruals screen! — Your system is set to use the Employee Contribution (ECM) calculation function. Contract Types / Accruals "G" for the 'ECM' and 'ECMC' are not both set as 'Y' or 'N' for this Contract Type. The GST setting must be the same for both classes. You will not be able to save quotes for this Contract Type until the settings are corrected.

Term must be greater than Months Deferred. — A quote's "Term" must be greater than the number of "Months Deferred". Edit either the "Term" or "Months Deferred" field to correct this.

Client not profiled for quoting. Refer to management. — The Clients / Quote Defaults "Allow Quoting" field is un-checked. This field is checked by default when new clients are created and can be un-checked if you do not want new quotes to be raised for this client. Check the setting with your management team and update if it is not correct.

Vehicle Tab Validations

Annual Insurance must be more than $0.00! — Your insurance selections or a change in the selections have caused the Insurance profile to calculate with an "Annual Ins" of 0. Click OK and you will be navigated to Quotes / Lease to update this field.

Cost Centre Code is required. — If the "Cost Centre" field is blank and Clients / Quotes Defaults "Cost Centres Mandatory" is checked, a cost centre will be required. Edit the quote and add a valid cost centre.

Contract Term(Months) must be between 1 and X! — When a quote is saved, various records in the gb_controls table are checked. If one is missing, you will see this message. Escalate this problem to your System Administrator. If the issue cannot be resolved, Catch-e Support will assist. Set-up changes can cause this if an "Effective From" date is added to an existing control that previously had a blank date. In this situation, quotes dated prior to this date cannot find an applicable control.

Previous FBT Value must be 0 or a positive number. — Only accepting 0 or a positive numbers.

Quote (Driver Details) "Email" and Driver "Email" do not match. — OK to update Driver record or Cancel to ignore. When you create, copy or edit a novated quote, the quote driver's "Email" is checked against the "Email" on the driver's record. If these fields don't match you are alerted. Choose OK to update the driver or packageemployee record. Cancel to keep the mis-match.

Quote "Pay Cycle" and Driver "Pay Cycle" do not match. — OK to update Driver record or Cancel to ignore. When you create, copy or edit a novated quote, the quote driver's "Pay Cycle" is checked against the "Pay Cycle" on the driver's record. If these fields don't match you are alerted. Choose OK to update the driver or packageemployee record. Cancel to keep the mis-match.

You must select an A/C Manager! — The "A/C Manager" field is often used in quote documents and must always be populated. This field is also checked again when a quote is saved.

Save Validations

Annual Insurance must be more than $0.00! — Your insurance selections or a change in the selections have caused the Insurance profile to calculate with an "Annual Ins" of 0. Click OK and you will be navigated to Quotes / Lease to update this field.

Client Margin must be 0 or a positive number — Quotes / Finance "Client Margin" cannot be negative. You will be alerted on Save, or when you try to navigate away from the Finance tab. This is managed by a setting and this can be updated after quotes have been created with negative margins. In these cases, these quotes cannot be updated unless the margin is updated to a positive value.

This vehicle does not qualify for the FBT exemption. — Click OK to exit the alert. The quote is saved with the following: "FBT Treatment Type" is 'Standard' and "Use ECM?" reverts to the Client's setting (usually checked). The required conditions to use 'EV Exempt Reportable' have not been met. In this situation, the Base Price is greater than the calculation threshold. This vehicle no longer qualifies for the FBT exemption.

If the vehicle is 'Used' or 'Demonstrator' — Check that the "Date First Held" and "Luxury Car Tax Paid" fields have been populated appropriately.

This vehicle qualifies for the FBT exemption. — OK to save the quote with the following changes: "FBT Treatment Type" reverts to 'EV Exempt Reportable' and "Use ECM?" flag is checked OFF. Cancel to save the quote without changes: "FBT Treatment Type" remains unchanged as 'Standard'.

Vehicle Type is not FBT Payable Exempt - are you sure? — When "FBT Treatment Type" is set to 'EV Exempt Reportable' and the variant "Vehicle Type" is not 'yes', this alert will appear. OK will accept the warning and Save. Cancel will leave "FBT Treatment Type" unchanged and Save.

Print Errors

An error has occurred. Please contact Catch-e Support for assistance. Error: Too Many Requests — This error occurs if the number of web service requests has reached the rate limit set for the system. This limit is controlled by Global control gb_control restratelimit. Please contact Catch-e Support if this error occurs so the limit can be reviewed.

[Template name] is not available or is misconfigured. Please verify template has been imported correctly and try again. — The zip folder you have uploaded has folders nested inside it. Fix and upload again. Visit the Quote Template Setup page for an example of the expected setup of a quote zip.

Sorry, an unexpected error has occurred and at the moment you will be unable to print this quote or send it by email. Please contact Catch-e for further assistance. We apologise for any inconvenience. — The zip folder you have uploaded has folders nested inside it. Fix and upload again. Visit the Troubleshooting page for more details.

Print - Screen Report

Nothing to report! — Below are some possible reasons for this alert:

• There are no transactions or records that match the screen report query, so a report cannot be generated.

• The [custom report name] contains a space

• The [custom report name] is mal-formed

Accept Validations

Confirm that [Preferred Dealer Name] has agreed to pay a procurement fee of [Procurement] on this vehicle. — If you click OK, an event will be created to record the agreed procurement fee. The alert will only happen if you have this feature set-up. This is useful as a check to make sure the quote's procurement fee is correct.

Division '{division}' for Client '{client_code}' does not exist! — One of the following is required:

• Enter or Search for an existing Division

• Create a new Division for this Client

• Set Division to blank

"Division" must match an active division stored in the Clients / Divisions tab.

You must enter the 'Application Reference' before you can accept this quote! — This alert will be shown if the quote is configured to require the "Application Reference" field to be populated. Add the application reference and try again.

Copy Validations

Negative number validation rule on Vehicle Pricing fields. — All Vehicle Pricing fields are validated to ensure negative values are not entered.

Validation failed because of the following fatal error: FBT Payable amount out of sync with FBT Value! — Current Value = 4343.99, Expected Value = 4343.97, Global Control validation_tolerance_for_fbt_value_yearly = 0.01

If you see this Validation error, you may be copying a Quote modified by patchQuote API where there is a small rounding difference (typically 0.01 cent) in the calculation. Set Global Control 'validation_tolerance_for_fbt_value_yearly' value to 0.01 to allow a 0.01 cent tolerance for when copying a Quote. The current Global Control 'validation_tolerance_for_fbt_value_yearly' value is shown in the error alert.

File Naming

To change the file naming, use a combination of text and placeholders in the field to create the desired file name. See the examples below. Note forward slash character (/) cannot be used in the file name.

Note: Placeholder names will vary depending on which derivedfieldlibraryforquote_packaging is used. Only placeholders in the active library will be available.

Troubleshooting

Tip: Visit the main Troubleshooting page for a list of all the available problem-solving tips.

APIs

• createQuotes

• patchQuote