Selecting a Vehicle

Vehicles are selected by using the drop down field selections. Each selection controls the data to be displayed in the subsequent field, i.e. choosing the make "Holden" will restrict the model list to only Holden models etc. Note that Makes, Models and Variants are accessible only if your system administrator has made them "Active" in the Setup / Reference data section of the system.

Vehicle Selection

Make (List) — Select the vehicle make.

Model (List) — Select the vehicle model (filtered by selected make).

Model Year (List) — For St George Interface NBI2 applications, where the "New or Used" field = 'New', "Model Year" must be in the current year or within the last two years. For example, assuming the current year is 2017, then 2017, 2016, 2015 are the only values that can be submitted.

Body Type (List) — Select the body type.

Variant (Drop List) — Select the variant you want from those available in the list. Variants will be highlighted in pink if the payload is equal or greater than the amount stored in the Contract Types / Details "Quote Payload Maximum" field. Only 'admin' users can override the payload alert and save these variants in new quotes. Please take extra care when changing Variant. Some known bugs exist (EW may drop out) and are being addressed in DEV-22151. Contact Catch-e Support for details of these items.

Variant Lookup — If you know the variant code you want to use, leave the "Make", "Model" fields blank and click on the "Variant" lookup. The Variant Code Filter pop-up will launch. Enter or paste the Red Book Code or the NVIC Code directly into the "Variant Code" field and save. This will populate all the variant details into the quote. When you are choosing a variant from a list, but it's not clear which one you should select, click on the lookup to launch the Vehicle Filter (Advanced) pop-up to use additional filters. This allows you to cycle through the available variants to find the one you want. Five key vehicle features are shown to help you identify the correct variant choice.

Plate Year (List) — Select the plate year from a drop down list. The available list is set in Global Controls qtplateyear_display_mode. Here you have the choice of specifying "Plate Year" by 'year' or 'range'. If 'year' is set, the list will contain the current year and list back to the set 'year'. E.g. 'year' = 2010 will display "2011, 2010" in 2011 and "2012, 2011, 2010" in 2012. If 'range' is set, the list will contain the number of years listed in 'range', starting with the current year and working backwards. E.g. 'range' = 3 will display "2011, 2010, 2009" in 2011 and "2012, 2011, 2010" in 2012. The Global Control also contains a field allowing next years plate year to be selected if the date is within xx days of the new year (default is 60 days). Additionally, it can control the default year for the plateyear field. E.g. 'defaultyear' = '2013' means show 2013 as the default even if 2014 is available in the list.

New or Used (List) — Choose between 'New', 'Used' or 'Demonstrator'. This choice affects the service costs that are calculated for the vehicle. Visit the Maintenance profiles page for more details on how these costs are calculated and applied to new or used/demonstrator vehicles. For 'New': Luxury Car Tax is calculated. A starting odometer may be entered but is optional. The reading is not used in the maintenance calculation which assumes all services and tyres will begin at the first service. For 'Used' or 'Demonstrator': Luxury Car Tax is not calculated. A starting odometer is required and forms part of the maintenance calculation. The fields "Initial CTP" and "Initial Registration" can be configured to return 0 if a vehicle is a 'Used' or 'Demonstrator' vehicle.

Procurement (Checkbox, Number) — If "Procurement" is checked, the amount field becomes enabled and you can enter a value. A value may default into this field and this can be edited. These fields are used to record a fee charged to the dealer for sourcing a vehicle sale. You may be asked to confirm the value you have entered in an alert message when accepting a quote. Visit the Procurement page for full details of this feature and set-up notes.

Disposal (Checkbox) — This field is similar to Procurement above and is used to record a fee charged for trading in or selling a previous vehicle. The fee is not included in the vehicle cost or brokerage. The default amount when checked defaults from gb_control qt.disposalfee. The field name can be changed.

Odometer (Number) — Enter the opening reading for the vehicle. The amount entered here will populate the Contracts / Vehicle "Start Odometer" field when a quote is accepted. For 'New' vehicles, the reading must be less than or equal the value stored in gb_control qt.newvehiclemaximumodometer.

Warranty Mths (Number) — Will populate using the selected Variant's data from the data source and convert it to Months. e.g. Redbook or Glass data is stored in 'years'. If no data is available in the variant, field will populate with zero (0). Can be edited.

Warranty Kms (Number) — Will populate using the selected Variant's data from the data source. i.e. Redbook or Glass data. If no data is available in the variant, field will populate with zero (0). Can be edited.

Colour (Pop-up) — Used to request preferred colours. These fields are later used on requests to dealers and orders to dealers. In Edit mode click the colour swatch icon to launch a Colour Preferences pop up window that will allow you to enter up to three colour preferences along with an additional note. "Colour Preference 1" will be shown in Display mode. To view the other colour preference fields, hover your mouse over the "Colour" field. The data stored in these fields will be added to similar contract fields when accepting a quote. Note 'Settle' does not update colour fields in the contract. Please see Colour Preferences page for detailed notes when VEPaint.txt is in use. Related fields: colourpreference2, colourpreference3, colourpreference_note.

Trim — Used to request preferred trims. These fields are later used on requests to dealers and orders to dealers.

Vehicle Photo

If a vehicle photo exists in your data, it will be displayed. There can be more than one image stored or referenced for a variant and they are selected for display in the following priority order: Front, Side, Interior and Rear.

Options

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.

Optional Factory Fit Equipment

These may be selected for the quote by ticking on the relevant boxes and are added to the "Total Options" field. The options appearing are from the table qtvariantoptionalequipment and are linked to individual variants. They must first be set-up in qtoptionalequipment and can then be propagated in the qtvariantoptionalequipment table for each variant.

Optional Dealer Fit Equipment

These may be selected for the quote by ticking on the relevant boxes and are added to the "Total Options" field.

Optional Aftermarket Equipment

These may be selected for the quote by ticking on the relevant boxes and are added to the "Total Options" field. The global control qt.psdaftermarketoptionsflag is used to determine whether the aftermarket options values are used in the Purchase Stamp Duty calculation. The global control qt.lctaftermarketoptionsflag is used to determine whether the aftermarket options values are used in the Luxury Car Tax calculation.

Specifications

This section displays a selection of the selected variant's specifications. A few key fields are described below.

Go to the Variants / Detail page for the complete listing of specification fields. Variant fields can be updated here if required.

Variants are normally created from Glasses or Redbook data. Refer to your data provider if you have questions about a variant's specifications.

Variant ID (Number) — This is a hyperlink to the Setup / Reference Data Variant record where all of the specification fields can be reviewed in detail.

Profile Vehicle Type (Text) — Displays the Vehicle Type description from the variant profile and hyperlinks to the Setup / Reference Data Variant Profile record when populated. Follow the steps here to update the Profile Vehicle Type. This field is a factor used in calculating Luxury Car Tax, Luxury Car Charge, GST Claimable and some Purc. Stamp Duty values for NSW vehicles. For the calculations noted above, the "Variant Vehicle Type" field is invoked if the "Profile Vehicle Type" is missing. When the "Profile Vehicle Type" link is missing, a warning icon is shown in the Specifications banner. The hover over says 'Warning: No Vehicle Type on Profile!'. Follow the steps here to add a Profile Vehicle Type.

Variant Vehicle Type (Text) — Displays the Vehicle Type description that is linked to the selected variant. This link is usually created and updated from your RedBook or Glasses data updates.

ANCAP Rating (Number) — Displays the ANCAP rating for the selected variant. Visit http://www.ancap.com.au for more information.

CO2 Emissions (Number) — Displays the Co2 grams per km amount. This may be used to calculate the Carbon Emissions Offset (CEO) budget profile amount.

Accessories

Accessories are the standard equipment fitted to the vehicle at no additional cost to the list price.