Set up fleet customers to use throughout the Fleet Management system. Set up billing details to determine the costs for which the customer is billed.
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Select Work > Fleet > Fleet Customers.
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Click New Record.
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Specify this information:
Organization - Specify the organization to which the fleet customer belongs if you use multi-organization security.
Fleet Customer - Specify the name of the fleet customer, and then enter a description of the fleet customer in the adjacent field.
Class - Specify the class to which the fleet customer belongs.
Billable - Select if the customer will be billed.
You must select Billable to generate bills for the customer.
Out of Service - Select to prevent the fleet customer from being displayed in the lookups.
Bill for No Charges - Select to print a bill by default when the bill is for $0.
Maintenance Labor - Select to bill for maintenance labor.
Maintenance Contract Labor - Select to bill for maintenance contract labor.
Maintenance Parts - Select to bill for maintenance parts.
Fuel - Select to bill for fuel.
Mileage - Select to bill for mileage.
Usage - Select to bill for usage.
Non-maintenance Labor - Select to bill for non-maintenance labor.
Non-maintenance Contract Labor - Select to bill for non-maintenance contract labor.
Non-maintenance Parts - Select to bill for non-maintenance parts.
Insurance - Select to bill for insurance.
Exceptions - Select to bill for exceptions.
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Click Save Record.