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> Solutions > ORCA Financial Product Overview > Functionality > Reporting > Vehicle Reports

Vehicle Reports

Certificate of Fitness Letters
Ctrl Balances for Vehicles
Forecast Vehicle Stock
IFRS Vehicle Valuation
Specification Code Report
Vehicle Cost Sheet
Vehicle Pre-Delivery Schedule
Vehicle Provisioning Schedule
Vehicle VIN Checks

Certificate of Fitness Letters

The Certificate Of Fitness Letters option provides the capability for generating letters to customers, informing them that their vehicle's Certificate of Fitness is due to expire. The letters may be sent to either current owners or current operators, and can be sorted by customer account number or alpha key. If the customer account has been set to receive COF Due Letters by fax or email then they may be sent that way as well as or instead of printing. The letters are accompanied by a summary report or prooflist, detailing all the customers for whom letters have been produced, and the output type applicable for each. View sample report TCSVehCOFDueLetter.

Ctrl Balances for Vehicles

The Ctrl Balances for Vehicles option provides the capability for producing listings of vehicle account balances, as at the date specified, for nominated control accounts. Details listed include account numbers and names, and account balances, sequenced numerically, i.e. by account number. View sample report TCSAcctCtrlBal-Veh.

Forecast Vehicle Stock

The Forecast Vehicle Stock option provides the capability for producing a report forecasting the vehicle stock requirements based on current stock, vehicles on purchase order and sales orders and quotes. Projections for future sales forecasts are entered using the model codes option. View sample reports TCSVehInvForecast.

IFRS Vehicle Valuation

The IFRS Vehicle Valuation option provides the capability for producing selective listings of overseas sourced vehicle inventories, comparing stocked on values and IFRS based valuations, as defined by the vehicle control account, as at date and format requirements specified. The report details account numbers and names, vehicle identification numbers, arrival dates, invoice numbers, forex values, forex rates and the resulting into stock values, accompanied by bill of lading dates, ie. departure dates, forex rates effective at those dates, revaluations of the forex values based on those rates, and the variances between the two stock values. The report may be presented with vehicles listed in either account number or franchise order, with sub-totals provided for the by franchise selection. View sample reports TCSVehIFRSValn-Acct, and TCSVehIFRSValn-Fran.

Specification Code Report

The Specification Code Report option provides the capability for producing reports on vehicle specifications for the selected specification code. These include presentation of the complete specification, the original or base specification only, or exception reporting in regard to the extras and modifications added to the base specification. View sample reports TCSCodeSpec-Comp and TCSCodeSpec-Extr.

Vehicle Cost Sheet

The Vehicle Cost Sheet option provides the capability for producing cost sheets for selected vehicles, focusing on the proposed (i.e. estimated) and confirmed (i.e. actual) costs incurred on vehicle accounts relating to the preparation of vehicles for 'retail' sale. Additional information incorporated includes details of selling prices and margins, and the identification of associated trade-in vehicles and their related costings. View sample report TCSAcctVehCostSht.

Vehicle Pre-Delivery Schedule

The Vehicle Pre-Delivery Schedule option provides the capability for producing pre-delivery schedules for selected vehicles, focusing on the various tasks and checks required prior to delivery of vehicles to customers. Information provided includes details of purchased goods and services for the recording of their receipt or completion as appropriate, identification of vehicle re-location requirements (e.g. paintshops, body builders, inspection authorities), 'reminders' in regard to the supply of standard items (e.g. tool kits, spare wheels) and the collection of all required vehicle and component serial numbers, and provision for the documentation of actual delivery dates relevant to warranty scheme commencement. View sample report TCSAcctVehPreDel.

Vehicle Provisioning Schedule

The Vehicle Provisioning Schedule option provides the capability for producing selective listings of vehicle inventories detailing stock obsolesence amounts applicable, as defined by the vehicle control account, as at date and format requirements specified. The report details vehicle account numbers and names, acquisition dates, stock values, stock age days, provisioning percentage rates and calculated provision amounts, presented in either account number or franchise order, with sub-totals provided for the by franchise selection. Optionally, auto reversing journal documents may be generated to process the provision amounts. View sample reports TCSVehObsProv-Acct, and TCSVehObsProv-Fran.

Vehicle VIN Checks

The Iehicle VIN Checks option provides the capability for performing Vehicle identification number checks with and external agency. Vehicle numbers are extarcted and sent to the agency for checking. On receipt of the result, the vehicle data is checked and various properties may be updated. These include COF and WOF dates.