Creating exceptions for fleet configuration

Create exception codes, and then associate fees with the exception codes that will be included in bills. For example, create an exception code that charges customers for low amounts of fuel in returned vehicles, and then associate a $50 fee for that specific exception. Exception codes are associated with vehicle tickets on the Exceptions page of the Vehicle Ticket form.

To create exceptions for fleet configuration:

  1. Open the Fleet Configuration form.
  2. Click the Exception Codes tab.
  3. Click Add Exception.
  4. Exception—Enter the exception to be applied to vehicle tickets, and then enter a description of the exception in the adjacent field.
  5. Organization—Enter the organization to which the exception belongs if you use multi-organization security.
  6. Billing Amount—Enter the set fee to associate with the exception during the billing process.
  7. Standard WO—Enter a standard work order that can be used to create work that corrects the exception condition for the vehicle ticket.
  8. Out of Service—Select to prevent the exception from being displayed in the lookups.
  9. Click Submit.