Setting up fleet customers

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.

To set up fleet customers:

  1. Open the Fleet Customers form.
  2. Click New Record.
  3. Organization—Enter the organization to which the fleet customer belongs if you use multi-organization security.
  4. Fleet Customer—Enter the name of the fleet customer, and then enter a description of the fleet customer in the adjacent field.
  5. Class—Enter the class to which the fleet customer belongs. The system automatically populates Class Org.
  6. Billable—Select if the customer will be billed.
    Note: You must select Billable to generate bills for the customer.
  7. Out of Service—Select to prevent the fleet customer from being displayed in the lookups.
  8. Bill for No Charges—Select to print a bill by default when the bill is for $0.
  9. Maintenance Labor—Select to bill for maintenance labor.
  10. Maintenance Contract Labor—Select to bill for maintenance contract labor.
  11. Maintenance Parts—Select to bill for maintenance parts.
  12. Fuel—Select to bill for fuel.
  13. Mileage—Select to bill for mileage.
  14. Usage—Select to bill for usage.
  15. Non-maintenance Labor—Select to bill for non-maintenance labor.
  16. Non-maintenance Contract Labor—Select to bill for non-maintenance contract labor.
  17. Non-maintenance Parts—Select to bill for non-maintenance parts.
  18. Insurance—Select to bill for insurance.
  19. Exceptions—Select to bill for exceptions.
  20. Click Save Record.