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BCS Itera

Extensions for Microsoft Dynamics 365 Business Central

Extensions | User Guide

Vehicle Handling

The Vehicle Handling Solution in Business Central enables the following:

Settings

To use the full functionality the Vehicle Handling Solution Setup should be opened and following fields filled:

Field Explanation
Vehicle Dimension Code Specifies the dimension code used for vehicles. When adding a new vehicle, the corresponding dimension value is automatically created. Using vehicle’’s dimension value on a purchase invoice line as shortcut dimension, the global dimensions related to the vehicle are automatically added, along with the VAT product posting group (if the vehicle categories have the corresponding setting).
Employee Source Specifies the source table of employees.
Vehicle Checking Service URL Specifies the URL for the vehicle checking service. You can use parameters in the URL, marking them as %1, %2 (depending of selection in “Field as Service Parameter”).
For example enter URL “https://www.autodna.com/vin/%1” and select “VIN Code” as service parameter.
Field as Service Parameter Specifies the field used as a parameter in the vehicle checking service URL (when both selected then use %1 and %2 in URL, otherwise just %1).


In Vehicle summarized cost overview section:

Field Explanation
Vehicle Fuel Accounts Filter Specifies fuel expense G/L accounts. The defined accounts filter is used in the calculation of the vehicle summarized fuel cost for the previous period. Multiple G/L accounts can be added, for example 8510|8511.
Vehicle Fuel Unit of Measures Filter Specifies the unit of measure used for fuel quantity on purchase invoices. Multiple unit of measures can be added, for example L|PCS|’’.
Vehicle Summary Start Date Formula Specifies the start of period formula for showing vehicle summarized costs. For example, the beginning of last month is: -CM-1M, the beginning of last quarter is: -CQ-1Q-CM and the beginning of last year is: -CY-1Y.
Vehicle Summary End Date Formula Specifies the end of period formula for showing vehicle summarized costs. For example, the formula for the end of last month is: +CM-1D, for end of last quarter is: +CQ-1Q+CM and for the end of last year is: +CY-1D.


Setup Vehicle Data Types
It’s possible to specify up to 15 Vehicle Data Types, that are displayed on Vehicle register. For example, you can add category, responsible user, leasing provider, fuel and wash card, insurance, etc. data to a vehicle.

To setup Vehicle Categories, select Vehicle Category as table relation in Vehicle Data Types page. Use action Setup Vehicle Categories to setup selectable categories. The Category can be linked to the VAT Product Posting Group, which is used to calculate VAT on the purchase invoice line related to the vehicle.


Use

Vehicle Register

Vehicle Register is the central part of the solution.
There user can enter various data and information in the following sections:

Technical Inspection reminders

System can send via email a technical inspection reminders to the fleet manager or responsible employee, if the inspection date has passed or falls within the period specified by the inspection reminder period date formula.
The reminders are sent using Notification email scenario (and therefore from the email account related to that scenario).
System can send technical inspection reminders automatically, if a job for Codeunit 70467425 (BCS.VHS Vehicle Reminders) is configured in Job Queue Entries.

Overview of period costs

In factbox on vehicle register card and list is Last Period Summary, where system shows:

Costs are retrieved from Purchase invoice lines using Vehicle dimension.

For more information please contact BCS Itera AS:
www.itera.ee/en/about-us/