HiFinance
5
SECTION 1.1.1U.3 - ADD A NEW
TAXI (DISCOUNT) CARDS
USAGE: To add a new Taxi Card to the Taxi Card
master-file. The functionality described here is similar to the standard DEBTOR
ADD routine as described in SECTION 1.1.1. The
difference is that it is specifically designed for add Taxi Cards to the
system.
Note that, originally, these cards were used for taxis
and generally only for LPG. However their function has been extended and,
although they are still referenced as TAXI CARDS throughout HiFinance, they are
often referred to as DISCOUNT CARDS.
DISCUSSION: When you start this function, the computer will
initially ask for a Card code. By default, it will start with a C. Insert a code and press <Enter>. Taxi Cards are normally in
the format X99999999, where the X can be a letter, most often C or R and 99999999 is the last eight (or
sometimes ten) digits on the card. If the card starts with a C, make sure it is C80000000 or higher, otherwise it
will clash with the Community Cards System.
To return to the MAINTENANCE MENU, press <ESC>.
Once HiFinance has accepted the code you will be
presented with a screen full of all the fields you can enter information into.
The fields are as follows:
DRIVER REGISTRATION This is a compulsory field. It is normally the Driver’s
Registration Number, but can be used for other purposes if this is not actually
for a Taxi.
LICENCE NUMBER This is a compulsory field. It is normally the Driver’s Licience Number, but can be used for other purposes if this
is not actually for a Taxi.
ACTIVE? If this
is set to N, the card will be rejected
at the Site.
HAS
PLASIC CARD If an account has been issued a
Plastic Card, enter Y here. Otherwise enter N.
HAS
ELECTRONIC CARD If an account has been issued an Electronic
Card, enter Y here. Otherwise enter N.
Note that every account must have either a PLASTIC CARD or an ELECTRONIC
CARD, or both.
CONTRACT
STARTS & ENDS Here you can enter a date range for the
validity of the card. For cards that are open ended, enter 1/1/0001 and 31/12/9999, respectively. Some cards are
only offered for a limited time. If a customer attempts to use the card outside
the CONTRACT dates, it will be
treated as NOT-ACTIVE.
HAS PLASIC CARD & HAS DIGITAL CARD These fields form a pair. At least one must be Y. The document the type of card issued by to the customer.
FIRST NAME This is
not a compulsory field, but if the information is available, it should be
entered here.
LAST NAME This is
not a compulsory field, but if the information is available, it should be
entered here.
SALUTATION This is not a compulsory field, but if the information is
available, it should be entered here. This field is used to head letters and
advertising information.
GENDER (M/F) This is not a compulsory field, but if the information is
available, it should be entered here. This field must either be blank or M or F.
DATE-OF-BIRTH This is a compulsory field.
TRADING NAME This is not a compulsory field,
but if the information is available, it should be entered here.
ADDRESS 1,2 &3 These are not a compulsory
field, but if the information is available, it should be entered here.
POSTCODE If entered, this field must be numeric.
WORK PHONE Enter the work phone number, if known.
FAX PHONE Enter the fax phone number, if known.
MOBILE PHONE Enter the
mobile phone number, if known.
EMAIL Enter a valid email address, if known.
OTHER KEY1, 2 & 3 These are user definable fields.
xFUEL & ALLOWED DISC (cpl) (INC-GST) For each fuel type, you must enter either a Y or N to state whether or not
this car may be used in respect of that fuel. For each fuel you enter a Y for, you may also enter a discount value. This will be the
value used to calculate the reimbursement to the site.
REBATE (cpl) (INC-GST) For each fuel type, you may also enter a rebate. This rebate
will be paid to the Creditor of your choice (see SPONSOR,
below). To enter a rebate, the fuel type must be enabled.
SPONSOR If you have entered one or more REBATE values, you must enter a SPONSOR. This entry must correspond to a Creditor and the
Creditor must be in the SPONSERSHIP
group. If there are no rebates, leave this field blank.
EXCEPTION HANDLING
(RED-FLAG) The Taxi exceptions
report normally tests for all the items listed under this heading. To disable
any of these tests (for this one card) enter a Y
against the test’s description. Eg. If you have a
customer who uses his card for multiple vehicles and you have chosen to give
him one card, you might wish to disable the test for multiple uses per day.
Several function keys are available while you enter
the Card information (not all are available all the time):
<F4> This allows you to enter a
note detailing any non-structured information.
<F10> This will end the input phase and cause HiFinance to
test the screen ready for update. Pressing <F10> can save you having to
press <Enter> all the way to the end of
the screen.
<ESC> This will abort the entry of
the Card. If you press <ESC>, the Card will not be saved
to the Taxi Card master-file.
