HiFinance 5


 

SECTION 1.1.1U.3 - ADD A NEW TAXI 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.

 

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 Driverís 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 Driverís 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.

 

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.

 

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.

 

FUEL & 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 testís 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.

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