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Prior to setting up Motor Pool reservations, it’s important to establish the rates that will apply to those reservations.
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| Note |
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All assets have to be assigned a class code. If you are not using specific Asset Class Codes , then all assets are added using a default class code and all of your assets would be subject to the one category for Motor Pool Rates. For more information on asset class codes, refer to Asset Class Table of Contents. |
| Table of Contents |
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Create a New Category
Prior to creating reservations, create the asset categories and rates. The steps below will assist in creating categories for motor pool.
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Repeat steps 1-8 as many times as necessary until all the applicable categories are added.
Add Rates to Categories
Once the categories are created, reservation rates can then be added to them for use when charging for reservations. Follow the instructions below to add reservation rates to categories.
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The rates for each category can be viewed by expanding the category in the reservation rates list.
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Edit Categories
Sometimes edits might need to be made to categories. The below sub-sections will explain how to make edits and delete categories.
Change Category Items
Click on Rates under the expanded Motor Pool section of the main menu
Click on the Category title to be edited
The following can be edited:
Category Name - Click in the Name field and make edits. Hit enter, tab out of the field, or click the check mark to save the changes
Class Codes - Add New Class Codes or Delete existing Class Codes
Add Class Codes - See section above
Delete Class Codes - Click the trash can icon next to the class code to remove the class code from the category
Delete Category
Click on Rates under the expanded Motor Pool section of the main menu
Click the trash can icon next to the category to delete it
Edit Rates
Change Rate Fields
Click on Rates under the expanded Motor Pool section of the main menu
Expand the Category to access the rates
Click on the rate to be edited
Change or adjust the following:
Description
Unit of Measure
Rate Amount
Add Cost Per Mile
Add Fuel Cost
Add Late Charge
Changes are saved as they are made and a message bar appears at the top of the screen stating Rate Updated
Delete Rates
Click on Rates under the expanded Motor Pool section of the main menu
Expand the Category to access the rates
Click the trash can icon next to the rate to delete it
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