This report gives the current value of each vehicle in the fleet. Two values are given:

1. Book value based on standard depreciation.

2. Presumed current market value, calculated from an observed depreciation factor (entered into the screen for each run).

There are 3 versions of the Fleet Value Report. The reports are similar in that the following columns appear on all three versions:

Vehicle Number
VIN
Current Odometer Reading
Year
Model
Purchase Date
Capital Cost
Accumulated Depreciation
Current Value
Monthly Depreciation Amount Or Percent
Months Held

However, the remaining columns vary on each report. On the following chart, a "Y" (yes) or "N" (no) indicates whether or not the item is included on the particular version of the report.

Item

Fleet Value

Fleet Value 1

Fleet Value 2

License #

N

Y

Y

Current Location

Y

Y

N

Color

N

N

Y

Loan Amount

Y

Y

N

Prepaid Fees

N

N

Y

Net Capitalized Cost

N

N

Y

Sales Base

Y

N

N

Regardless of your selection parameters, this report excludes all foreign vehicles and vehicles whose Status Code is S (Sold). Because the Vehicle Depreciation Report includes vehicles that were sold in the current month, the Fleet Value Report is the one used to reconcile to General Ledger vehicle accounts.

As with many CARS+ reports, you may enter selection criteria which may result in no vehicles being reported. As an example, if you only began to use Ford products in 1998, the following selection criteria would probably exclude all vehicles;

Make FORD

Cutoff Purchase Date 12-31-97

Therefore, it is suggested that you accept the screen default values for all but one or two selection fields.

To access the Fleet Value Report 1 program, type FLTVAL2 (RET) at any menu "OPTION:" field or the appropriate line number on the Fleet menu. The screen will then display:

OPTION: __ FLEET VALUE REPORT 2

1 Start Veh # FIRST
2 End Veh # LAST
3 Location ALL
4 Class ALL
5 Make ALL
6 Cutoff Year 04
7 Cutoff Purchase Date LATEST
8 Odometer
9 Miles to grounding 999999
10 Cutoff grounding date LATEST
11 Owning Location ALL
12 Mo. holding percent
13 VIN selection
14 Sort Order PURCHDATE (VEHICLE, LOCATION, CLASS, LICENSE, VIN,
VINLAST8, OWNLOC, PURCHDATE, GROUNDDATE,
ELIGDATE, MAKEMODEL)
15 Print/Display P Printer: prtspool



1BEGIN 2 3ERASE 4 5BACKUP 6 7HELP 8

Enter data as follows:

1. START VEH#

Enter the vehicle unit number of the first vehicle to be reported. Press RET to default to the FIRST Vehicle Number.

EXAMPLE: Type 14090 (RET)

2. END VEH#

Enter the vehicle unit number of the last vehicle to be reported. Press RET to default to the LAST Vehicle Number.

EXAMPLE: Type 14200 (RET)

3. LOCATION

Enter up to 6 alphanumeric characters to indicate the Current location of the vehicles to be reported.

Enter:

1. Up to 6 alphanumeric characters to select a single pick-up location.

2. A Group Name representing several locations (see the Chapter Edit Group Names for a discussion on location groups). Remember, the first character of a Group Name is the plus sign "+".

3. Press RETURN to accept the default location.

EXAMPLE: Type TUS (RET)

4. CLASS

Enter up to 4 alphanumeric characters to select the Class Code. Press RET to default to ALL Classes.

EXAMPLE: Type E (RET)

5. MAKE

Enter up to 8 alphanumeric characters to select the Make of the vehicle. Press RET to default to ALL Makes.

EXAMPLE: Type FORD (RET)

6. CUTOFF YEAR

Enter 2 numeric characters to indicate the model cutoff year. Vehicles with this model year or older will be included in the report. Press RET to default to 99.

EXAMPLE: Type 04 (RET)

7. CUTOFF PURCHASE DATE

Using your selected date format, enter the cutoff purchase date. Vehicles with this purchase date or older will be included in the report. Press RET to default to LATEST.

EXAMPLE: Type 033104 (RET)

8. ODOMETER

Enter up to 6 numeric characters to indicate the cutoff odometer reading. Vehicles with the current odometer value the same or greater will appear on the report. Press RET to default to zero.

EXAMPLE: Type 50000 (RET)

9. MILES TO GROUNDING

Enter up to 6 numeric characters to indicate number of miles. The value you enter will be used to select vehicles for this report. If the difference between the scheduled grounding mileage and the current odometer is less than the amount entered in this field, this vehicle will be eligible to be reported. Press RET to accept the screen value of 999999 and thus exclude miles to grounding as a selection criteria.

EXAMPLE: Type 2000 (RET)

10. CUTOFF GROUNDING DATE

Using your selected date format, enter the cutoff grounding date. Vehicles with a grounding date earlier than this date will be included on the report. Press RET to default to LATEST and make all vehicles eligible to be reported.

EXAMPLE: Press (RET)

11. OWNING LOCATION

Enter up to 6 alphanumeric characters to indicate Owning Location Code. Press RET to default to ALL locations.

If your organization is set up to use fleet pools and your default location references a fleet pool, this field defaults to the appropriate pool location. Otherwise, this field will show your default location.

Enter:

1. Up to 6 alphanumeric characters to select vehicles owned by a single location.

2. A Group Name representing several locations. (The first character of a Group Name is the plus sign "+".)

3. Press RETURN to default to ALL locations.

Note: Your user access may be limited as to the locations for which you can run this report. If your access is restricted and you attempt to enter a location or location group which is outside your allowed parameters, the following message will be displayed at the bottom of the screen and your selection will be ignored:

RESTRICTED REPORT LOCATION

EXAMPLE: Type TUS (RET)

12. MO. HOLDING PERCENT

Enter up to 6 numeric characters to indicate an observed monthly depreciation percentage based on actual market conditions. This percentage is used to calculate a sales base (current market value) for each vehicle. The formula for calculating sales base is:

Sales Base = Capital Cost - Holding Cost

Holding Cost =

Cap Cost - (Cap Cost x Mo. Holding % x Months Held)

Note: Months Held includes fractions of a month calculated through the current system date.

EXAMPLE: Type 1.75 (RET)

13. VIN SELECTION

This field is used to select vehicles by VIN numbers. See introduction to the Fleet Menu section for instructions on the use of this field. By leaving this field blank, all VIN numbers are included.

14. SORT ORDER

Enter one of the following words to select the sort order. You MUST type the entire word. NO abbreviations.

VEHICLE - Sort by the Vehicle Number.

LOCATION - Group by current location and sort by Vehicle #.

CLASS - Group by Class Code and sort by Vehicle #.

LICENSE - Sort by License Number. *

VIN - Sort by the full 17 characters of the VIN #. *

VINLAST8 - Sort by the last 8 characters of the VIN #.

OWNLOC - Group by Owning location and sort by Vehicle #.

PURCHDATE - Group by purchase date and sort by Vehicle #.*

GROUNDDATE - Group by grounding date and sort by Vehicle #.*

ELIGDATE - Group by eligibility date and sort by Vehicle #.*

MAKE/MODEL Group by Make and within Make sort by Model *

* The sort options marked with an asterisk require more processing time of the computer than the other choices. This is because they involve data fields that are not part of the index structure of the Vehicle File.

EXAMPLE: Type LOCATION (RET)

15. PRINT/
DISPLAY

Enter:

P = Print a hard copy of this report on your terminal's assigned printer. See the Edit Terminal Records Chapter for instructions on how to assign printers.

D = Display this report on your terminal screen. See the General Data Entry Instructions chapter on how to control the screen display.

EXAMPLE: Type P (RET)


The screen will then display:

OPTION: __ FLEET VALUE REPORT 2

1 Start Veh # 14090
2 End Veh # 14200
3 Location TUS
4 Class E
5 Make FORD
6 Cutoff Year 04
7 Cutoff Purchase Date 03-31-04
8 Odometer 50000
9 Miles to grounding 2000
10 Cutoff grounding date LATEST
11 Owning Location TUS
12 Mo. holding percent 1.75
13 VIN selection
14 Sort Order LOCATION (VEHICLE, LOCATION, CLASS, LICENSE, VIN,
VINLAST8, OWNLOC, PURCHDATE, GROUNDDATE,
ELIGDATE, MAKEMODEL)
15 Print/Display P Printer: prtspool



1BEGIN 2 3ERASE 4 5BACKUP 6 7HELP 8

PRESS "F1" AT "OPTION:" TO BEGIN PRINTING.