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Lease Notifications and the Mileage Projection Report

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Module: Systemadministration → E-Mail Einstellungen → „Leasing" and „Berichte" tabs (System Administration → Email Settings → Leasing / Reports)

Audience: Fleet managers

Required permission: system.mail_settings

Overview

FMWeb monitors your lease contracts and informs you by email about:

  1. Expiring contracts – in good time before the contract ends
  2. Over-mileage contracts – the mileage projection exceeds the contract mileage
  3. Under-mileage contracts – the vehicle is used significantly less than agreed
  4. Consolidated mileage projection report – a single summary mail with all noteworthy vehicles

Unlike the HU/UVV reminders, lease notifications do not go to the drivers, but to a user you designate (e.g. the fleet manager), optionally with a CC address.

The „Leasing" (Leasing) tab

  1. Turn on „Warnungen per E-Mail zu Leasingvertragsabweichungen aktivieren?" (Enable email warnings about lease-contract deviations?) (master switch for this area).
  2. Expiring contracts:
  • Enable „E-Mail zu auslaufenden Verträgen senden?" (Send email about expiring contracts?)
  • Vorlaufzeit in Tagen (lead time in days) (7–360)
  • Select an email template
  • „Empfänger auswählen" (Select recipient) – the user who receives the warnings
  • Optional „CC Empfänger eintragen" (Enter CC recipient)
  1. Advanced contract usage („Erweiterte Funktionen zur Vertragsnutzung aktivieren?", i.e. Enable advanced contract-usage functions?):
  • „E-Mail nicht in den ersten Monaten versenden" (Don't send email during the first months) – young contracts do not yet have a meaningful projection; typically 3–6 months
  • „Erneute Prüfung nach wie vielen Tagen" (Re-check after how many days) – repeat interval, so that the same warning does not arrive every day
  • „Überfahrung ab wie viel Prozent melden?" (Report over-mileage from what percentage?) – e.g. 105 = warning as soon as the projection reaches 105 % of the contract mileage (+ template)
  • „Unterfahrung bis wie viel Prozent melden?" (Report under-mileage up to what percentage?) – e.g. 80 = warning at significant under-utilisation (+ template)
  1. Save.

The „Berichte" (Reports) tab – the consolidated mileage projection report

Instead of many individual warnings, you receive a single summary mail with a table of all noteworthy vehicles (the template can iterate over the vehicles with {{ for vehicle in vehicles }}, article 03).

SettingMeaning
„Konsolidierten Kilometer-Hochrechnungsbericht versenden?" (Send consolidated mileage projection report?)Activates the report
Email templateTemplate with a vehicle loop
CC recipientAdditional address
Minimum overrun in percent (e.g. 105)Vehicles below this projection do not appear
Minimum contract term in daysHides contracts that are too young
Repeat interval in daysInterval between two reports

The report goes to the sender user chosen under „Allgemein" (General) (plus CC).

Prerequisites for correct projections

The mileage projection comes from the KFZ-Info calculation (article 14). For it to be accurate, FMWeb needs:

  • Maintained lease contracts on the vehicle (term, contract mileage)
  • Regular odometer readings – e.g. from the Tankkarten-Import (fuel-card import) or driver responses

A graphical overview of the return risks in euros is additionally provided by the Leasing-Rückgabe-Cockpit (lease-return cockpit) (article 13).

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AH
Written by Alexander Hagemann
Updated:
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