Creates a new Fleet record with data identical to the tasks, parts, components, warranty and insurance information of the selected Fleet record. It also carries over all information from the detail form to the new Fleet record.
This toolkit streamlines the process of creating new Fleet records.
In the Fleet module, select the Fleet record you would like to copy.
Click the Toolkit and select Add Replica Record | Selected Record. The following pop-up appears asking for confirmation:
Click OK. A new screen appears asking for the New Fleet Code:
Enter the New Fleet Code. This value is required and must be unique.
Click OK. The Toolkit creates a new Fleet record, carrying over all form information, tasks, parts, components, warranty and insurance information associated with the original record to the new Fleet record.
Blank Eval Current Date | Current FIlter
Clears the Current Date field (evaluation fields) on all records in the current filterset.
Use the Filter tool to create a filter for the records you want to update.
Click the Toolkit and select Blank Eval Current Date | Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click OK to run the tool and clear the field. The Current Date field will be cleared on all records in the current filterset.
Blank Eval Current Date | Selected Record(s)
Clears the Current Date field (evaluation fields) for the records currently selected in the grid.
Click the Toolkit and select Blank Eval Current Date for Selected Records. The following pop-up will appear:
Click OK. The system clears the Current Date fields on all selected records.
Calculate Fleet Rate | Current Filter
Recalculates the Depreciation Amount, Book Value, Hourly Cost fields (cost related fields) and Used Cost field (evaluation fields) on all records in the current filterset.
Use the Filter to create a filter for the records you want to update.
Click the Toolkit and select Calculate Fleet Rate for Current Filter. A prompt similar to the following appears indicating the number of records that will be affected:
Click OK. The Depreciation Amount, Book Value,Hourly Cost, and Used Cost fields will be recalculated for all records in the current filterset.
Calculate Fleet Rate | Selected Records
Recalculates the Depreciation Amount, Book Value, Hourly Cost fields (cost related fields) and Used Cost field (evaluation fields) for all records selected in the Fleet grid.
Click the Toolkit and select Calculate Fleet Rate for Selected Record(s). The following popup appears:
Click OK. The Depreciation Amount, Book Value, and Hourly Cost fields will be updated for the selected record(s).
Calculate Fueling Averages | Current Filter
Recalculates the Avg Days/Amount, Avg Miles Amount, Avg Hours/Amount, Avg Other/Amount fields (summary fields) on Fueling records related to the Fleet records in the current filterset.
Use the Filter to create a filter for the records you want to update.
Click the Toolkit and select Calculate Fueling Averages | Current Filter. A prompt similar to the following appears indicating the number of records that will be affected:
Click OK. The Avg Days/Amount, Avg Miles Amount, Avg Hours/Amount, Avg Other/Amount fields will be recalculated for all fueling records related to all records in the current filterset.
Calculate Fueling Averages | Current Filter
Recalculates the Avg Days/Amount, Avg Miles Amount, Avg Hours/Amount, Avg Other/Amount fields (summary fields) on Fueling records related to the Fleet records selected in the Fleet grid.
Click the Toolkit and select Calculate Fueling Averages | Selected Records. The following popup appears:
Click OK. The Avg Days/Amount, Avg Miles Amount, Avg Hours/Amount, Avg Other/Amount fields will be updated for fuelings related to the selected record(s).
Calculate Hourly Cost | All Records
Calculates the Hourly Cost field (cost-related fields) for all records. The Houly Cost value represents the dollar amount required to run the vehicle for one hour.
Click the Toolkit and select Calculate Hourly Cost | All Records. A prompt similar to the following indicates the number of records that will be affected by the action:
Click OK. The tool runs and updates the Hourly Cost field on every Fleet record.
Calculate Remaining Useful Life | Current Filter
Prompts Lucity to update or recalculate certain Evaluation fields (see list below) on Fleet records in the filterset. These fields are used to summarize the vehicle's use and remaining life.
Lucity recommends that you run one of the Recalculate Fleet Summary Fields toolkits before running the Calculate Remaining Useful Life toolkit to ensure the system performs its calculations using the most recent odometer/meter readings.
Note: The system automatically updates a Fleet Inventory record and recalculates relevant figures each time a user saves a related record (for example, a Fueling, Work Order or Inspection record). Lucity makes this toolkit available to accommodate rare instances in which relevant data is imported or entered through other means.
The specific fields that are updated or recalculated are:
Risk (FL_RISK)
Current Date (FL_CUR_DT)
Amount Used Date (FL_AMT_DT)
Remaining Date (FL_REM_DT)
Used Odometer (FL_AMTODO)
Remaining Odometer (FL_REMODO)
Actual Odometer (FL_ACTODO)
Remaining Life (FL_RL_ODO)
Cost Per Odometer (FL_CP_ODO)
Maint Cost/Odometer (FL_MCPODO)
Used Hourmeter (FL_AMTHR)
Remaining Hourmeter (FL_REMHR)
Actual Hourmeter (FL_ACTHR)
Remaining Hour Life (FL_RL_HR)
Cost Per Hourmeter (FL_CP_HR)
Maint Cost/Hourmeter (FL_MCPHR)
Used Other Meter (FL_AMTOTH)
Remaining Other Meter (FL_REMOTH)
Note: This toolkit does not calculate Cost fields.
Click the Filter to create a filter for the records you want to update.
Click the Toolkit and select Calculate Remaining Useful Life | Current Filter. A pop-up appears indicating the number of records that will be affected by this action:
Click OK.
The system updates the Risk, Current Date, Amount Used Date, Remaining Date, Used Odometer, Remaining Odometer, Actual Odometer, Remaining Life, Cost Per Odometer, Maint Cost/Odometer, Used Hourmeter, Remaining Hourmeter, Actual Hourmeter, Remaining Hour Life, Cost Per Hourmeter, Maint Cost/Hourmeter, Used Other Meter and Remaining Other Meter fields on the records in the current filter. It also updates the Amount Used value.
Note: The toolkit has no effect on a Fleet Inventory record's Cost fields.
Calculate Remaining Useful Life | Selected Record(s)
Prompts Lucity to update or calculate certain Evaluation fields (see list below) on the selected Fleet records. These fields are used to summarize the vehicle's use and remaining life.
Lucity recommends that you run the Recalculate Fleet Summary Fields toolkit before running the Calculate Remaining Useful Life toolkit to ensure the system performs its calculations using the most recent odometer/meter readings.
Note: The system automatically updates a Fleet Inventory record and recalculates relevant figures each time a user saves a related record (for example, a Fueling, Work Order or Inspection record). Lucity makes this toolkit available to accommodate rare instances in which relevant data is imported or entered through other means.
The specific fields that are updated or recalculated are:
Risk (FL_RISK)
Current Date (FL_CUR_DT)
Amount Used Date (FL_AMT_DT)
Remaining Date (FL_REM_DT)
Used Odometer (FL_AMTODO)
Remaining Odometer (FL_REMODO)
Actual Odometer (FL_ACTODO)
Remaining Life (FL_RL_ODO)
Cost Per Odometer (FL_CP_ODO)
Maint Cost/Odometer (FL_MCPODO)
Used Hourmeter (FL_AMTHR)
Remaining Hourmeter (FL_REMHR)
Actual Hourmeter (FL_ACTHR)
Remaining Hour Life (FL_RL_HR)
Cost Per Hourmeter (FL_CP_HR)
Maint Cost/Hourmeter (FL_MCPHR)
Used Other Meter (FL_AMTOTH)
Remaining Other Meter (FL_REMOTH)
Note: This toolkit does not calculate Cost fields.
Select one or more vehicle records in the Fleet grid.
Click the Toolkit and select Calculate Remaining Useful Life for Selected Record(s). The following pop-up appears:
Click OK. Lucity updates the Risk, Current Date, Amount Used Date, Remaining Date, Used Odometer, Remaining Odometer, Actual Odometer, Remaining Life, Cost Per Odometer, Maint Cost/Odometer, Used Hourmeter, Remaining Hourmeter, Actual Hourmeter, Remaining Hour Life, Cost Per Hourmeter, Maint Cost/Hourmeter, Used Other Meter and Remaining Other Meter fields on the selected Fleet records. It also updates the Amount Used field.
Note: This toolkit does not update the Cost fields on the Fleet records.
Close Expired Insurance Cost Records | Current Filter
Checks all Insurance Cost records associated with the Fleet records in the current filterset to determine whether the policy has expired (i.e., Expiration Date < current date).
If the policy has expired, the system automatically checks the Closed field on those Insurance Cost records.
Use the Filter to create a filter for the Fleet records that you want to check.
Click the Toolkit and select Close Expired Insurance Cost Records | Current Filter. A pop-up similar to the following appears indicating the number of records that the tool will run against:
Click OK. The expired Insurance Cost records related to the selected Fleet record(s) in the current filterset will be marked as closed.
Close Expired Insurance Cost Records | Selected Records
Checks all Insurance Cost records associated with the Fleet records currently selected in the grid to determine whether the policy has expired (i.e., Expiration Date < current date).
If the policy has expired, the system automatically checks the Closed field on those Insurance Cost records.
Click the Toolkit and select Close Expired Insurance Cost Records | Selected Record(s). A pop-up similar to the following appears indicating the number of records that the tool will run against:
Click OK. The expired Insurance Cost records related to the selected Fleet record(s) will be marked as closed.
Create Purchase Request | Selected Record(s)
Creates a Purchase Request record with a Purchase Request Items child record for each Asset you select before running the toolkit. This toolkit is only available for use with assets that have a WO Category selected.
This toolkit is available in the following Asset Inventory modules:
Open the module containing the Asset(s) for which you want to create a Purchase Request.
Select one or more assets. This toolkit requires assets that have a WO Category selected.
Click the Toolkit and select Create Purchase Request | Selected Record(s). A pop-up similar to the following appears indicating the number of records the tool will be run against:
Select OK. The Purchase Request view opens and displays the created Purchase Request.
Open the Purchase Request to enter additional information as desired.
Click the to expand the Purchase Request to view the Purchase Request Item record(s) created for each Asset on which you ran the toolkit. Open the Purchase Request Item(s) to edit as desired.
Recalculate Travel Log Meter Readings using Miles/Hours | Current Filter
Recalculates the Starting/EndingOdometer and/or Hourmeter on all Travel Logs related to Fleet records in the current filterset. The Mileage and Hours used in each recalculated Travel Log will remain the same.
While this recalculation happens automatically if the Travel Log is deleted through Lucity Web, you must use this toolkit to force recalculation from a selected date on Travel Logs deleted through other methods.
Use the Filter to create a filter for the Fleet records on which you wish to update the Travel Log Odometer and/or Hourmeter Readings.
Click the Toolkit and select Recalculate Travel Log Meter Readings using Miles/Hours | Current Filter. The following pop appears asking you to confirm the number of records to be affected by running this toolkit:
Click OK. The following window opens:
Enter a Start Date (required). This tells the system the date from which to recalculate or reset the Starting Odometer and/or Hourmeter.
Click OK. The system will confirm that the tool successfully performed the following:
Recalculated the Travel LogStarting Odometer and/or Hourmeter from your selected Start Date.
Used the existing Mileage and/or Hours Used to recalculate the Ending Odometer and/or Hourmeter.
Recalculate Travel Log Meter Readings using Miles/Hours | Selected Record(s)
Recalculates the Starting/EndingOdometer and/or Hourmeter on all Travel Logs related to selected Fleet record(s). The Mileage and Hours used in each recalculated Travel Log will remain the same.
While this recalculation happens automatically if the Travel Log is deleted through Lucity Web, you must use this toolkit to force recalculation from a selected date on Travel Logs deleted through other methods.
How to add replica Fleet record for selected record
and select Add Replica Record | Selected Record. The following pop-up appears asking for confirmation:
tool to 
to expand the Purchase Request to view the Purchase Request Item record(s) created for each Asset on which you ran the toolkit. Open the Purchase Request Item(s) to edit as desired. 
