Send monthly usage to your ERPNew
Send each month's kilometres, hours, bookings and charges by vehicle and cost centre to your ERP, and understand when a month closes.
Vectis can send your ERP a monthly summary of vehicle usage by cost centre, for internal charging and replacement planning. The Monthly usage card appears on connections that send usage: CSV file, signed webhook, REST API (when a usage path is set in its settings) and TechnologyOne connections.
You need the Manage ERP connections permission to change the settings.
What is sent
For each vehicle and cost centre in a month:
- kilometres and engine hours
- pool bookings, booked hours and booked kilometres
- the charge, worked out from your charge-out rates
- the vehicle's cumulative odometer and engine hours
The figures match the internal charging report.
Set it up
Open the connection
Go to Settings → Integrations → ERP connections, open the connection and find the Monthly usage card on the Overview tab.
Choose Charge usage to
Select The booking's cost centre or The vehicle's cost centre.
Set when a month closes
Month closes after (days) is the number of days after month end, so late trips are included. The default is 5.
Set the re-check period
Re-check closed months for is how many months back Vectis looks again. The default is 2. If a closed month's figures change, the change is sent once as a correction, not as a duplicate.
Select Save
Where to see it
Usage items appear on the Delivery history tab labelled Usage. Fix and resend them the same way as other items: see Read the sync status screen and fix failures.