Tutorial
Maintain vehicle operating records
Create or open Vehicle and confirm its registration and ownership information.
Before you start
Maintain vehicles, drivers, service activity and operating logs. Use the fleet work area to connect vehicle information to maintenance, fuel, expenses and logistics without duplicating the financial records.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Step-by-step instructions
- Create or open Vehicle and confirm its registration and ownership information.
- Associate the applicable driver and operating information through the supported records.
- Record Vehicle Log or service activity with dates, odometer, fuel and relevant expense details.
- Review maintenance and related delivery activity for the vehicle.
Check the result
Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.
Troubleshooting
A vehicle log captures operation; payment and accounting allocation follow their own records.
If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.