Definition of Fleet Management: Optimising fleet availability, reliability and utilisation to drive higher fleet profitability is core to being competitive in today’s fleet industry.

Fleet Management is a comprehensive fleet management solution that enables organisations to accomplish a series of specific activities in the management of any or all aspects relating to a fleet of mobile equipment. The latter can include equipment such as vehicles, trucks or buses operated by a company, government, or other organisations. These specific activities encompass all aspects ranging from vehicle acquisition through operation, maintenance and disposal. PwC Fleet is a complete solution covering 360° fleet management, all embedded with financial, supply chain, HR and OHSE functionality.

Purple WindowFleet management operates as an integrated information system. It does not only gather, store, process, monitor and report fleet activities such as maintenance, accidents warranties and utilisation, but also includes contract (lease) management, short-term rentals, billing and financial reporting across the fleet and organisation.

The Puple Window Fleet solution has been architecture within the Microsoft Dynamics AX framework. It therefore makes full use of all the flexibility, security, user management and optimisation tools offered by Microsoft through the Microsoft Dynamics AX platform. It re-uses Dynamics AX functionality, flexibility and security. The PwC Fleet solution is an industry vertical that focuses on fleet management of mobile equipment and has been built using PwC's extensive experience in this industry. It makes full use of the ERP functionality offered by Microsoft via Dynamics AX as well as the Enterprise Asset Management (EAM) functionality offered by Purple Window through its 360 Strategic Asset Management product.

The following key functionalities are included:

  • Financial management – This full financial module offers all the rugged functionality expected from a tier-one product.
  • Fleet asset management – The heart of Purple Window Fleet Management, fleet asset management focuses on managing mobile fleets and equipment. It drives fleet utilisation and optimisation through effective fault management, maintenance controls and fleet planning.
  • Fleet case management – This module includes the functionality to group all end-user activity into a single control mechanism. It integrates across the entire organisation and all other sub-modules to deliver an integrated view of customer and user activities.
  • Fleet lease contract management – Various types of lease models are supported, including, for instance, options such as Full-maintenance Lease (FML), operational lease, managed maintenance, and roadside assistance.
  • Fleet rental contract management – The rental contract functionality is used for short- and long-term contract management.
  • Operator management – Manages equipment operators such as drivers, pilots, etc.
  • Customer relationship management – This module is holistically focused and manages the client integration portion of the business.
  • Supply chain management – Full-cycle supply chain and logistics management.
  • HR management – A complete HR module is available, with integration points for country-specific payroll.
  • Risk management – Risk management runs across the entire fleet and organisation and allows for the identification and management of all risk types.
  • Corporate BI and dashboards – A set of standard reports, dashboards and pivot tables is available in the product.
  • Mobility – Operational, maintenance and inspection tasks can be accessed and completed via a mobile device.

Fleet Graphical Views

Fleet Management

Fleet-Management is Purple Window's Fleet Management Vertical, which deliver 360° asset management by combining Asset Life cycle Management functionality with traditional ERP functionality. Fleet-Management is embedded in the Microsoft Dynamics AX Architecture.

Fleet 360° Asset Management View

The following graphic illustrates a 360° Asset Life cycle Management View.


Fleet Operations

The following graphic illustrates the breakdown of Fleet Operations.


Fleet Centric Dashboard

The following graphic illustrates the breakdown of the various Fleet dashboards.


Fleet Management Features

Fleet has the following product supporting features that integrates with Dynamics AX.

Product functions

Key functions supported for Fleet Management

Contract Management

The contract management module allows for registration, quotation, management, billing and retirement of contracts. The module support a comprehensive set of billing rules and calculations for a wide variety of contract types.

For more information on Contract Management and the step by step create process, refer back to: About Contract Management

Key functions of Contract Management include:

  • Providing support for Lease Contracts.
  • Providing support for Rental Contracts.
  • Providing support for Service Level Contracts (SLA).
  • Providing support for Maintenance and Repair Contracts (MARC). (Maintenance Management)
  • Supporting best-practice template configuration to simplify/streamline the creation of new contracts. (Define of Event templates)
  • Creating, managing and monitoring of all contracts.
  • Reporting on contract expiry and asset availability after contract.

Lease Management

The Leasing Module provides a complete end-to-end solution for all companies that lease out mobile assets. It supports all steps in the financing contract life cycle from a financing opportunity for a lease to an offer going over to mid-lease changes and resulting in end-of-lease options.

Key features of Lease Management include:

  • The lease payment schedule: The payment schedule is an overview of lease and provide at a glance all key information regarding the state and current values of a lease. It include the original values of the lease contract, payment calculated based term and residual value. Date a payment was billed, invoiced and paid. The payment schedule support both fixed and variable interest rates.
  • Contract amendments: Mid-lease changes is inevitable. Fleet-Key Lease Module provide functionality that will support contract amendments required. Amendments supported include capital adjustments, payment hold / payment holidays and interest rate adjustment.

For more information on Lease Management and the step by step create process, refer back to: About Lease Management



Fuel Management and Fuel card integration

Computing power is essential for a company to truly understand what is being spent where and by whom. Using Fleet- Fuel Management and Fuel Card integration to identify drivers who have a heavy right foot or whose vehicles are using too much fuel can pay real dividends.

Data captured in the system can be analysed by vehicle, driver, date, fuel type and economy among a range of other factors to get an exact picture of where a fleet's money is being spent on the road. Fuel cards can be issued against a driver or a specific vehicle. Fuel transactions can easily be uploaded from the service provider and automatically be captured and reconciled against the related Contract or Operation.

For more information on Fuel Management and the step by step create process, refer back to: About Fuel Management

Key features of Fuel Management include:

  • Fuel cards issued against drivers or vehicles.
  • Fuel card transaction uploads and reconciliation.
  • Fuel transactions analysed by vehicle, driver, date, fuel type and economy among a range of other factors.



Tyre Management

Tyre Management aims to optimise the useful life tyres by tracking its location and longevity. It automates the day-to-day tasks of ensuring that tyres are inspected, rotated, repaired and re-threaded in a manner that maximises their life expectancy.

Tyre Management also provides comprehensive analysis of tyre wear rates, life expectancy, forecast replacement and rotation.

For more information on Tyre Management and the step by step create process, refer back to: About Tyre Management

Key benefits of Tyre Management include:

  • Tracks the position and history of every tyre in its position on the vehicle.
  • Ensures regular inspection of tread depth and tyre pressure to maximise tyre life.
  • Generates alerts when any situation arises that compromises tyre life.
  • Enables tyre wear rates to be compared across vehicles, drivers and tyre manufacturers.
  • Allows tyre inspections to be done at the vehicle using mobile devices or mobile phones.

Key features of Tyre Management include:

  • Tracks all tyre movements and inspections for the life of the tyre.
  • Represents tyre location by structural representation of the vehicle configuration.
  • Supports inspections in the field via mobile devices.
  • Reports and graphs for analysis include:
    • Tyre wear cost;
    • Expected tyre life;
    • Residual tyre value.
  • Replacement forecast and recommended rotation.



Permit Management

Through effective permit management, organisations ensure that they are compliant with government and internal governance policies. The Permit Management module enables organisations to manage, monitor, track and report across business functions and departments. This covers permits, licenses and certificates as well as all related business activities related to maintenance, operational, contract and asset compliance.

For more information on Permit Management and the step by step create process, refer back to: About Permit Management

Key functions of Permit Management include:

  • Issuing permits, certificates and licenses which are then associated with business roles, employees, assets, and business activities (tasks) such as maintenance, contracts and operations.
  • Validating and tracking of permits, licenses and certificates according to expiry dates.
  • Monitoring of renewals, expiry dates and compliance on an on-going, up-to-date basis.
  • Issuing permits or certificates for the granting of special permissions to perform selected business activities.
  • Enforcing permits through best-practice template configuration.



Operations Route Management

The operations route management functionality allows logistics and distribution companies to become efficient by planning their transportation routes and schedules.

For more information on Operations Route Management and the step by step create process, refer back to: About Operations Management

Key functions of Operations Route Management include:

  • Builds fixed routes to be re-used across different operations
  • Single day, multi-day and one-way routing capabilities.
  • Financial analysis of routes and fleet operations.
  • Interfaces to real-time tracking.
  • Street-level, turn-by-turn driving directions through Bing Maps.
  • Simultaneous scheduling of drivers, trailers, trucks and vans.
  • Vehicle tracking through arrival and departure times.

The route management solution is fully integrated with Microsoft Bing Maps. Key functions of Bing Maps Integration include:

  • View the route on a Map.
  • Street-level, turn-by-turn driving directions.
  • Driving directions can be emailed or send via SMS to Drivers.

Fleet Integration

Fleet solution integrates into the following Microsoft Dynamics solutions:

·         Integration to Microsoft Dynamics AX Purchase Ledger

·         Integration to Microsoft Dynamics AX Sales Ledger

·         Integration to Microsoft Dynamics AX General Ledger

·         Integration to Microsoft Dynamics AX Fixed Assets

·         Integration to Microsoft Dynamics AX Human Resources

·         Integration to Microsoft Dynamics AX Product Information Management

·         Integration to Microsoft Dynamics AX Stock and Warehouse Management

·         Integration to Microsoft Dynamics AX Project Management and Accounting