A. Change Request

1. Customer Fleet is allocated limits per month. When the Customer Fleet limit is fully utilized before the rollover, the user should be able to set a temporary limit for X Days.
2. The limit should revert back to the original fleet limit after the X days has been completed.
3. The temporary limit change will be done by OTG for all customers (Mobil and OTG).
4. Add audit notes when Temporary limits are set capturing user and DateTime and Temp limit amount.
5. Temporary limits can be set up multiple times for one fleet during the rollover period

B. Current Behaviour

When a fleet limit exceeds, currently users with credit limit override access can authorize the excess refueled amount. However, there is no control by vehicle and amount. Users with access can override any customer or any amount. This needs to be a controlled behaviour.

C. Logic

1. If the monthly limit is set to $250 and on the 15th day of the month the customer has fully utilized this, the User can set the Temp limit of $100 for 10 days. User can make use of this limit from the date the limit was set until the next 10 days
2. If the monthly limit is set to $250 and on the 25th day of the month the customer has fully utilized this, the User can set the Temp limit of $100 for 10 days. Users can make use of this limit from the date until 10 days or until the next rollover whichever comes first.

D. Test Plan

Link Business Solutions has 2 Fleet with the below-set limits

1. JA911 Fleet Limit: $250/Month
2. JP818 Fleet Limit: $500/Month

Scenario 1

On the 21st of January, JA 911 has fully utilized its limit of $250. Assuming Link is a Mobil customer, and Mobil approves a Temp Limit of $100 for 8 days for this Fleet for this customer, the customer can utilize the $100 from 21st  January to 28th January. If $100 is not fully utilized until 28th Jan, on the 29th Jan the available limit would have been reverted to 0 since $250 has already been used. 

Scenario 2

On the 22nd of January, JP 818 has fully utilized its limit of $500. Assuming Link is a Mobil customer, and Mobil approves a Temp Limit of $100 for 10 days for this Fleet for this customer, the customer can utilize the $100 from 22nd  January to 31st January. On the 1st of Feb when the credit limit rolls over, even though the temp limit is still valid, we will revert the available credit to $500.

Scenario 3

On the 21st of January, JA 911 has fully utilized its limit of $250. Assuming Link is a Mobil customer, and Mobil approves a Temp Limit of $100 for 8 days for this Fleet for this customer, the customer can utilize the $100 from 21st  January to 28th January. If $100 is not fully utilized until 28th Jan, on the 29th Jan the available limit would have been reverted to 0 since $250 has already been used. Mobil set another temp limit of $100 for 4 days in the same period. Customers can not make use of this $100 from 29th to 31st January. On February 1st, the limit for this vehicle would rever back to $250 for the month of February.

Hi Vineet,

Refer to figure 1. We will need to do the following:

1. Add a tab to hold Temporary Limits. Fields: Date, Description, Amount, "number of days", "user created"
2. Change the validation to handle temporary limit - if valid and available
3. Add a note to the security override that Temporary Limit was used

Figure 1 - Proposed Change for Temporary Limit

-- Discussion with Sanjay the following was agreed--

1. The temporary limit will have the following fields: Date From, Date to, Amount.
2. The temporary limit will only be used if the fleet card limit has been fully utilized.
3. The available limit will be based on the Standard limit + temporary limit for the applicable date range.
4. Once a temporary limit has been used, it cannot be added.
5. Temporary limits can be used on any configured product categories.

Hi Guys

The below email has been sent to the OTG Projects team for Approval

--Email Content--

Bula Team

Further to our discussion with the Development team after reviewing the requirement to increase the limit for X number of days within a period below are the complexities that will be introduced:

1. If there are multiple limits added for specific dates, and the transaction volume is huge, the reconciliation on which limit was used for which transaction would be very difficult to manage. 
2. One vehicle can fuel up using 2 temporarily, for Example for Vehicle XX:001 a temporary limit was set for $100 from Feb 15th to Feb 20. The vehicle fueled up on the 16th and used $80. Now on the 20th, the vehicle wants to fuel up again for $70 hence the limit is increased again from 20th to 28th Feb by $100. Now, this transaction is using 2 limits, $20 from the first one and $50 from the second limit. Now image reconciling this for over multiple fleet.

To overcome this reconciliation issue, we are proposing the below design. 

1. Users can set up a temporary limit without selecting any dates.
2. The Limit set will be valid for the current rollover period.
3. If this limit exceeds, the user can set up another limit for the approved amount.

With this design, we will track the entry date by the system and the user will only enter the temporary limit for the fleet. This limit will be available for use for all product categories defined for the fleet. The fleet limit would reset at the end of each rollover. Please review and advise if this design is acceptable by OTG and Mobil before we proceed further.

Regards
Vineet

---End of Email--

PART B - Development work for this case has been completed.

1. The change will be available in version:12.32.0304

2. The following changes were made(Include Database object names, Program classes, and any other relevant information):

1. Added a new tab in Fleet Management, next to "Vehicle Mileage: called "Vehicle Additional Credit Limits" - See figure 1
2. Users can add "Additional Credit limits" to an existing limit for the current credit limit period
3. When editing Credit Limits, the Notes section (Label 2) keeps an audit trail of changes
4. Changed the "POS Credit Limit" authorization to take into account any extended limits
5. Added this new form to Replication
6. Security for "Additional Credit Limit" is the came as security for "Credit Limit"

3. Affected Areas:

1. Customer Fleet Management

4. The issue was caused by:

1. Improvement

5. Notes: 

a. If the user has access to override the Credit Limit, the Additional credits won't matter. You should remove this access if you don't want to exceed the Credit Limit or "Additional Credit Limit"

Figure 1 - "Additional Credit Limits"

6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): 

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PART C - Development Reference (Place descriptor for objects changed):

1. Changes implemented was according to the approved design (Y/N): Y

2. Other relevant notes: Changes to design approved by Nikhil and Vineet. See comment 5