Swiss Fuel Primary User's Manual

Things your should know while creating a policy:

1. Single Active Policy per Supplier: Each supplier may have only one active policy at a time, regardless of start and end dates.
2. Creating a New Policy:
   • Supplier Selection: Use the currency dropdown to list suppliers. Only those suppliers are listed that meet these criteria:
     • They do not have any active policies.
     • They have at least one active EFS/Comdata account.
     • Its pricing files and transactions both have retail price.           
     • If it is not Ultramar.
   • Policy Dates:
     Start Date and End Date must be in the future and cannot be today's date.
   • Default Status: New policies are INACTIVE by default.
   • Activation: Once set to ACTIVE, a policy is effective from the specified start date.
3. Policy Modifications:
   • Restrictions on Effective Policies: After a policy’s start date, it cannot be modified. However, it can be deactivated.
   • Example Scenario:
     If an active policy for a supplier (e.g., Esso) is nearing expiration and changes are required, deactivate the existing policy and create a new one to reflect these updates.
4. Currency Consistency: A policy cannot contain suppliers with differing currencies.
5. Adjustment Methods: Defines how margin will be adjusted. Please contact your project associate to know more about following options.
   • Capping 
   • Flat
   • Cut-off Trigger