To access the General Tab:
From the Master Menu, select the Vehicle rentals option and Company required.
The VEHICLE RENTALS Menu is displayed.
Select the Reservations option.
The Reservations and Availability form is displayed.
Select the 
icon.
The Open Agreement form is displayed.
Locate the required agreement using the appropriate selection criteria and select the Open command button.
The Maintenance Agreement form is displayed and focussed automatically on the General Tab.
The General Tab is the first and default tab within the maintenance agreement form. The following fields are contained within this form.
Offsite: Consists of two distinct fields. This is the offsite date and time for the vehicle rather than the start of maintenance agreement period. The system holds two distinct sets of dates: the From and To dates (determined at the Booking stage) and the Offsite and Onsite dates. The latter two dates initially default from the From and To dates but may be changed to reflect if the vehicle actually leaves the depot/site earlier or later than the agreed maintenance period dates. In this way, the offsite/onsite times may be recorded (and the Offsite date recorded on the printed agreement) to assist in possible future disputes regarding speeding/parking fines, etc.
The
button may be used to invoke a monthly diary form in order to assist in establishing alternative date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary form. A double-click on the appropriate day of the month enters this date into the appropriate date field. Tab or click with the mouse to move to the time field.
The second Offsite field displays the offsite start time. The system initially defaults-in the From time held within the Booking.
Onsite: Consists of two distinct fields. This is the vehicle return onsite date and time for the vehicle rather than the end of maintenance agreement period. The system holds two distinct sets of dates: the From and To dates (determined at the Booking stage) and the Offsite and Onsite dates. The latter two dates initially default from the From and To dates but may be changed to reflect if the vehicle actually leaves the depot/site earlier or later than the agreed maintenance period dates. In this way, the offsite/onsite times may be recorded (and the Offsite date recorded on the printed agreement) to assist in possible future disputes regarding speeding/parking fines, etc.
The
The second Onsite field displays the onsite start time. The system initially defaults-in the To time held within the Booking.
Agreement reference: This field may be used during the agreement search routine to help identify the agreement being searched for. If it is left blank then the system generates the content of the field automatically: if a driver name is known then it is placed into this field; if a company name is known then it is used in preference to the driver name; if driver or company names are not known at this stage then the system uses the Sales ledger account name.
To override automatic completion of the field required search text required should be entered. Any text stored in this field when the booking is saved prevents the system from automatically populating the field.
Authorisation: The purchase order number.
Insurance: The insurance flag to denote whose insurance is to be used for the maintenance period. The drop-down-arrow button to the right of the field displays the three available selections:
Driver's: Used to denote that the insurance of the driver of the vehicle is to be used for the agreement.
Tip: If Driver insurance is selected then the system validates that driver insurance exists in the Customer's own insurance details group box against the Driver Rental record (MK.drive). If the appropriate details do not exist then the agreement cannot be progressed.
Our's: Used to denote that the rental company's own insurance is to be used for the agreement.
Company's: Used to denote that the insurance of the company maintaining the vehicle is to be used for the agreement.
International: Denotes that the maintenance agreement allows international movement for repair.
Name: The full company name associated with the selected Sales Ledger account. This field cannot be edited.
Address: The full five lines of address associated with the selected Sales Ledger account. This field cannot be edited.
Postcode: The postcode associated with the selected Sales Ledger account. This field cannot be edited.
Telephone: The telephone number associated with the selected Sales Ledger account. This field cannot be edited.
Comments: Provides a small notes area in order that free-format text may be stored against the agreement record. These notes remain with the agreement until it is deleted. These comments may be printed on the agreement if required.
Tip: If the quick mail option is being used then the first three lines of the comments are included on the standard message; although users should be aware that the system does allow for alteration of the standard message text.