The primary reason for using form is to locate and retrieve an existing miscellaneous invoice or credit document record by way of selecting one or more of the available selection criteria fields.
What do you want to do?
To access Miscellaneous Search:
From the Master Menu, select the Vehicle rentals option and Company required.
The VEHICLE RENTALS Menu is displayed.
Select the Misc. Invoicing/Credits option.
The Miscellaneous Invoicing form is displayed.
Select the 
icon.
The Miscellaneous Search form is displayed.
This form is divided into four parts that are as follows:
In addition to displaying the form name the Title Bar displays a number of other useful identification criteria and buttons.
The Miscellaneous Invoicing dialogue box contains a number of group boxes displaying the following information:
Record: If the required invoice or credit note record number is known then it may be entered manually in this field and the Open command button selected; the record is then opened.
Search criteria Group Box:
Displays a number of selection criteria fields which may be used on their own or in conjunction with each other in order to locate the required miscellaneous invoice/credit(s).
Agreement: A miscellaneous invoice or credit may be linked directly back to an existing agreement within the rental system. If the agreement number is known for the associated miscellaneous invoice or credit then it may be entered manually in this field and the Open command button selected. Any miscellaneous invoices or credit attached to the agreement record are displayed.
Account: A miscellaneous invoice or credit may not be necessarily linked directly back to an existing agreement within the rental system but may simply have been created against a sales Ledger account. If the Sales Ledger account code is known for the associated miscellaneous invoice or credit then it may be entered manually in this field and the Open command button selected. Any miscellaneous invoices or credit attached to the Sales Ledger account are displayed.
Registration number: A search may be carried out against the registration number of the vehicle allocated against the miscellaneous invoice or credit. This is a wild card type search field; a partial registration number may be entered provided the remaining ??? characters are kept intact e.g. VK03???.
Document No: The miscellaneous invoice or credit note may be known (it may be quoted from the physical document itself); if so, the document number may be entered manually in this field and the Open command button selected to retrieve the document.
Location: A search can be performed for all miscellaneous invoices or credits that are generated from a particular rental location; vehicle rental companies may have a number of valid locations/depots from where vehicles are hired. The drop-down-arrow button displays all currently valid locations (set up using the Locations table within Miscellaneous Options. The All option may be used to display miscellaneous invoices/credits for all locations.
Name Contains: A search can be performed for all documents containing a particular text string within the Invoice Name field in the miscellaneous invoice or credit. This field is not case sensitive. e.g. if trying to locate an document containing the customer Freeport Engineering then either a partial string of free or Free may be entered in this field and be equally successful.
From: There are two fields available here so that a range of dates - "From" and "To" - can be entered for the miscellaneous document selection criteria. A date range is entered which ensures that the system searches for all documents generated on or between the "From" and "To" dates. If this field is left blank then there is no lower limit to the dates when the documents are selected.
To: Typically used in conjunction with the From field. A date range may be entered which ensures that the system searches for all miscellaneous documents generated on or between the "From" and "To" dates. If this field is left blank then there is no upper limit to the documents selected.
Invoice/Credit: the radio/option buttons enable a search for mutually exclusive document types i.e. Miscellaneous Invoices or Credits. If Credit is selected then only miscellaneous credit notes are displayed.
COMMAND BUTTONS:
Forwards: Displays documents meeting the selection criteria in date order with the oldest invoice date (and time) first.
Backwards: Displays documents meeting the selection criteria in date order with the the most recent invoice date (and time) first.
Reset: Initialises the current selection criteria so that alternative values may be selected.
Open: Opens the currently highlighted document (alternatively, the document may just be double-clicked).
Cancel: Returns you to the Miscellaneous Invoice/Credit form.
Help:Displays online context-sensitive help for the current form using the default browser.
All miscellaneous documents meeting the Selection criteria are displayed within this grid.
The following fields are displayed for summary purposes:
Record: The invoice or credit note record number (N.B. This is not the invoice or credit note document number).
T: The document type i.e. Credit or Invoice.
Tip: This column displays a value of O to denote an Open document if the invoice or credit is yet to be printed/generated.
Account: The Sales Ledger account associated with the miscellaneous document.
Agreement: A miscellaneous invoice or credit may be linked directly back to an existing agreement within the rental system. If so, the agreement number is displayed here.
Registration: A miscellaneous invoice or credit may be associated directly with a specific vehicle (either directly or through a linked agreement); if so, the registration number is displayed here.
Loc: A search can be performed for all miscellaneous invoices or credits that are generated from a particular rental location; vehicle rental companies may have a number of valid locations/depots from where vehicles are hired.
Invoice Name: The invoice name on the miscellaneous invoice or credit generated from the Sales Ledger account.
Inv Date: The date on which the invoice is generated.
Invoice: The actual invoice number or credit note number generated for the miscellaneous invoice or credit.
Tip: A double-click of any document displayed within the grid opens that document so that it may be viewed or edited.
Note: The vertical scroll bar may be used to view more records that cannot be displayed on the initial form.