The Filter form is accessed via Maintenance Control / Miscellaneous Options / Edit Billing File and a single-left-click on the grey column header for any of the first four columns.
This form is to assist in locating the appropriate records by filtering on the following fields:
- Registration number REGNO
- Record Status - STATUS
- Approval number - APPROVAL
- Import date - IMPDATE
The form is split into three areas. These are the Titlebar, the Filter Dialogue Box and the Command Buttons to the side of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
This form displays the fields below. However, the only field that is enabled for editing is that belonging to the grey column header that has been selected. The option/radio button is activated against the selected column/field.
The registration number of the vehicle associated with the approval.
The billing file holds a status field for information. The following status codes are permitted:
Status Description Blank Unprocessed Item X Processed and Paid H Held Item O Overridden Item A blank status indicates that this is a new record and has not yet been processed. An X status means that the record has been processed and paid. An H status means that processing has been attempted but not permitted probably due to a missing approval number or a value outside of the agreed parameter for value variance. An O status indicates that the user has reviewed the file and has amended the record so that it may be re-submitted. A status of O means that the user has overridden the original reason for rejection and it may be paid outside of the parameter control.
The approval number that has been processed by Overdrive.
The date on which the Overdrive Process Billing File option is run.
A number of command buttons are available as follows:
Accepts the value that has been entered in the selected filter field and filters the billing data accordingly.
Exits the Filter form and returns to the Edit Overdrive Billing Details form.
Exits the Filter form and returns to the Edit Overdrive Billing Details form.
Provides online access to a context sensitive Help form.