UNINSURED LOSS RECOVERY

Overview

Accessed via the ULR icon or ULR option from the Records menu from the Accident Record.

This form enables the recording of uninsured loss recovery records for the accident.

Each record created populates a row within the ULR Grid in the ULR Tab.

This form is split into four parts that are as follows:

Title Bar

In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.

Menu Bar

The content of the Uninsured Loss Record menu bar is as follows:

• File

Exit

Exits to the Accident Record form. If any data changes have been made the system prompts "Do you want to save changes to this accident record?". Select the Yes, No or Cancel command button as appropriate.

Save

Saves any data amendments and returns to the Accident Record form.

Delete

Deletes the currently selected Uninsured Loss record.

• Post

Post

Posts the uninsured loss values.

• Help

Provides online access to a context sensitive Help form.

Toolbar

The content of the Uninsured Loss Record toolbar is as follows:

Exits to the Accident Record form. If any data changes have been made the system prompts "Do you want to save changes to this accident record?". Select the Yes, No or Cancel command button as appropriate.

Saves any data amendments and returns to the Accident Record form.

Deletes the currently selected Uninsured Loss record.

Posts the uninsured loss values.

Provides online access to a context sensitive Help form.

Uninsured Loss Recovery Dialogue Box

The Uninsured Loss Recovery Dialogue Box contains numerous data entry fields relevant to the storage of uninsured loss recovery records. These are as follows:

Details

• Reference Number

A reference number (provided by the uninsured loss recovery agent perhaps) allocated against the uninsured loss record.

• Claim In Progress

A checkbox which, if ticked, denotes that this uninsured loss recovery claim is currently being progressed.

• Anticipated Success

The button immediately to the right of this field displays a list of codes that enable the chances of recovery to be rated e.g. G Good.

• Cost Type Code

A code to denote the type of uninsured loss. A Posting Table (accessed via Vehicle Administration / Miscellaneous Options / Posting type Codes) is allocated against this code so that values can be posted to the correct Nominal Ledger expense codes. Selection of the button allows selection of the appropriate table.

• Company

The CRM Company record to which the recovered uninsured losses are to be allocated. The button immediately to the right of this field provides a lookup to the appropriate record.

• SL Account

The Sales Ledger account to which the recovered uninsured losses are to be posted. The button immediately to the right of this field provides a lookup to the appropriate account record. The full account name is displayed immediately to the right of this field.

• Claim Value

The total value of the uninsured loss recovery claim.

• Claim Date

The date of the ULR claim.

By clicking-on the button to the right of either of the date fields a monthly diary form is displayed in order to assist in establishing the correct 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 date field.

• Payment Recd Value

The value of uninsured losses currently recovered. The received value may not always be as much as the Claim Value originally anticipated.

• Payment Received Date

The date payment is received for the ULR claim.

By clicking-on the button to the right of either of the date fields a monthly diary form is displayed in order to assist in establishing the correct 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 date field.

• Commission

The commission value charged by the uninsured loss recovery agent.

• Commission VAT Code

The VAT code applied to the commisssion value.

• Commission VAT Value

The VAT value associated with the commisssion value.

• Notes

A free-format area of the form that enables notes to be entered against the uninsured loss record.

• Invoice text

A free-format area of the form that enables text to be entered that is to be printed on the invoice.

• Posting UserId

This field is populated automatically by the system and cannot be edited. This field displays the login id of the user who posts the ULR values and cannot be edited.

• Date Posted

This field is populated automatically by the system and cannot be edited. This field displays the date the ULR values are posted and cannot be edited.