SUMMARY OPTIONS (DISPLAY FORM)

Overview

The Summary Options Display Form form displays information relating to a single agreement (if Single Summary is selected) or all agreements for a selected customer (if All Summaries is selected). The areas where values may have been appended or updated may be seen below.

This form is split into five 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.

Summary Options Display Form Dialogue Box

• Balances

• Funds

Any funding agreement linked to the vehicle. It displays the value outstanding and any settlement value.

• Car

Any invoices raised against the vehicle, including rentals and recharges, showing the current outstanding balance against each invoice.

• Account

The Sales Ledger account detail, displaying all outstanding invoices and the unpaid balance on each.

• Agreement

Any invoices raised against the agreement, including rentals and recharges, showing the current outstanding balance against each invoice.

• Summaries

• Budget to Date

• Revenues

Income to date plus any other revenue to date.

• Profits

Quoted profit and any adjustment to the quoted profit, plus any Broker profit.

• WDV Values

Shows the Quoted, Ordered and Invoiced price of the vehicle. Also, the residual value, total depreciation, depreciation taken to date, the current written down value of the vehicle and any recharged elements of the vehicle cost.

• Expenditures

Shows the budget taken to date for the following items:

• Maintenance
• Tyres
• Relief
• RFL
• Insurance
• Motor Club
• Handling Charges
• Other Costs
• Depreciation
• Finance Costs
• Price Adjustments
• Broker Payments

• Invoices

Builds the data for the following items:

• Receipts

Includes the following items:

• Rental Invoices
• Other Revenue
• Cash Accessory
• Buying Cost Recharge
• Maintenance Recharge
• Termination Charge
• Excess/Under Charges
• Other Termination charges

• Agreement Balance

Shows the value of outstanding invoices for the selected agreement.

• Expenditure

Shows the value of actual costs against the agreement for the following items:

• Finance Repayments
• Maintenance Costs
• Broker Payments

• Cash Profit

Taking all of the above into consideration, the system checks to show a cash profit of actual costs against actual receipts.

• Maintenance

For this element the system builds the information regarding the following items:

• Budget To Date

• Buying Costs
• Insurance
• Motor Club
• Mechanical
• Relief Vehicle
• RFL
• Disposal Costs
• Service Costs
• Tyres
• Unknown Costs (Breakdowns)

• Actual Costs

• Buying Costs
• Insurance
• Motor Club
• Mechanical
• Relief Vehicle
• RFL
• Disposal Costs
• Service Costs
• Tyres
• Unknown Costs (Breakdowns)

• Recharged Values

• Buying Costs
• Insurance
• Motor Club
• Mechanical
• Relief Vehicle
• RFL
• Disposal Costs
• Service Costs
• Tyres
• Unknown Costs (Breakdowns)

• Variance

This field displays the value of the variance between the Budgeted and Actual costs minus any recharges.

• Rate

This field displays the percentage difference between the Actual and Budgeted costs.