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TRIAL WASHOUT

Overview

The Trial Washout form is accessed via Contract Administration / Final Washout / Trial Washout and also in Terminations / Final Washouts / Trial Washout Report and produces a report to show the entries which are posted if a selected agreement is Washed Out. This option is only available on agreements where the washout control entries have been established.

This form is constituted of five elements, which are as follows:

Title Bar

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

Menu Bar

The content of the Trial Washout menu bar is as follows:

New

Clears the form of any existing vehicle/contract washout data and returns the cursor to the Registration Number field for input of a new vehicle registration number.

Exit

Exits to the Final Washout menu.

Provides online access to a context sensitive Help form.

Toolbar

The content of the Trial Washout toolbar is as follows:

Exits to the Final Washout menu.

Clears the form of any existing vehicle/contract washout data and returns the cursor to the Registration Number field for input of a new vehicle registration number.

Displays the Global Review Form.

Provides online access to a context sensitive Help form.

Trial Washout Dialogue Box

The following data fields are contained within the Trial Washout Dialogue Box:

On entry to this form the registration or agreement number for the vehicle is required. This may be keyed directly or the Fleet Global Search facility may be invoked by selection of the ellipsis button immediately to the right of this field.

The master number of the relevant agreement that is linked to the vehicle. The agreement number produced at the quotation stage of the contract. Selection of the ellipsis button (...) immediately to the right of this field presents the Fleet Global Search form that enables a vehicle to be found by entering search selection criteria.

Located immediately to the right of the Current Agreement field. The status flag denotes the status of the agreement e.g. L (Live).

The customer Address Group Code e.g. MINERVA. Following selection, the full customer name is displayed to the right of this field e.g. Minerva Business Solutions. This information is obtained from the converted quotation and cannot be edited.

The contract Lease Type Code e.g. CM. Following selection, the full lease type description is displayed to the right of this field e.g. Contract Hire With Maintenance. This information is obtained from the converted quotation and cannot be edited.

The period over which the lease agreement is taken. This information is obtained from the converted quotation and cannot be edited.

The contract Lease Definition Code e.g. A. Following selection, the full lease definition description is displayed to the right of this field e.g. Contract Hire With Maintenance. This information is obtained from the converted quotation and cannot be edited.

The proposed number of miles for the vehicle that is linked to the agreement. This information is obtained from the converted quotation and cannot be edited.

Command Buttons

Prints to the currently selected printer a report showing the entries due to be posted at Washout.


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