In each of the Posting Table tabs it is apparent that each description also carries with it a number in brackets. An example would be Early Termination (Charge) = Slot 110. This figure represents a slot number within the control table that defines the different elements that can be selected. This element control table is a fundamental part of the posting routines and determines the following:
The way in which charges are treated.
The way in which they are identified in the transaction log file.
The posting elements table displays a reasonable snapshot of the file. Each record within the file has an individual Posting Element Code to allow for unique identification. There is also an Element Group which provides collation of the different element codes for posting purposes or for reporting.
In addition, the posting table slot sits next to a Kestrel Quotes product slot number in order to allow for cross-referencing to a donor quote and therefore ease of creation of the individual contract record.
Once the posting elements table is established it is not normally edited by anyone other than a KCC employee. Any changes made here have an effect on the way postings are grouped and made.
To access posting elements setup:
From the Master Menu, select the Fleet Kompact option and Company required.
The Kompact Menu is displayed.
Select the Miscellaneous Options option.
The Miscellaneous Options form is displayed.
Select the Posting Elements option.
The Posting Elements form is displayed.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
This form displays a record table of all the posting element code records that have been set up.
Posting Element Code: The first column in the table displays allows allow for unique identification code e.g. ACCMN.
Description: The second column in the table displays and allows input of an associated free format thirty character alphanumeric element description. e.g. Accident Management.
Element Group: A code which enables collation of the different element codes for posting purposes or for reporting.
MPT Slot: The multiple posting table slot.
FQ Product Slot: The Kestrel Quotes product slot number enables cross-referencing to a donor quote and therefore ease of creation of the individual contract record.
Type:
Mnt Actual Slot:
The list displays up to a maximum of twenty five posting element code records at any one time. To view the remaining element code records the Scroll Bar immediately to the right of the second column can be operated in a number of ways:
Holding down the up/down arrow to control movement up and down the List Box
Positioning the mouse pointer over the Scroll Box, hold down the left mouse button, and move the mouse. The mouse pointer moves, dragging the Scroll Box. Move the Scroll Box to the desired location and release the left mouse button.
Position the mouse pointer over the Scroll Bar. Single-click with the mouse, above or below the Scroll Box depending upon the intended direction, as many times as is required to move the Scroll Box up or down to the desired location.
To edit the element code record table a single-right-click of the mouse in either of the two columns displays a small menu box with the following options:
Edit Row: Allows the current record to be edited. Alternatively, single-left-click into the row, enter the appropriate data and use the Tab key to move to the next column.
Insert Row: Inserts a blank row above the selected record so that a new record may be added.
Delete Row: Deletes the selected record.
Copy: Enables the details for one record to be copied to other records to speed data entry.
Filter: Presents a Selection Criteria Box which enables selection of only those records meeting the selection criteria. The following mutually exclusive selection criteria option buttons/fields are available:
Equals: Searches the selected column for a value matching that entered in the data entry box at the bottom of the form. Any records equaling the criteria are displayed.
Not equalSearches the selected column for a value matching that entered in the data entry box at the bottom of the form. Any records equaling the criteria are not displayed.
Greater than: Searches the selected column for any records with a value higher than that entered in the data entry box at the bottom of the form. Any records greater than the criteria are displayed.
Less than: Searches the selected column for any records with a value lower than that entered in the data entry box at the bottom of the form. Any records less than the criteria are displayed.
Contains: Searches the selected column for any records with a character string containing the character(s) entered in the data entry box at the bottom of the form. Any records meeting the criteria are displayed.
Range: Searches the selected column for any records with a value which is equal to or between the character(s) entered in the two data entry boxes at the bottom of the form. Any records meeting the criteria are displayed.
No filter: No filter is applied to the record search. The Reset command button also activates the "No Filter" option.
COMMAND BUTTONS:
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exit: Exits the form and returns to the Miscellaneous Options Menu.
Help: Provides online access to a context sensitive Help form.
Sort: Sorts the records by the chosen keypath. Upon selection, a Keypath List Box is displayed from which the appropriate keypath (if there is more than one) is selected.
Reverse: A checkbox that, when ticked, sorts the records in descending order.
Refresh: Redisplays the records on the form with any new modifications.
Autorefresh: A checkbox that, when ticked, automatically redisplays all records on the form after an amendment.
Start At: Restricts a Sort by allowing entry of a character string from which to start.
Finish At: Restricts a Sort by allowing entry of a character string at which to finish.
Fields: The purpose of this field is to allow the display of a user-defined selection of fields for every record. This is intended to reduce data entry errors.
Ad-hoc: Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form. An enquiry is formulated by completing a simple set of verbs and field names. A saved formulated query can be retrieved for future use.
Column: Displays each field in a record by row, with the field name in the left-hand column and the field data in the right hand column. Within this option, records may be created, amended or deleted.