Accessed by way of the Contract Review form followed by selection of
either Agreement Balance from the View Menu or the
icon from the
Toolbar. This presents the Agreement Balance form which displays the
current outstanding balances for the selected contract.
This form is split into four parts that are as follows:
In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.
The content of the Agreement Balance menu bar is as follows:
Exit
Exits to the Contract Reviewform.
Provides online access to a context sensitive Help form.
The content of the Agreement Balance toolbar is as follows:
Exits to the Contract Review form.
Provides online access to a context sensitive Help form.
The Agreement Balance Dialogue Box contains several data fields and an Agreement Balance Grid for displaying invoice and credit balances associated with the selected contract.
The registration number of the vehicle.
The full vehicle variant description.
The fields contained within the Account Balance Grid are as follows:
- Master
Displays the agreement number of the currently selected contract.
- Account
The Sales Ledger account code (e.g. A0099) for the account which is associated with the currently selected contract.
- Description
Displays the full description for the invoice or credit item e.g. Period Rentals + VAT, Initial Rentals, etc.
- O/S Balance
The outstanding invoice or credit amount for the item. A negative value (-) denotes a credit note or negative invoice.
The scroll bar to the right of this form may be used to view further items which, due to space allocation, cannot be viewed within the initial form.
A single-left-click of the mouse on any row within the grid presents an Agreement Balance Details form for review of any invoice/credit item within the Account Balance Grid.