Accessed by way of the Contract Review form followed by selection of Change Business from the Tools Menu.
This option presents the Change Business Source form which enables the Business Source field contained within the Agreement Tab to be updated.
This is not the Business Source field held against the CRM company record and viewable within the Quotations form as the Source field (this source code is used to focus, for analysis purposes, on the original enquiry source for the quotation e.g. REF for "Referral"). The Source Code that may be amended here is that which may originally be selected within the Convert Quote process within the Quotations module.
If the Cost Centre is allocated off the Business Source code every transaction generated after allocation to a new code is affected.
This form is split into three 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 Change Business Dialogue Box contains the following columns of information:
Upon entry to the form this field displays the existing source currently associated with the contract under review.
Selection of the down-arrow-button immediately to the right of this field presents a Business Source List Box form that enables an existing business sources to be located. The Business Source record table is originally set-up within Fleet System Management / Miscellaneous Options / Posting Controls / Business Sources and allows Balance Sheet and Profit & Loss cost centres to be allocated to the source.
Having selected the required source by highlighting with the mouse, the OK command button is used to confirm this selection.
The following command buttons are available within this form:
Confirms the newly selected Source and returns to the Contract Review form updating the appropriate Business Source field contained in the Agreement Tab within Contract Review.
Returns to the Contract Review form without taking any action.
Provides online context sensitive help.