The Fleet Global Search form (accessed via the ellipsis button immediately to the right of the Registration Number or Current Agreement fields is utilised to locate, select and open a particular vehicle record by way of a number of alternative selection criteria methods.
This form is constituted of four elements, which are as follows:
In addition to displaying the form name the Title Bar provides a number of useful buttons.
The Global Search dialogue box consists of two tabs which contain a number of selection criteria fields that may be used individually or in conjunction with each other in order to locate the required vehicle. Entering a search string into one or more of the fields reduces the number of vehicles that are displayed on the form from which to select. Use of the search facility requires replacement of the default question mark with correct data. The question marks act as "wild card" characters i.e. any particular question mark may denote any numeric or textual character.
This Tab enables a search to be conducted on various basic vehicle/agreement selection criteria.
- Registration Number
If known, all or part of the registration number of the vehicle may be entered directly into this field
If the registration number of a vehicle is known to be R548NRX, then simply R548 may be entered into the registration number field. All the remaining fields are left to contain ???. Entry of this selection only returns to the form a list of vehicles where the first 4 characters of the registration number is equal to R548.
This procedure is true of all fields containing question marks.
- Customer
If known, all or part of the customer name may be entered directly into this field. This field is particularly useful in conjunction with other selection criteria fields.
- Lease Type
For entry of an appropriate two digit lease type code upon which a search is required.
- Chassis Number
If known, all or part of the chassis number of the vehicle may be entered directly into this field to assist in the vehicle search.
- Engine Number
If known, all or part of the engine number of the vehicle may be entered directly into this field to assist in the vehicle search.
- Status
Clicking the down-arrow button for this field produces a drop-down list displaying the various contract statuses:
All
Quotes
Accepted
Live
Washed-out
Terminated
Clicking on the required option enters the appropriate status into the dialogue box. A search is performed on these criteria. e.g. If L is entered the system displays all "Live" contracts.
This Tab enables a search to be conducted on various advanced selection criteria.
SL Account
If known, all or part of the Sales Ledger account code may be entered directly into this field
Business Source
Part or all of the business source code may be entered to assist in the vehicle search.
Sales Exec
The User ID of the Salesman/user against whom the vehicle/agreement is generated.
Model
Part of the vehicle model description imported from the default data source may be entered here.
Variant
Part of the vehicle variant description imported from the default data source may be entered here.
Used Vehicle
A checkbox which, if ticked, denoted that a search is to be carried out for "used" vehicles only.
Once the required selection criteria is entered, the Selection Display section of the form displays all vehicles meeting the selected criteria and provides the following data:
Reg No
The vehicle registration number e.g. X807UVW
Number
The agreement number to which the vehicle is attached e.g. 100487 .
Customer
Displays the customer address group of the customer attached to the vehicle.
Vehicle Desc
The full vehicle variant description imported from the default data source.
Profile
Displays the Lease Type code Profile description e.g. CM 36M.3 .
Start Date
The agreement start date.
Status
The current status of the agreement e.g. L for "Live".
Used
A tick in this column denotes a "used" vehicle.
Co
The company number to which the vehicle/agreement belongs e.g. 73 .
If the List Box contains more vehicles than the box can display, the form presents a Scroll Bar which is operated in a number of ways:
Clicking in this check box, and ticking this option, results in the display of all ?. Clicking again deselects the option.
Displays the results of the Fleet Global Search in reverse alphanumeric order. For example, if the search is carried out on the registration number field then a registration number starting with X807 is displayed before a registration number starting with X796 .
Displays the results of the Fleet Global Search in alphanumeric order. For example, if the search is carried out on the registration number field then a registration number starting with X796 is displayed before a registration number starting with X807 .
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:
This command button exits the Fleet Global Search form and effects a return to the previous form.
This command button is used to confirm the required vehicle search criteria and proceed with the vehicle search.
This command button initialises any selection criteria that have been entered.