The Insurance Tab is a table which is used to locate any insurance costs that may be included within the lease type/product with a view to allocating the appropriate posting controls.
The following fields are displayed within the table.
A single-left-click within a cell of this column displays an ellipsis [...] button. This ellipsis button enables access to the Insurance tables defined with Fleet Quotations (FQ ) in order that the appropriate posting codes may be allocated to them.
Following selection the insurance code is then displayed within this cell e.g. GAP .
Following selection of the Insurance code the full insurance description is automatically displayed within this cell e.g. GAP Insurance .
The Purchase Ledger account code to be invoiced .
The PL Account Code may be entered directly. Alternatively, a single-left-click within a cell of this column displays an ellipsis [...] button. This ellipsis buttoninitiates a Supplier Accounts search form that enables selection from the current available supplier codes. The cursor is located in the search field. Key part or all of the required address group code and select the Shortname command button. Supplier codes matching the entered criteria are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection.
Following selection the Purchase Ledger account code is then displayed within this cell e.g. E1123
A single-left-click within a cell of this column displays an ellipsis [...] button.
Selection of the ellipsis button displays an Expense Code List Box that enables selection of the required Nominal Ledger expense code for the selected insurance type.
Within the blank field at the top of the list box some or all of the required expense code shortname may be entered and the Shortname command button selected. All of the account codes with a shortname that meets the entered criteria are displayed in the list box below. The required code should be selected with the mouse and the OK command button used to confirm this selection.
Alternatively, this field may be left blank and selection of the Shortname command button then displays all current expense codes in alphanumeric order and the scroll bar to the right of the form used to locate the required code.