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VEHICLE BALANCE

Overview

Accessed by way of the Contract Review form followed by selection of either Vehicle Balance from the View Menu or the vehbal.gif icon from the Toolbar. This presents the Vehicle Balance form which displays the current outstanding balance for the vehicle associated with the selected contract. This differs from the Agreement Balance form in that a vehicle may have more than one agreement associated with it (e.g. a primary contract and a secondary extension contract both with outstanding balances).

This form is split into four parts that are as follows:

Title Bar

In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.

Menu Bar

The content of the Vehicle Balance menu bar is as follows:

Exit

Exits to the Contract Review form.

Provides online access to a context sensitive Help form.

Toolbar

The content of the Vehicle Balance toolbar is as follows:

Exits to the Contract Review form.

Provides online access to a context sensitive Help form.

Vehicle Balance Dialogue Box

The Vehicle Balance Dialogue Box contains several data fields and an Vehicle Balance Grid for displaying invoice and credit balances for the vehicle associated with the selected contract.

The registration number of the vehicle.

The full vehicle variant description.

The fields contained within the Vehicle Balance Grid are as follows:

Displays the agreement number associated with the selected item on the Vehicle balance. The selected vehicle may have more than one agreement associated with it (e.g. a primary contract and a secondary extension contract both with outstanding balances).

The date on which the selected item has been invoiced/credited.

The invoice or credit number for the selected row item.

Displays the full description for the invoice or credit item e.g. Period Rentals + VAT, Initial Rentals, etc.

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 Vehicle Balance Details form for review of any invoice/credit item within the Vehicle Balance Grid.


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