The Additional Costs set-up form is accessed via Miscellaneous Options / Product Management / Additional Costs and is used to create, edit and delete user-defined Additional Cost Types for use within a product.
The form is split into three areas. These are the Titlebar , the Additional Costs Dialogue Box and the column of Command Buttons down the right-hand side of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
To create a new additional cost type select the Create Command Button.
To view or amend an existing additional cost use the following procedure:
The cursor is located in the Additional Cost field prompting selection of an additional cost code/description for the purposes of editing an existing additional cost type. A single-left-click of the ellipsis (...) box to the right of this field will display an Additional Costs List Box from which the appropriate additional cost type is selected for the core calculation method (either Contract Hire or another commercial product). This code has a matching additional cost description and attached vehicle-type code (displaying either P for Private Light Goods vehicles or C for Commercials). A double-left-click selects and confirms the required Additional Cost (alternatively, single-left-click and select the OK command button).
The Details Tab displays a number of details relating to the selected Additional Cost Type, which are as follows:
- Description
Displays a free-format textual description for the selected Additional Cost Type e.g. Disposal Arrangement Fee .
- Vehicle Type
This field displays the available default vehicle types for the selected Additional Cost Type. A single-click of the down-arrow to the right of this field enables selection from the current available options:
- P Private Light Goods
- C Commercial
- C Heavy
- Cost Type
There are currently two cost types from which to select. . A single-click of the down-arrow to the right of this field enables selection from the current available options:
- F Fixed Value(being a one-off fixed cost)
- M Monthly Value(being a periodic monthly cost)
- V Period Value (being a periodic cost e.g. annual)
- Value
Dependent upon the Cost Type selection, this field holds either the total fixed value for the additional cost or the periodic monthly value.
- Capitalise Cost
A decision must be made whether to reduce the amount of capital financed by the Additional Cost value (in the knowledge that this amount will be recouped from the customer at a later date) or, to finance the vehicle inclusive of the Additional Cost amount. Selection of this checkbox results in the inclusion of the Additional Cost amount within the financed capital.
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:
Exits the Additional Cost Details form and returns to the Product Management menu.
Provides online access to a context sensitive Help form.
Enables the creation of a new Additional Cost Type. Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new Additional Cost Type is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" Additional Cost Type so that only required values need be edited.
Provides the facility for editing the set-up options of the current Additional Cost Type record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected Additional Cost Type .
On first accessing the Additional Cost Details form this command button is greyed-out. Following selection of the Amend button the Confirm option then becomes available to enable any edits to be confirmed.
On first accessing the Additional Cost Details form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits to be cancelled.
This is not a command button. This box is a way of displaying messages with regard to the status of the current record e.g. "Record Secured OK"
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form..
Selection of this button displays a further form that provides an itemised display of all the selection criteria for the current Additional Cost Type .