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MAINTENANCE REVIEW

Overview

Selection of the mntrev.gif icon directly to the right of the Maintenance field presents the Maintenance Review form. This form is used to override the preferred supplier's imported values by selecting and editing the required Maintenance source to be used within a particular quotation.

This form is split into five parts, which are as follows:

Title Bar

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

Menu Bar

The contents of the Maintenance Review menu bar is as follows:

Following selection, two alternatives are presented to the user:

Displays a pop-up box containing the message:

Cancelling this option will lose all changes made to the maintenance values. Are you sure you wish to continue?

Selecting Yes effects a return to the primary Quotation form without saving amendments. Selecting No or Cancel leaves the user in the current form.

Returns to the primary Quotation form saving any data amendments.

This presents an Audit option that displays the Audit Event Log Display.

Provides online access to a context sensitive Help form.

Toolbar

The contents of the full toolbar are as follows:

Exit returns to the primary Quotation form saving any data amendments.

Cancel displays a pop-up box containing the message:

Cancelling this option will lose all changes made to the maintenance values. Are you sure you wish to continue?

Selecting Yes effects a return to the primary Quotation form without saving amendments. Selecting No or Cancel leaves the user in the current form.

Selection of the Display Audit displays the Audit Event Log form.

Provides online context sensitive help information to the user

Maintenance Dialogue Box

This area displays a number of vehicle details and quotation criteria relating to the current quotation. The fields displayed are as follows:

Displays the full vehicle description imported from the default data source or (in the case of Vehicles which are created manually) the description which has been entered in the Franchise Data form.

Displays the basic price imported from the default data source.

Displays the vehicle model year imported from the default data source

Displays the age of the quoted contract (taken from the primary Quotations form) in months.

Displays the quoted annual contract mileage (taken from the primary Quotations form).

Maintenance List Box

This is a List Box that displays all of the maintenance "sources" currently available to the user. The external data sources, which are currently available for import into the Kestrel system, are as follows:

For each data source the form displays the data supplier and maintenance value. A default maintenance source is selected with the Default Maintenance Source field within the General Tab located in System Maintenance / System Parameters and the maintenance values are returned to the Quotations form from the appropriate source's tables. Within the Maintenance List Box a single-click with the mouse selects an alternative data source (provided that more than one source is available). The alternative supplier is highlighted in red and a white tick is placed against it.

A double-click of the mouse against an alternative supplier returns the appropriate maintenance value to the primary Quotationsform.

The bottom of the Maintenance List Box displays the average maintenance value for the alternative data sources. If more than one external data source is available then this is a useful comparative tool to aid residual value selection.

Tip: A single-right-click of the mouse on the highlighted/ticked data source displays a pop-up Table box. A single-left-click of the Table box reveals the maintenance table, for the selected vehicle variant, from which the maintenance value has been calculated. This is for reference purposes only. Selection of the Exit icon effects a return the Maintenance Review form.


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