The Alter Charges Sales Ledger Account screen is accessed via Terminations / Miscellaneous Options / Charges Sales Accounts and is used to edit the Sales Ledger Account Code for a specified agreement prior to posting the value through to the Accounts.
The screen is split into three areas. These are the Titlebar , the Alter Charges Sales Ledger Account Record Table and the column of Command Buttons down the right-hand side of the screen.
In addition to displaying the screen name the Title Bar provides a number of useful buttons.
This screen displays a record table of all the termination??? charges and associated Sales Ledger Account code code for all agreements on the system.
A single-left-click on any row/agreement record moves the cursor to the Sales Account field. This field is highlighted and an ellipsis (...) button is enabled allowing the current value to be edited by providing a search for an alternative Sales Ledger Account code . This is the only field which may be edited.
The following details are displayed for each agreement row:
The agreement number of the selected contract.
The registration number of the vehicle associated with the selected agreement.
The monetary value of the ?? for the selected agreement.
??
The Sales Ledger Account Code for the selected agreement e.g. C1000 . The associated account description is displayed immediately to the right e.g. Cisco Systems Limited .
The Sales Ledger code may be entered directly. Alternatively, a single-left-click within the Sales Account Code cell displays an ellipsis button. Selection of the ellipsis button displays an Customer Accounts Search Form that enables selection of the required account code.
Within the blank field at the top of the search box some or all of the required account 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 account codes in alphanumeric order and the scroll bar to the right of the screen used to locate the required code.
Note: There is No facility to abort this screen without saving changes. As soon as an edit is made it is saved. Only accessing the screen again and re-editing the field enables the required value to be saved. N.B. Alterations to the Sales Ledger Account Code affects customers.
The full list of command buttons is as follows:
Exits the Alter Charges Sales Ledger screen and returns to the Miscellaneous Options Menu .
Provides online access to a context sensitive Help screen.
Note: Only a contract that is not already posted to Accounts may be edited. If the item is already posted through then a message is displayed within the Status Bar at the bottom of the screen stating Charge Already Posted . The edit option is never available again after posting has taken place.