The Set Excess Invoiced To-Date form is accessed from Terminations / Excess/Under Calculations and selection of the Set Excess Invoiced To-Date menu option.
This form enables the current excess mileage invoiced value to be overridden with a new value. This could, for example, be used for converted contracts which do not have historical data of this kind.
Note: this option is used in conjunction with the Excess miles pro-rata and Use annual excess method System Parameters in the Excess/Under Calculations Tab.
This Set Excess Invoiced To-Date form is split into five parts that are as follows:
In addition to displaying the screen name the Title Bar provides a number of useful buttons.
The content of the Set Excess Invoiced To-Date menu bar contains the following options:
- File
- Open
Displays the Fleet Global Search form enabling selection of a new vehicle record.
- Save
Saves the details of the current excess invoiced to-date value.
- Exit
Exits the Set Excess Invoiced To-Date form and returns to the Excess/Under Calculations Menu without saving amendments.
The full toolbar contents are as follows:
Exits the Set Excess Invoiced To-Date form and returns to the Excess/Under Calculations Menu without saving amendments.
Displays the Fleet Global Search form enabling selection of a new vehicle record.
Saves the details of the current excess invoiced to-date value.
Provides online access to a context sensitive Help form.
The following fields are displayed:
The registration number of the vehicle. The
button immediately to the right of the Registration No field is used to initiate the Fleet Global Search (Alternatively, the
The address group name of the customer associated with the currently selected vehicle record. This field cannot be edited.
The new monetary excess mileage invoiced to-date value.