The Posting Types set-up form is accessed via Vehicle Administration / Miscellaneous Options / Posting type Codes and is used to create, edit and delete posting type codes which are used to define the type of costs that are being posted/invoiced. The Cost Type Code is used in the Repair Costs and ULR (Uninsured Loss Record) forms.
The form is split into three areas. These are the Titlebar, the Posting Types 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 posting type the CreateCommand Button should be selected. This is a ten character alphanumeric field.
To view or amend an existing posting type the following procedure should be followed:
The cursor is located in the Posting Code field prompting selection of a posting type code/description for the purposes of editing an existing record. A single-left-click of the ellipsis button to the right of this field displays a Posting Types search form that enables selection from the current available posting type codes. The cursor is located in the search field. Key part or all of the required posting type code and select the command button. Posting Type codes matching the entered criteria are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Posting Types form.
Displays a number of details relating to the selected posting type which are as follows:
- Description
Displays a thirty-five character free-format meaningful textual description for the selected Posting Type e.g. ULR Costs.
- ULR Commission
The Nominal Ledge Expense Code to which the costs for Uninsured Loss Commission is to be posted e.g. 8063 for Insurances. A single-left-click of the ellipsis button immediately to the right of this field displays an Expense Code search form that enables selection from the current available expense codes. The cursor is located in the search field. Key part or all of the required expense shortname and select the Shortname command button. Nominal Ledger Expense codes matching the entered criteria are displayed and the OK command button is used to confirm this selection and return to the Posting Types form.
- ULR Invoice
The Nominal Ledge Expense Code to which the costs for Uninsured Loss Invoices are to be posted e.g. 8063 for Insurances. A single-left-click of the ellipsis button immediately to the right of this field displays an Expense Code search form that enables selection from the current available expense codes. The cursor is located in the search field. Key part or all of the required expense shortname and select the Shortname command button. Nominal Ledger Expense codes matching the entered criteria are displayed and the OK command button is used to confirm this selection and return to the Posting Types form.
- ULR Customer
The Nominal Ledge Expense Code to which the costs for Uninsured Losses for the customer is to be posted e.g. 8063 for Insurances. A single-left-click of the ellipsis button immediately to the right of this field displays an Expense Code search form that enables selection from the current available expense codes. The cursor is located in the search field. Key part or all of the required expense shortname and select the Shortname command button. Nominal Ledger Expense codes matching the entered criteria are displayed and the OK command button is used to confirm this selection and return to the Posting Types form.
- Repair Recharges
The Nominal Ledge Expense Code to which the costs repairs to be recharged to the customer are to be posted e.g. 8063 for Insurances. A single-left-click of the ellipsis button immediately to the right of this field displays an Expense Code search form that enables selection from the current available expense codes. The cursor is located in the search field. Key part or all of the required expense shortname and select the Shortname command button. Nominal Ledger Expense codes matching the entered criteria are displayed and the OK command button is used to confirm this selection and return to the Posting Types form.
- Purchase Invoice
The Nominal Ledge Expense Code to which the costs for Purchase Invoices are to be posted e.g. 8063 for Insurances. A single-left-click of the ellipsis button immediately to the right of this field displays an Expense Code search form that enables selection from the current available expense codes. The cursor is located in the search field. Key part or all of the required expense shortname and select the Shortname command button. Nominal Ledger Expense codes matching the entered criteria are displayed and the OK command button is used to confirm this selection and return to the Posting Types form.
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 Posting Types form and returns to the Miscellaneous Options Menu.
Provides online access to a context sensitive Help form.
Enables the creation of an additional Posting Types codes. Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new Posting Types code is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" Posting Types code so that only required values need be edited.
Provides the facility for editing the set-up options of the current Posting Types record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected Posting Types record.
On first accessing the Posting Types 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 Posting Types 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 Posting Types record.