The Lease Type Invoice Control form is accessed via Miscellaneous Options / Lease Types and is used for the amendment of dates held on the lease type. These dates inform the system of when to raise invoices and washouts for any contracts holding the relevant lease type.
The form is split into three areas. These are the Titlebar, the Lease Types Invoice Control 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 view or amend an existing lease type record use the following procedure:
The cursor is located in the Lease Type field prompting selection of a lease 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 Lease Types search form that e nables selection from the current available lease type codes. The cursor is located in the search field. Key part or all of the required lease type code and select the Lease Type command button. Lease 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 Lease Type Invoice Control form.
Contains a number of details relating to the selected lease type, which are as follows:
- Last Invoice Raised
The date that the system last checked all contracts with the selected lease type to establish if any items were available to be raised.
- Days to Next Invoice
The number of days to be added to the Last Invoice Raised date, from which the system calculates when the next invoice run is due. When calculating this date, the system also takes into account the Invoice Advance days (held within the General Tab within System Maintenance / System Controls) when establishing which contracts are due to be invoiced.
Note: If this field contains a 0 the system interprets the value to mean calendar months.
The calculated date (Last Invoice Raised + Days to Next Invoice + Invoice Advance) automatically displayed by the system after the last invoice run.
- Last Washout Run
The date that the system last checked all contracts with the selected lease type to establish if any values for the washout of the contract were available to be raised.
- Days to Next Washout
The number of days to be added to the Last Washout Run, from which the system calculates when the next washout run is due.
Note: If this field contains a 0 the system interprets the value to mean calendar months.
The calculated date (Last Washout Run + Days to Next Washout) automatically displayed by the system after the last invoice run.
Note: Alteration to the dates in the Next Invoice Date may work in two ways:
- The system may not invoice for a period of time if the date is increased.
- The system may run reversals on some of the postings if the date is reduced.
- Contract Type
- Finance House
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 Lease Type Invoice Control form and returns to the Miscellaneous Options Menu.
Provides online access to a context sensitive Help form.
Provides the facility for editing the set-up options of the current Lease Type record. No edits can be made to a record until the Amend button has been selected.
On first accessing the Lease Type Invoice Control 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 Lease Type Invoice Control 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 Lease Type Invoice Control record.