Accessed via Fleet System Management / Miscellaneous Options / Posting Controls / Default Lease Definitions and selection of the Discount and Handling Tab .
Displays a description and allocates debit and credit expense codes for discount and handling charges relating to the selected lease definition record , which are as follows:
A 30 character alphanumeric free-format meaningful textual description for the selected Lease Type e.g. Contract Hire With Maintenance . This is a mandatory field and should reflect the lease definitions for which this default may be used.
If any discount is allocated to the vehicle when the quotation is calculated, this debit code is the default Nominal Ledger expense code and is given to the discount budget and used during the periodic posting process. If the default code is not required then an alternative valid Nominal Ledger code should be entered.
Selection of the ellipsis button displays an Expense Code List Box that enables selection of the required Nominal Ledger debit expense code for the vehicle discount.
Within the blank field at the top of the list box some or all of the required expense 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 expense codes in alphanumeric order and the scroll bar to the right of the form used to locate the required code.
If any discount is allocated to the vehicle when the quotation is calculated, this credit code is the default Nominal Ledger expense code and is given to the discount budget and used during the periodic posting process. If the default code is not required then an alternative valid Nominal Ledger code should be entered.
Selection of the ellipsis button displays an Expense Code List Box that enables selection of the required Nominal Ledger credit expense code for the vehicle discount.
Within the blank field at the top of the list box some or all of the required expense 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 expense codes in alphanumeric order and the scroll bar to the right of the form used to locate the required code.
A valid default schedule must be entered. The schedule determines how the handling charge is processed within accounts (the frequency of postings e.g. MONTHLY- Monthly Drip). The schedule is created in Fleet System Management / Miscellaneous Options / Posting Controls / Schedule Definitions with a Calculation Basis attached to it.
If any handling charge is allocated to the quotation (this being from the customer record), this default debit code is the Nominal Ledger expense code and is given to the handling charge budget and used during the periodic posting process. If the default code is not required then an alternative valid Nominal Ledger code should be entered.
Selection of the ellipsis button displays an Expense Code List Box that enables selection of the required Nominal Ledger debit expense code for the handling charge.
Within the blank field at the top of the list box some or all of the required expense 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 expense codes in alphanumeric order and the scroll bar to the right of the form used to locate the required code.
If any handling charge is allocated to the quotation (this being from the customer record), this default credit code is the Nominal Ledger expense code and is given to the handling charge budget and used during the periodic posting process. If the default code is not required then an alternative valid Nominal Ledger code should be entered.
Selection of the ellipsis button displays an Expense Code List Box that enables selection of the required Nominal Ledger credit expense code for the handling charge.
Within the blank field at the top of the list box some or all of the required expense 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 expense codes in alphanumeric order and the scroll bar to the right of the form used to locate the required code.