Accessed via Fleet System Management / Miscellaneous Options / Posting Controls / Lease Definitions and selection of the General Tab .
Displays a number of details 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 .
Holds a note of the definition default used to assist in the original creation of the lease definition. This is a display field only and cannot be edited.
Whether access to this field is enabled or not depends upon the set-up of the system. Cost centres are allocated in several ways: either built by a combination of the lease type area code, fleet type and definition, by the lease type only, customer only or business source. If the control (located within the Environment module) is set to B (i.e. built by) then the third digit of the cost centre code is entered here.
This field has no posting implications but is generally a code used to identify the overriding type of vehicle ownership/contractfor broad reporting purposes.
A single-left-click of the ellipsis button to the right of this field displays a Fleet Types List Box that enables selection from the current fleet types on the system. If necessary, the scroll bar (to the right of the form) may be used to locate the required fleet type. Following selection of the required fleet type by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Lease Definitions form.
The contract period of the lease being defined. To be entered manually. It is possible to alter the period of lease within Fleet Quotations so not every period offered requires a lease definition.
The period type for the lease i.e.. Monthly , Bi-Annually , Quarterly , Annual . This defines the payment type to the system and is an integral part of the Finance Calculation within the quotation.
A checkbox which, if ticked, denotes if the current record is a contract purchase lease type. The system then creates a balloon and non-VATable charges are raised within Terminations .
Lease definitions may be created for scheduled maintenance or full maintenance contracts.
No longer utilsed within Kestrel. Ignore this field.
No longer utilsed within Kestrel. Ignore this field.
If any discount is allocated to the vehicle when the quotation is calculated, this debit code is the 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 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 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 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 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.