The Bulk Disposal Codes set-up screen is accessed via Terminations / Miscellaneous Options / Bulk Disposal Codes and is used to maintain the Bulk Disposal Cost codes utilised within the disposals option. The codes hold the Nominal Ledger Expense Codes to be used if the cost is posted to the Accounts.
The screen is split into three areas. These are the Titlebar , the Bulk Disposal Codes Dialogue Box and the column of Command Buttons down the right-hand side of the screen.
In addition to displaying the screen name the Title Bar provides a number of useful buttons.
To create a new bulk disposal code select the Create Command Button.
To view or amend an existing bulk disposal code use the following procedure:
The cursor is located in the Code field prompting selection of a bulk disposal code for the purposes of viewing/editing an existing record. A single-left-click of the ellipsis button to the right of this field displays a Bulk Disposal Codes List Box that enables selection from the current disposal codes on the system. If necessary, the scroll bar (to the right of the screen) may be used to locate the required code. Following selection of the required bulk disposal code by highlighting with the mouse, the OK command button is used to confirm this selection and return the bulk disposal code to the Bulk Disposal Codes screen.
The dialogue box displays a number of details relating to the selected bulk disposal code record , which are as follows:
A thirty character alphanumeric free-format meaningful textual description for the selected disposal code . This should relate to the type of disposal cost record for which the code is used e.g. Auction Fees .
The Nominal Ledger Debit expense code used for the selected cost when posting to Accounts. Once selected the appropriate expense code description is displayed to the right of this field.
The NL code may be entered directly. Alternatively, selection of the ellipsis button displays an Expense Code List Box that enables selection of the required Nominal Ledger expense code for the selected cost
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 screen used to locate the required code.
The Nominal Ledger Credit expense code used for the selected cost when posting to Accounts. Once selected the appropriate expense code description is displayed to the right of this field.
The NL code may be entered directly. Alternatively, selection of the ellipsis button displays an Expense Code List Box that enables selection of the required Nominal Ledger expense code for the selected cost
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 screen used to locate the required code.
The default VAT code used by the system when the cost code is selected during invoicing. The down-arrow-button immediately to the right of this field displays a drop down list of appropriate VAT rate values from which the required VAT code may be selected.
A checkbox which, when ticked, denotes that the selected bulk disposal code cost is to be recharged to the customer.
The Nominal Ledger Debit recharge expense code used for the selected cost when posting to Accounts. This field is only enabled if the Recharge checkbox is ticked.
The NL code may be entered directly. Alternatively, selection of the ellipsis button displays an Expense Code List Box that enables selection of the required Nominal Ledger expense code for the selected recharge.
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 screen used to locate the required code.
The Nominal Ledger Credit recharge expense code used for the selected cost when posting to Accounts. This field is only enabled if the Recharge checkbox is ticked.
The NL code may be entered directly. Alternatively, selection of the ellipsis button displays an Expense Code List Box that enables selection of the required Nominal Ledger expense code for the selected recharge.
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 screen used to locate the required code.
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 Bulk Disposal Code screen and returns to the Miscellaneous Options Menu .
Provides online access to a context sensitive Help screen.
Enables the creation of an additional Bulk Disposal Code . Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new Bulk Disposal Code is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" Bulk Disposal Code so that only required values need be edited.
Provides the facility for editing the set-up options of the current Bulk Disposal Code record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected Bulk Disposal Code record.
On first accessing the Bulk Disposal Code screen this command button is greyed-out. Following selection of the Amend button the Save option then becomes available to enable any edits to be confirmed.
On first accessing the Bulk Disposal Code screen 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 screen that provides an Ad-hoc Report Generator for the creation of quick query reports to screen..
Selection of this button displays a further screen that provides an itemised display of all the selection criteria for the current Bulk Disposal Code record.