The Lease Type Default Calculation Basis set-up screen is accessed via Terminations / Miscellaneous Options / Lease Types and enables the creation of default calculation basis codes for use at termination. These basis codes are only used as the default if the customer record does not hold the required basis to be used at termination. In addition, this screen also holds the Nominal Codes used when creating Informal Extensions for any contract with the selected lease type.
The screen is split into three areas. These are the Titlebar , the Lease Type Default Calculation Basis 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 lease type default calculation basis select the Create Command Button.
To view or amend an existing lease type default calculation basis use the following procedure:
The cursor is located in the Lease Type field prompting selection of a lease type 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 Lease Types List Box that enables selection from the current lease type records on the system. If necessary, the scroll bar (to the right of the screen) may be used to locate the required lease type. Following selection of the required lease type by highlighting with the mouse, the OK command button is used to confirm this selection and return the lease type code to the Lease Type Default C alculation Bas is screen.
The dialogue box displays a number of details relating to the selected lease type default calculation basis record , which are as follows:
The basis code to be used as the default for all normal terminations calculated for this lease type e.g. NT . The basis code may be entered directly or alternatively, selection of the ellipsis button displays an Termination Basis List Box from which the appropriate code may be selected for the lease type. The OK command button is used to confirm the selection and return it to the Lease Type Default Calculation Basis screen.
The basis code to be used as the default for all early terminations calculated for this lease type e.g. ET . The basis code may be entered directly or alternatively, selection of the ellipsis button displays an Termination Basis List Box from which the appropriate code may be selected for the lease type. The OK command button is used to confirm the selection and return it to the Lease Type Default Calculation Basis screen.
The Make-up Sources have a flag which enables budgets to be consolidated. However, this checkbox, if ticked, allows the budget consolidation to be enabled at Lease Type level. Alternatively, if the checkbox is left blank then budget consolidation is disabled for the selected Lease Type.
Informal Extensions Nominal Debit
The required Nominal Ledger Debit code for the informally extended regular period rental.
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 regular period rental.
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 required Nominal Ledger Debit code for any profit on the informal extension period.
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 profit.
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 required Nominal Ledger Debit code for the calculated depreciation in the informal extension period.
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 depreciation.
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 required Nominal Ledger Debit code for the costs in the informal extension period.
These are the costs that are being extended for items such as maintenance, tyres, motor club, etc. The required costing to be taken into account within the informal extension is set within the System Controls .
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 costs.
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 required Nominal Ledger code for the posting the Debit for Vatable Other Revenue (if any is included) in the informal extension period.
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 VAT revenue.
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 required Nominal Ledger code for the posting the Debit for Non-Vatable Other Revenue (if any is included) in the informal extension period.
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 Non-VAT revenue.
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 required Nominal Ledger code for the posting of the income Debit entry for the informal extension period.
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 income.
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.
Informal Extensions Nominal Credit
The required Nominal Ledger Credit code for the informally extended regular period rental.
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 regular period rental.
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 required Nominal Ledger Credit code for any profit on the informal extension period.
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 profit.
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 required Nominal Ledger Credit code for the calculated depreciation in the informal extension period.
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 depreciation.
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 required Nominal Ledger Credit code for the costs in the informal extension period.
These are the costs that are being extended for items such as maintenance, tyres, motor club, etc. The required costing to be taken into account within the informal extension is set within the System Controls .
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 costs.
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 required Nominal Ledger code for the posting the Credit for Vatable Other Revenue (if any is included) in the informal extension period.
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 VAT revenue.
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 required Nominal Ledger code for the posting the Credit for Non-Vatable Other Revenue (if any is included) in the informal extension period.
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 Non-VAT revenue.
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 required Nominal Ledger code for the posting of the income Credit entry for the informal extension period.
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 income.
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 Lease Type Default Calculation Basis screen and returns to the Miscellaneous Options Menu .
Provides online access to a context sensitive Help screen.
Provides the facility for editing the set-up options of the current Lease Type Default Calculation Basis record. No edits can be made to a record until the Amend button has been selected.
On first accessing the Lease Type Default Calculation Basis 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 Lease Type Default Calculation Basis 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 Lease Type Default Calculation Basis record.