The Finance Lease Types set-up screen is accessed via Miscellaneous Options / Finance Lease Types and is used to create, edit and delete Finance Lease Types which allow for the different treatment of Finance Lease deals. The types set up in this module of the software are used by the Quotations system when a quotation is produced.
The screen is split into three areas. These are the Titlebar, the Finance Lease Types 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 finance lease type select the Create Command Button.
To view or amend an existing finance lease type use the following procedure:
The cursor is located in the Finance Lease Type field prompting selection of an existing lease type code/name. A single-left-click of the ellipsis (...) box to the right of this field displays a Lease Types List Box from which the appropriate lease type is selected. A double-left-click selects and confirms the required lease type (alternatively, single-left-click and select the OK command button).
The Details Tab displays a number of details relating to the selected Finance Agreement, which are as follows:
- Description
A free-format textual description of the lease type. This field allows input of (up to) thirty alphanumeric characters.
- VAT Assumption Grid
The VAT assumption to be identified for special treatment. This grid contains the following three columns:
- Code
For input of a VAT code. This code may be entered directly. A single-left-click in this column, however, presents an ellipsis box which when selected displays a VAT Assumptions List Box from which the appropriate VAT assumption is selected. A double-left-click selects and confirms the required VAT assumption (alternatively, single-left-click and select the OK command button).
- VAT Assumption
Automatically displays the VAT assumption description related to the selected Code.
The VAT Assumption description used by the system when splitting out the rental for invoicing. For example, if the First rental split denotes the finance rental then the VAT assumption code may well be F and the VAT Assumption Description be Finance.
The VAT Assumption Codes set-up screen is accessed via Fleet System Management / Miscellaneous Options / Posting Controls / VAT Assumptions.
To exit this field select the ESC key.
- I
A code for where the sales invoice for the selected VAT Assumption is to be directed A single-left-click in this field enables data entry. The following selections are valid entries:
C Customer
F Finance House
N None
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 Finance Lease Types screen and returns to the Miscellaneous Options menu.
Provides online access to a context sensitive Help screen.
Enables the creation of an additional Finance Lease Type. Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new Finance Lease Type is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" Finance Lease Type so that only required values need be edited.
Provides the facility for editing the set-up options of the current Finance Lease Type record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected Finance Lease Type.
On first accessing the Finance Lease Types screen 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 Finance Lease Types 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 Finance Lease Type.