Function Icons
INSERT NEW RECORD
DELETE RECORD
EDIT EXISTING RECORD
SAVE/POST RECORD
REFRESH RECORDEnter Contacts detail. All fields have comments or headings to assist entry.
Contacts include;
Agent,Broker,Creditor, Underwriter Contact,Underwriter
Contact Filter drop Down menu will filter a particular contact.
Contact Underwriter Look up List
On Insert of a new contact choose from the FILTER first!
Complete name details
Underwriter name
Undercontact - ‘being the associated Underwriter contact person’
Choose from the Look up List below, the appropriate Underwriter.
Note: The Lookup List can only be accessed when “Undercontact” type has been selected,
in insert or edit mode!
Contact Duplicate record
Click to duplicate current record, to save entry time on contact detail
that may be for the same Organization etc.
Screens will vary dependant on contact type!!!!!!!
When Browsing,Inserting or Editing Contact records,mode will display in navigation bar at the top of the form.
Products Tab.
When selecting Products, Underwriter must be selected first.
When Browsing,Inserting or Editing Products records,mode will display in navigation bar at the top of the form.
Invoices Tab.
To enter and display new invoice information.
Enter Return premium amounts here. Here you can create an invoice to pay upon,this information will be sent to Payments table to be processed.
Your invoice detail is that which has been provided.
There is an ability to link transactions to the client policy by choosing Client lookup.
Where GST is not included for your GST payables, un-tick GST box.
NOTE : Amount Paid will AUTO update on completion of record save/post.
The blue grid below GL account is for notes.
Invoice type is “I” for invoice.
GL account will identify the service/payment type
Contact Grid
Contact Search
When Browsing,Inserting or Editing Invoice records,mode will display in navigation bar at the top of the form.
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