Bailment Dealer Details - Accounts Search Tab

Bailment Dealer Details - Accounts Search Tab

Purpose

From the browse dialog, Bailment Accounts may be added, edited or terminated.

Access

  1. Bailment Dealer Details | Accounts Tab | Accounts Search Tab
  2. View | Bailment Accounts

Dialog Details


The initial presentation is a list of bailment accounts by Bailment Dealer

If accessed from within a Bailment Dealer the list is specific to accounts belonging to that Bailment Dealer.

Details Specific Buttons

[Button]Explanation

Allows manual creation of a new Bailment Account/Asset 
Allows editing of an existing Bailment Account/Asset

Allows single account or bulk account termination of accounts



    • Related Articles

    • Bailment Dealer Browse | Accounts | Accounts Search Tab

      Purpose A list of accounts belonging to the accessed Bailment Dealer is presented. The dialog is designed to allow easy and relevant searching of Bailment Accounts and Assets dependant on the required search criteria. Access Bailment Dealer Details | ...
    • Bailment Dealer Details | Accounts | Direct Debit Tab

      Purpose Records all information related to a Dealers direct debits. Unposted Direct Debits may be edited or changed from this dialog. Access View | Bailment Dealers | Bailment Dealer Details | Accounts Tab | Direct Debits Tab Dialog Details The ...
    • Bailment Account Details Asset Details Tab

      Purpose To record asset identifying and purchase details for the Bailment Account These details allow identification of each asset on bailment so asset sales can be audited and tracked Access View | Bailment Dealers | Bailment Dealer Details | ...
    • Bailment Account Details - Documents Tab

      Purpose Display documents that have been created through system processes so they may be viewed or printed Keeps track of generations of Trust Receipts recorded when changes are made to a Bailment Account Access View | Bailment Dealers | Bailment ...
    • Bailment Account Details Termination Tab

      Purpose To allow the processing of termination enquiries, actual terminations, credit returns and reversing terminations. – used when a bailment dealer request a termination amount for an asset sold or due to be sold – used when an asset has been ...