Region Browse

Purpose

To provide a list of Regions that have been established

Access

1. Control | Edit/View Region/Sub Regions
   
2. [F2] on any account or quote

Dialog Details

• Related Articles

• Region Details

  Purpose The Region field is a mandatory field on all accounts This field may be used for Browse and Report filtering in Vault and Bailment. Regions are also used in Bailment to assign Stock Auditors to Bailment Dealers The list of available regions ...

• (Client) Account Quote Browse

  Purpose To provide a list of Quotes that belong to the Client this dialog was accessed from Access from within a client Search Criteria There are no search criteria. A list of both active and inactive quotes for the client is presented Once a Quote ...

• Account Quote Profile Browse

  Purpose To provide a list of Quote Profiles that have been established Access Quote | Edit/View Account Quote Profiles [F2] Lookup on the Profile field Search Criteria

• Account Quote Variable Field Browse

  Purpose To provide a list of Variable Fields that have been established Access Quote | Edit/View Account Variable Fields [F2] Lookup from the Account Quote Profile Details dialog Search Criteria

• Account Quote Details

  Purpose To enter the client and finance information required to produce loan documentation. If the loan is approved, the Quote details will be made directly into an Account. Timing Quotes may be created at any time Access Quote | Access Quotes | | ...