Create Renewals

Overview

This option allows renewal records (for Motor Club, Insurance and Road Fund Licenses) to be created in a separate file to allow manipulation of the values and other details within the Release renewals function when ready.

What do you want to do?

• View the Create Renewals form..
• View the full process step by step.

Step-by-step process

To access the Create Renewals option:

1. From the Master Menu, select the Contract Administration option and Company required.

   The Contract Administration menu is displayed.

2. Select the Administration Options option.

   The Administration Options Menu is displayed.

3. Select the Create Renewals option.

   The Create Renewals form is displayed.

4. The Renewal type field enables a drop-down list of the available renewal types (Motor club, Insurance, Licences or all) to be selected. Typically this routine is used for Licences (RFL renewals).

5. The Start date field allows entry of the earliest renewal date either directly or by using the button to search for the date using the Kestrel calendar search routine. Use the tab key to move to the next field.

6. The End date field allows entry of the latest renewal date either directly or by using the button to search for the date using the Kestrel calendar search routine. Use the tab key to move to the next field.

7. The Process terminated vehicles checkbox can be checked to include terminated and washed out vehicles in the renewal process.

8. Select the Proceed button to create the records due for renewal in the renewals file.

9. Once the process is complete the system returns to the Administration options menu.

Create Renewals Form

This form is constituted of five elements, which are as follows:

Title Bar

In addition to displaying the screen name the Title Bar provides a number of useful buttons.

Menubar and Toolbar

• File

• Help

Menu	Icon	Description
File > Exit		Exits the form and returns to the Administration Options menu.
Help >		Provides online access to context sensitive help for the current application using the default browser.

Create Renewals Dialogue Box

The following data fields are contained within the Create Renewals Dialogue Box:

Renewal Type: Selection of the button immediately to the right of this field presents a list box which displays the following currently available valid options:

All Renewals

Motor Club

Insurance

Licenses

The selected item is returned to the Renewal Type field.

Start Date: The renewal range start date. The system defaults-in the current system date.

By clicking-on the button immediately to the right of the date fields a monthly diary form is displayed in order to assist in establishing the correct date. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary form. A double-click on the appropriate day of the month enters this date into the appropriate date field.

Tip: Enter Tto display today's date.

End Date: The renewal range end date. The system defaults-in the current system date.

By clicking-on the button immediately to the right of the date fields a monthly diary form is displayed in order to assist in establishing the correct date. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary form. A double-click on the appropriate day of the month enters this date into the appropriate date field.

Tip: Enter Tto display today's date.

Process Terminated Vehicles: A checkbox which, if ticked, denotes that renewal records are also created for vehicles with a status sold.

Command Buttons:

Proceed: The system creates the periodic renewal records as applicable and returns to the Administration Options Menu.