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Change Parent Agreement

This form enables a child record to be attached [and un-attached] to/[from] a Parent record.

Linked agreements may then be started, invoiced/credited and terminated together.

Note: Ticking the Linked Agreements checkbox in the General 2 Tab of System Parameters enables this option in the Tools Menu of the agreement.

What do you want to do?

To access the Change Parent Agreement form:

  1. From the Master Menu, select the Fleet Kompact option and Company required.

    The Kestrel Kompact Menu is displayed.

  2. Select the Contract Management option.

    The Contract Management form is displayed.

  3. Select the Open icon.

    The Contract Search form is displayed.

  4. Enter the appropriate information to locate the required agreement.

  5. Select the Edit icon.

  6. Select the Front page shortcut from the menu on the left of the form.

    The contract management Agreement Tab is displayed.

  7. Select the Change Parent Agreement option from the Tools menu.

Change Parent Agreement form

This form is divided into four parts that are as follows:

Title Bar

In addition to displaying the form name the Title Bar displays other useful identification criteria and buttons.

Menubar and Toolbar
MenuIconDescription
File > Save Save Saves the selected agreement link and populates the linked agreement in the Linked Agreements Tab. The ALT S shortcut is an alternative way of saving the linked agreement.
File > Exit Exit Exits the Change Parent Agreement form without saving the link. The ALT X shortcut is an alternative way of exiting the form.
Help > Help Provides online access to context sensitive help for the current application using the default browser.
Change Parent Agreement Dialogue Box

Contains the following field:

Parent Agreement Number: Selection of the [...] button displays the Contract Search form so that the required agreement may be located and linked. Alternatively, the agreement number may be entered directly.

Note:

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