Overview
This enables a new agreement record to be created. The contract may be created manually (via a manual input wizard) or by importing an existing quotation from the Kestrel Quotation system (FQ).
To access the create contract option:
From the Master Menu, select the Fleet Kompact option and Company required.
The Kestrel Kompact Menu is displayed.
Select the Contract Management option.
The Contract Management form is displayed.
Select the 
icon.
The Create Contract form wizard is displayed so that a new agreement may be created by way of either an existing fleet quotation or manual input.
This is the third form to be displayed within the wizard sequence.
Create Contract (Contract Details) Dialogue Box
The Create Contract (Contract Details) Dialogue Box contains the following fields:
Product: Displays the Product code and description (defined within Products in Miscellaneous Options. Selection of the
button immediately to the right of this field displays the Products List Box. The appropriate product should be selected from the list and the OK command button used to confirm this product.
Note: Product (defined within Products in Miscellaneous Options contains a cross-reference to the Default MPT so that the Posting Table field below is automatically populated.
Posting Table: Displays the multi posting table code defined within Posting Tables Setup in Miscellaneous Options. Once defined, the table is then allocated against the appropriate product (in the Default MPT field) within Products in Miscellaneous Options. Selection of the
Period: Period over which the lease agreement is taken.
Frequency: This field determines the frequency of invoiced regular payments to be made within the agreement. The
button accesses a drop-down list displaying currently available selections for example, Monthly.
Profile: Short coded form of the rental profile for example, 3/33/2 which is broken down as follows:
Initial: Displays the number of initial rentals for the proposed agreement.
Regular: Displays the number of regular periodic rentals for the proposed agreement.
Start Month: Displays the month (within the contract term) in which payments are due to commence.
Contract Distance: Proposed annual distance to be travelled within the contract.
Excess Distance
Rate 1: Excess distance rate corresponding to the Break 1 cell immediately to the right of this field.
Break 1: First mileage-break (i.e. the number of miles above the contracted mileage to which a rate is to be applied) is displayed in the first row of this column. The corresponding excess mileage rate is displayed in the Rate 1 cell immediately to the left of this field.
The second mileage-break is displayed in the second row of this column. The corresponding excess mileage rate is displayed in the Rate cell immediately to the left of this field.
Rate 3: Excess mileage rate for any mileage over the value contained in Break 2.
These figures are used to calculate excess mileage money due to the lessor from the lessee.
Under Distance
Rate 1: Under distance rate corresponding to the Break 1 cell immediately to the right of this field.
Break 1: First mileage-break (i.e. the number of miles below the contracted mileage to which a rate is to be applied) is displayed in the first row of this column. The corresponding under mileage rate is displayed in the Rate 1 cell immediately to the left of this field.
The second mileage-break is displayed in the second row of this column. The corresponding under mileage rate is displayed in the Rate cell immediately to the left of this field.
Rate 3: Under mileage rate for any mileage over the value contained in Break 2.
These figures are used to calculate under mileage money due to the lessee from the lessor.
Services
RFT: Consists of two fields. The first field contains the road fund licence code applicable to the current agreement for example, RFLCAP
The second field contains the RFL Option Description (for example, RFL Capitalised) associated with the RFL Code.
The RFL code may be directly keyed into this field or, selection of the
Motor Club: Consists of two fields. The first field contains the motor club type code applicable to the current agreement for example, RACFUL
The second field contains the Motor Club Option Description (for example, RAC Full Corporate) associated with the Motor Club Code.
The Motor Club code may be directly keyed into this field or, selection of the
Relief: Consists of two fields. The first field contains the relief vehicle type code applicable to the current agreement for example, 02
The second field contains the Relief Vehicle Option Description (for example, Immediate Mechanical & Accident) associated with the Relief Code.
The relief vehicle code may be directly keyed into this field or, selection of the
Maintenance
Default Repairer: If the Use Default Repairer checkbox is selected within the General Tab of System Parameters then the default repairer functionality is visible to the user and functioning; if not selected, the functionality remains dormant in the background. This functionality enables a default repairer to be added to the vehicle record which is used when a new order/booking is created; this enables the repairer details to be defaulted in to the Repairer Tab when a new maintenance authorisation is created. The default repairer is initially added here in the manual agreement upload process and is subsequently held and displayed in the Ancillary Data Tab within the Maintenance form of the agreement.