Selection of the Agreement 2 Tab enables the review of additional agreement information including finance funding, vehicle codes and product services information.
To access the agreement tab:
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 Contract Search form is displayed.
Enter the appropriate information to locate the required agreement.
Select the 
icon.
Select the 
shortcut from the menu on the left of the form.
The contract management Agreement Tab is displayed.
Select the Agreement 2 Tab.
The Agreement 2 Tab Dialogue Box contains the following fields:
Finance House: Consists of two fields. The first field, if applicable, contains the finance house code (e.g. UDT) for the finance house that is funding the agreement. If the agreement is not funded then this field is left blank.
The second field contains the full free-format textual description for the Finance House name e.g. UDT Finance.
Finance Reference: If applicable, the finance reference number provided by the finance house. This is a thirty character free-format field.
Finance Start Date: The date on which the finance agreement starts.
By clicking-on the
button to the right of the date field a monthly diary form is displayed in order to assist in establishing the correct date criteria. 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 date field.
Finance End Date: The date on which the finance agreement ends. This is calculated from the Finance Start Date.
Period: Consists of two fields. The first field displays the period of hire for the agreement; the second field displays the payment frequency. e.g. 24 M.
Quote No.: If the agreement is initially converted from a quotation generated within the Fleet Quotations module, then this field displays the original quotation number.
Quote Created: The date on which the original quotation is generated.
Source: A code denoting the original source of the agreement i.e. FQ denotes that the agreement is originally created from a quotation generated within the Fleet Quotations module whilst MN denotes that the agreement is originally created manually via the manual agreement creation wizard.
CRM Vehicle: The unique sequential CRM magic number automatically allocated by the system to this vehicle record.
Vehicle Type: This field displays the available default vehicle types. A single-click of the
button to the right of this field enables selection from the current available options:
- P Private Light Goods
- C Commercial
Body Styles: Selection of the
Estate
Hatchback
Dropside
Tipper
Saloon
Station Wagon
Van - Combie
A single-left-click with the mouse returns the required body style to the Agreement 2 Tab.
Fuel Type: The fuel type code applicable to the vehicle e.g. Petrol, Diesel, etc.
Radio Code: The installation code for the radio, cassette or CD player which may be occasionally required.
I.C.E. Number: In-Car Entertainment code. An additional/alternative code to the Radio code, e.g. CD
Co2: Displays the Co2 emission rating provided by the default data supplier. This may be manually input/edited.
Qualifying: A checkbox which, if ticked, denotes the vehicle is a VAT Qualifying vehicle.
CC: The Cubic Capacity of the engine (e.g. 1800) for the selected vehicle.
Key Number 1: The unique key number for the selected vehicle.
Key Number 2: A unique key number for the selected vehicle.
Start Odometer: Odometer reading entered at the start of the agreement.
The value in this field updates the Start Mileage field within the Maintenance Contract Group Box of the Warranties Tab in the CRM Vehicle record.
RFL: Consists of two fields. The first field contains the road fund licence code applicable to the current agreement e.g. RFLCAP
The second field contains the RFL Option Description (e.g. 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 e.g. RACFUL
The second field contains the Motor Club Option Description (e.g. 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 e.g. 02
The second field contains the Relief Vehicle Option Description (e.g. Immediate Mechanical & Accident) associated with the Relief Code.
The relief vehicle code may be directly keyed into this field or, selection of the