There are two mutually exclusive ways to create an agreement. It may be initiated through Kestrel Fleet Quotations or manually input. The Kestrel quotation may be generated within Kestrel Fleet Quotations manually or by loading a showroom quotation.
What do you want to do?
The following step by step process should be followed:
Access the Create a new Agreement from a Fleet Quotation
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.
Select the Fleet Quotation radio/option button then select the Next command button.
The Quotation Search form is displayed.
There are a number of selection criteria fields that may be used individually or in conjunction with each other in order to locate the required quotation. Enter the required search criteria (or simply enter the Quote number if known) and select the Search command button.
A list of quotes meeting the selection criteria is displayed.
Select the required quote with a single-left-click. A tick is displayed on the right hand side of the list.
Select the Next command button.
Cross-reference the quotation product.
If more than one Product is cross-referenced to the product selected within the quotation then the Product Xref form is displayed.
Select the Product code or use the
button to select the
required product to be used in the agreement.
Enter Customer & Posting Details
The Customer & Postings form is displayed.
Accept the Product and Posting Table codes or use
the ![[...]](Ellipsis.gif){kind=small}
button to select
alternative codes.
Select the Finish command button
The system returns to the Contract Management form and confirms the new agreement number.
