Overview
The Ancillary Data Tab enables enables a review of servicing dates and mileages in addition to the default repairer code.
To access the Ancillary Data 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 
icon.
Select the Ancillary Data Tab.
Ancillary Data Dialogue Box
The following fields are contained within the Ancillary Data Tab:
Service
Last service date: Date on which the vehicle was last serviced.
@: Mileage of the vehicle when it was last serviced.
Next service date: Date on which the vehicle is next serviced
@: Estimated mileage of the vehicle when it is next to be serviced.
Timing belt mileage: Mileage at which the timing belt is recommended to be replaced.
or: Number of months recommended before a timing belt is to be replaced.
Note: Above fields all currently exist in the CRM Vehicle History Tab.
Miscellaneous Details
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 in the Contract form in the manual agreement upload process and is subsequently held and displayed within this form.
Allow FK/MK synchronisation: Enables data relevant to this contract to be synchronised between Kompact and the CRM module.
Note: Only contracts with Allow FK/MK synchronisation selected will be able to synchronise.
Workshop transfer details:
Allow transfer: Permits the selected agreement to be available for a workshop transfer from Point of Sale.
Post approvals: Posts transferred approvals to the relevant accounts.
Transfer valid from: Start date of workshop transfer availability.
Transfer valid to: End date of workshop transfer availability.
Agreement Status Grid: Indicates at which status of an agreement a workshop transfer is permitted.
Approval Item Lines Grid
Beneath the fields contained within the Misc Tab is an Approval Item Line Grid. One approval may contain any number of approval item lines. Item lines may be entered into this grid via the Issue Approval form which is accessed via a single-right-click and selection of the Create option. Each of the columns contained within the item line grid is described below:
Class: Approval Class code.
Op: Approval Operation code.
RTS Code: RTS Repair code selected at the time of creating the approval for example,BDAEIRIAL.
Value: Total repair value for this particular repair item line. This is the net cost excluding VAT.
Note: Costs are entered at repair/item job line level. For each item of maintenance work being carried out (for example, a service and a pad replacement) an issue line is to be created for each repair/job. Each job line is then costed.
VAT Value: VAT value is calculated from the system default VAT element during the creation of an approval.
Total: Total line value i.e. the net value plus the VAT value. This is generated by the system once the Value and VAT value are populated
Description: System displays the RTS description held against the selected RTS Code. If necessary this description can be amended at the time of creating the approval.
Recharge: Cost to be recharged to the customer for this repair item line (if applicable).