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Contract Services

Historically Product codes are used to describe which contract services are offered. This typically forces abbreviated descriptions in order to fit in all of the service add-ons. The Contract Services option enhances the process by allowing selection of additional contract service codes to an agreement. The Product code still describes the standard product on offer and the Contract service codes can be used to describe all of the maintenance/contract add-ons. One or more of the contract services may be selected during the manual upload process via this form. The selected items then stay with the agreement (and are fully editable at any time via the Contract Services option in the Tools Menu of the agreement) during the contract life cycle.

To access the Contract Services 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 open2.gif 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.

    The manual input process is available for the input of values that are pre-calculated via an external source. A series of five forms are displayed in the form of a wizard prompting entry of the correct data for establishing a valid agreement.

  4. Select the Manual input radio/option button then select the Next command button.

  5. Use the Contract Services icon on the 3rd form of the wizard to display the Contract Services form that enables selection from the current list of available Contract Services codes.

Contract Services 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 any selected contract services.
File > Exit Exit Exits the contract services form without saving any edits that have been made. The ALT F4 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.

Contract Services Dialogue Box

Contract Inclusions:

Displays a list of contract services currently selected against the agreement.

Service: First column in the table displays the eight character alphanumeric contract service code for example, T2

Description: Second column in the table displays the free format fifty character alphanumeric service description. for example, Tyres - No Quibble Replacement.

Available Services:

Displays a list of all available Contract services available for selection (set up within the Contract Services table in Miscellaneous Options).

Service: First column in the table displays the eight character alphanumeric contract service code for example, T2

Description: Second column in the table displays the free format fifty character alphanumeric service description. for example, Tyres - No Quibble Replacement.

Command buttons:

Add: Adds the selected code in the Available Services grid to the Contract Inclusions grid.

Remove: Removes the selected code in the Contract Inclusions grid and returns it to the Available Services grid.

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