Escalations

Overview

Opens the Escalations form that enables the initiation of the the Escalation Process.

What do you want to do?

• View the Escalation form details
• Access the regular rentals process

See also:

• Menubar and Toolbar

To access the Escalations 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 Accounting menu bar from the icon menu on the left of the form.

4. Select the shortcut.

This form is split into six parts that are as follows:

Title Bar

In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.

Menubar and Toolbar

• File

• Reports

• Admin

• Help

Menu	Icon	Description
File > Exit		Enables the Escalations form to be exited.
File > Search		Searches for all agreements that have outstanding Escalations agreements that meet the selection criteria that is entered. The system then displays a Printer Selection List Box form so that the required printer on which the Escalations are to be reported may be selected. Following selection of the appropriate printer the OK command button proceeds with the Escalations procedure. Agreements are merely reported on until the Update? check box is selected below; only then are escalation uplifts generated.
Reports > Order, Agreements, Maintenance, Terminations, Customers		This menu option provides access to a number of reports (and Quick Mail - a pre-defined email relevant to the specific area from which it is accessed). Once written within RepGen an button may be used to located and select these reports for inclusion within this menu list within the appropriate area column in the Quick Reports Tab within Fleet Kompact / System Maintenance / System Parameters. The required email format for inclusion in this menu list is defined within ??? Quick Mail field (where ??? denotes the appropriate area).
Admin > Administrator		Accesses Administrator mail and diary functions.
Admin > CRM		Accesses CRM and its associated Company, Customer and Vehicle records.
Help >		Provides online access to context sensitive help for the current application using the default browser.

Status Bar

The Status Bar provides general information regarding the selected vehicle and contract details. It remains visible for all maintenance operations precluding the need for the maintenance controller to switch forms in order to access general information.

Escalations Dialogue Box

This area of the form displays a number of fields that act as selection criteria for locating the required agreements to be escalated

Registration: Escalation search routine can limit the generation of agreements to be escalated to: a specific vehicle registration number; all registration numbers (by leaving the question marks in place within this field); or, a number of registration numbers (by using the question mark wild cards - for example, Y531????? would find all vehicles with a registration beginning with Y531.

Agreement: Escalation search routine can limit the generation of agreements to be escalated to: a specific agreement only (by entering an agreement number within this field); all agreements by (satisfying any other additional selection crieria within the form) leaving this field blank.

Selection of the button immediately to the right of this field displays a Contract Search form that enables an existing agreement record to be found.

Customer: Escalation search routine can limit the generation of agreements to be escalated to: a specific customer only (by entering a company code within this field); all customers (by leaving the question marks in place within this field); or, a number of customers (by using the question mark wild cards - for example, FRE????? would find all customers whose name begins with FRE.

Selection of the button immediately to the right of this field displays a Customer Search form that enables an existing company record to be found.

Fleet Type: Generally used to identify the overriding type of vehicle ownership/contract (for example, CH - Contract Hire) to be specified for this customer.

Tip: Fleet Type is held within the Agreement Tab.

The escalation search routine can limit the generation of agreements to be escalated to: a specific fleet (by selection of a specific fleet type code within this field); all fleet types (by leaving the question marks in place within this field); or, a number of fleet types (by using the question mark wild cards - for example, A? would find all fleet types beginning with A.

Product: Product code (defined within Products in Miscellaneous Options and held in the Agreement Tab.

The escalation search routine can limit the generation of agreements to be escalated to: a specific product only (by using the button to enter a product code within this field); all products (by leaving the question marks in place within this field); or, a number of products (by using the question mark wild cards - for example, CH?????? would find all products beginning with CH; all contract hire products, for example, could be escalated provided the coding is suitably arranged).

Frequency: This field denotes the frequency of invoiced regular payments to be made within an agreement. The button accesses a drop-down list displaying available frequencies.

The escalation search routine can limit the generation of agreements to be escalated to: invoices of a specific frequency only (by entering a frequency within this field for example, Quarterly) or all frequencies (by leaving this field blank).

Effective From: Escalation search routine can limit the generation of agreements to be escalated by date criteria. This field is used in conjunction with the following Effective Up To field in order to establish a range of dates between which agreements with a Next Escalate Date (held in the Escalate Tab of the agreement) fall. Escalation agreements due on or after the date entered in this field are escalated.

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. This field defaults to today's date.

Effective Up To: Escalation search routine can limit the generation of agreements to be escalated by date criteria. This field is used in conjunction with the previous Effective From field in order to establish a range of dates between which agreements with a Next Escalate Date (held in the Escalate Tab of the agreement) fall. Escalation agreements due on or before the date entered in this field are escalated.

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. This field defaults to last day in the current month.

Invoice Dated: Date that is to be generated on any printed invoices that are produced using the above selection criteria.

Update: Selection of the Searches for all agreements that meet the matching the selection criteria that is entered and are due to be escalated. These agreements are merely reported on until this check box is selected; only then are the selected agreements escalated.

Progress Bar

A series of blue squares display the progress that is being made within the search process.