This menu displays the following options:
New: Allows a new agreement record to be created. The contract may be created manually (via the Create Contract wizard) or by importing a quotation from Kestrel Quotes.
Open: Allows an existing agreement record to be opened via the Fleet Global Search form.
Close: Closes an agreement record that is currently open for editing purposes.
Edit: Allows the current agreement record to be opened for editing. The edit button will switch from display to edit mode allowing editing to take place. Each user must have permission set correctly within the Kompact User Permissions option to use this option. When the edit mode is selected editing of the record is allowed.
Recent: Displays a list of the 10 most recently accessed agreements for the current user. A contract shown on the list may be selected to load it without having to go through the search routine.
Save: Saves any edits that are made to the currently open record. Existing details held for the contract are overwritten. If important fields are amended the changes may be audited. To view the audit take the Properties option from the File menu and then select the Audit Tab.
Print: Enables a number of print options depending upon the area of the agreement (Order, Agreement, Maintenance, Termination, etc) currently being accessed. For example, within Orders, this option displays all of the Order formats that are set-up within the Quick Reports Tab within Fleet Kompact / System Maintenance / System Parameters. Following selection of the required print format the Print Order form is displayed that, in the Order example, allows a vehicle purchase order to be printed (but only when the vehicle has a nominated supplier). As soon as it is printed the contract is moved to Order in Progress status.
Tip: The ability to be able to select from up to 10 print formats allows, for example, the user to decide which of the formats is most suitable for the specific task in hand. For example, within the Orders area it allows selection of the most appropriate order formats for the current task and also allows for the combination of the 5 points shown below:
- The ability to print an order to the main supplier, showing what will be paid to the main supplier.
- The ability to print an advice note to an alternative supplier to supply a product to the main supplier, which the main supplier will independently order from the alternative supplier; the main supplier will pay the alternative supplier.
- The ability to print an order to the alternative supplier, and pay the alternative supplier.
- The ability to print un-priced items on the order to the main supplier where those individual items are being purchased by the leasing company from the alternative supplier.
- To be able to print notes and comments made against all of the specification items on the order. This is available for all or none; the system cannot specify which items to print the notes for at the time of printing the order.
Properties: Displays the Properties form which keeps an audit of events within the agreement.
Exit: Exits the current form and returns to the previous menu. If the agreement has not been saved then the user is prompted to confirm that they wish to save and exit the agreement or cancel.