Following completion and analysis of the required details within the Invoice Details Tab through cross-referencing with the actual invoice, the maintenance repair invoices are ready to be posted.
What do you want to do?
To access the Maintenance Authorisation posting form:
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 History Tab.
The Service History form is now displayed.
Single-right-click and select the Recall option.
Select the Invoice Details Tab.
Enter the Suppliers invoice number in the Repairer reference field.
Enter the Suppliers invoice date in the Repair invoice date field.
The Approval held field should only be ticked if the approval is under dispute but the invoice details are required to be recorded.
The Rejected field should only be ticked if the approval is rejected out of hand and/or the invoice details are required to be recorded.
The Customer order ref is an optional field used in conjunction with the recharge invoice.
The Internal reference is an optional field.
Select the enabled 
icon (or, alternatively, select the Post Approval option from
the Tools menu).
The Maintenance Authorisation Posting form is displayed.
Select the appropriate option followed by the
to post the maintenance
approval purchase, maintenance recharge (or both) through to accounts.
This form is split into four parts that are as follows:
In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.
The following posting options are available:
Post both purchase and recharge: Posts both the maintenance approval purchase and maintenance recharge through to accounts.
Post purchase only: Posts only the maintenance approval purchase through to accounts.
Post recharge only: Posts only the maintenance recharge through to accounts.
Tip: Once the approval is correctly posted through to accounts the
icon is
disabled.
