Issue a Maintenance Approval Process

This form details the process for raising a typical maintenance approval.

What do you want to do?

The following step by step process should be followed:

Access the issue approval option

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.
The Contract Management form is presented displaying the Maintenance Tabs.

Completing the Repairer Tab

Select the icon (or the Issue Approval option from the Tools menu).

The Repairer Tab in the Approval section of the form is now activated.
Enter the Repairer Code directly or use the button to open the Customer Search form to locate the required repairer.

The Account field is automatically populated with the PL account code and the Repairer field is populated with the repairers name.
The suggested default Contact and Phone can be kept as is or amended if required.
Enter the Odometer reading of the vehicle at the time of the approval.
Enter the date of repair in the Repaired field.
Single-right-click any part of the approval grid and take the Create option.

The Issue Approval form is displayed.

Issue Approval Form

Enter the Class code directly or use the button to locate the required code. (This is an optional field and can be deactivated by unticking the Force Approval Codes field in the General Tab of System parameters).
Enter the Analysis code directly or use the button to locate the required code. (This is an optional field and can be deactivated by unticking the Force Approval Codes field in the General Tab of System parameters).
Enter the RTS code directly or search using the button.

Either accept the associated Description as is or modify as required.
Enter a Parts value if applicable.

Either accept the default VAT code or search using the button. In a similar way, either accept the default Parts VAT value or modify as required.
Enter a Labour value if applicable.

Either accept the default Labour VAT value or modify as required.

Tip: The recharge section should only be filled in if some or all of the maintenance costs are to be passed on to the customer.

Enter a Recharges Parts value if applicable.

Either accept the default VAT code or search using the button. In a similar way, either accept the default Recharges Parts VAT value or modify as required.
Enter a Recharges Labour value if applicable.

Either accept the default Recharges Labour VAT value or modify as required.
Enter Approval Notes if applicable.
Enter Recharge Text if applicable.

Note: The text entered here can appear on the invoice to the customer.