This functionality enables the linking of one agreement [Parent] to another agreement [Child]. This could be in a One [Parent] to One [child] relationship or a One [Parent] to Many [Children] relationship.
What do you want to do?
The following step by step process should be followed:
In order to use the Parent/Child Agreement Linking functionality the Linked Agreements checkbox in the General 2 Tab of System Parameters must be ticked.
View the Linked Agreements Tab
Ticking the Linked Agreements checkbox in the General 2 Tab of System Parameters enables the Linked Agreements Tab. This tab displays any agreements (parent or child) linked to the selected agreement.
Ticking the Linked Agreements checkbox in the General 2 Tab of System Parameters enables the Change Parent Agreement option in the Tools Menu of the agreement. Select this option.
Select the ![[...]](Ellipsis.gif){kind=small}
button
to displays the Contract Search form so that the
required agreement may be located and linked.
Select the 
icon.
The linked agreement is now displayed in the Linked Agreements Tab.
To unlink an agreement access the
Change Parent Agreement form
and blank out the agreement number and select the
icon.
Note: A Parent agreement can be selected to be the linked child of another parent agreement. The system displays the appropriate warnings (Current agreement number ?????? has 1 child agreement. Do you wish to continue and transfer current agreement number ?????? and its 1 child agreement to new parent agreement number ??????) but allows the link. Both the original parent and child agreements now become child agreements of the new parent agreement.
Select the appropriate printer and raise initial rentals if required.
The system checks whether the Child agreement(s) is also live and if not returns a prompt notifying the user of any linked agreements and asking if these agreements should also be started. Select Yes or No as required.
Invoice Parent & Child agreements
Open the parent agreement and select the
icon.
Select the Linked Agreements Tab.
Tick the Invoice column for each child agreement that is to be invoiced along with the parent agreement.
Generate the standard Regular Rental invoicing routines so that the Parent and Child agreements are invoiced together with the parent and (format stationery modifications permitting) are displayed on the same invoice.
The invoicing sequence is now sorted as follows: Customer ref; Cost Centre [if applicable]; RegNo [Parent]; and RegNo [Child of Parent].
The Format stationery needs to be changed to identify Parent and Child Agreements.
Note: Leaving the Invoice checkbox unticked ensures that the parent and child agreements can be invoiced separately.
Credit Parent & Child agreements
Open the parent agreement and select the
icon.
Select the Linked Agreements Tab.
Tick the Invoice column for each child agreement that is to be credited along with the parent agreement.
Generate the standard Regular Rental invoicing routines (ensuring the Credit checkbox is ticked) so that the Parent and Child agreements are credited together with the parent and (format stationery modifications permitting) are displayed on the same credit document.
The credit sequence is now sorted as follows: Customer ref; Cost Centre [if applicable]; RegNo [Parent]; and RegNo [Child of Parent].
The Format stationery needs to be changed to identify Parent and Child Agreements.
Note: Leaving the Invoice checkbox unticked ensures that the parent and child agreements can be credited separately.
Terminate the Parent Agreement.
The system validates whether there are any Child agreement(s) that also need to be terminated and if so returns a prompt notifying the user of any linked agreements and asking if these agreements should also be terminated. Select Yes or No as required.
Cloning Linked Child Agreements
Select the agreement to be cloned and then select Clone from the File menu.
In the Kompact Clone Agreement form enter the number of agreements to be cloned from the donor agreement and select OK.
The system validates whether the selected agreement(s) is a Child agreement(s) linked to a parent agreement. If so, the system prompts that the selected agreement is a child of a parent agreement and prompts whether the new agreement should retain the link to the original parent agreement. Select Yes or No as required.
