Overview
Selection of the 
icon from the Accounting Main Menu opens the
Renewals form. This form initiates the following sequence of events:
Transaction Generation: Generates the required renewal transactions.
Posts to Transaction Log: All renewals meeting the selection criteria are posted to the transaction log.
Status set to X: All renewals posted to the transaction log are set to a status of X and transferred to the Nominal Ledger Invoice Buffer.
Note: Any renewals to be recharged to the customer are set to a status of R. They are not moved to the Nominal Ledger Invoice Buffer but are left pending awaiting user interaction. The Recharges menu option must be run from the Accounting menu to move the status forward to X.
Relevant Daybooks Printed: Daybooks in the appropriate ledger must be printed so that the transactions are posted to the appropriate accounts. This may be done manually by the user or within Timed Operations overnight.
Update Renewal Dates: Renewal dates on the agreements are updated with the next renewal date.
What do you want to do?
To access the renewals 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 Accounting menu bar from the icon menu on the left of the form.
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.
| Menu | Icon | Description |
|---|---|---|
| File > Exit |  |
Enables the Renewals form to be exited. |
| File > Search |  |
Searches for all agreements with an RFL, MOT or Motor Club renewal date that meet the date criteria that is entered. A Searching Agreements message is displayed in the Progress Bar. An Create RFL Renewals form is displayed prompting ??? agreement(s) found to process. Are you sure you wish to continue? (where ??? is the number of agreements found to process). Selection of the Yes command button proceeds with the initial renewals invoice procedure. The View Log may be used view the details of all renewals. |
| Tools > Release |  |
Only enabled when the Release Renewals Tab is selected. Following creation of the appropriate renewals records, this option may be used to release, print and post these transactions. |
| 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 ![[...]](Ellipsis.gif){kind=small}
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 the CRM module and its associated Company, Customer and Vehicle records. |
| Help > |  |
Provides online access to context sensitive help for the current application using the default browser. |
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.
Renewals Tab Dialogue Box
This area of the form displays two distinct tabs:
Create Renewals Tab: Enables the date selection criteria to be entered.
Release Renewals Tab: Enables individual or all renewals to be selected/deselected and ultimately posted to accounts.
Progress Bar
A series of blue squares display the progress that is being made within the search process.