Create Renewals Tab

Overview

The Create Renewals Tab allows date selection criteria to be entered to generate renewals transactions for agreements.

To access the create renewals tab:

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.

Create Renewals Tab Dialogue Box

Registration: The renewals search routine can limit the production of renewal invoices to: a specific vehicle registration number; all registration numbers (by leaving the question marks in place within this field); or, a number of registration numbers (by using the question mark wild cards - e.g. Y531????? would find all vehicles with a registration beginning with Y531.

Agreement: The renewal search routine can limit the production of renewal invoices to: a specific agreement only (by entering an agreement number within this field); all agreements by (satisfying any other additional selection crieria within the form) leaving this field blank.

Selection of the button immediately to the right of this field presents a Contract Search form that enables an existing agreement record to be found.

Renewals From: The renewals search routine can limit the production of renewal records by date criteria. This field is used in conjunction with the following Renewals To field in order to establish a range of dates between which renewals are to be invoiced for agreements. Renewals due on or after the date entered in this field are invoiced.

By clicking-on the button to the right of the date field a monthly diary form is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary form. A double-click on the appropriate day of the month enters this date into the date field. This field defaults to today's date.

Renewals To: The renewals search routine can limit the production of renewal records by date criteria. This field is used in conjunction with the previous Renewals From field in order to establish a range of dates between which renewals are to be invoiced for agreements. Renewals due on or before the date entered in this field are invoiced.

By clicking-on the button to the right of the date field a monthly diary form is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary form. A double-click on the appropriate day of the month enters this date into the date field. This field defaults to today's date.

Tip: Once the renewal records are generated the Release Renewals Tab should be accessed to release, print and post some or all of these transactions.