This form enables the validation that certain essential values are present before the start date is entered and the agreement may be started.
Tip: The Agreement must balance field set up within the Product details determines whether or not the agreement must balance before it is started. If this field is not ticked then the Write Off command button is enabled within this form.
What do you want to do?
To access the Start Contract 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.
Load the required contract by either entering the Registration number or
Agreement number or by using the
icon to open the
Contract Search form (which enables a contract to be located
using various selection criteria).
Select the 
icon.
Select the 
shortcut from the menu on the left of the form.
The contract management Agreement Tab is currently displayed.
Select the 
icon.
The Start Contract form is displayed.
Enter the Start Date.
If an initial rental is required tick the Raise initial invoice checkbox and enter an Initial Invoice Date (the date to appear on the printed initial invoice.
Ensure the key date in the account and posting type fields is correct.
Select the Start command button.
This form is split into three 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 Start Contract Dialogue Box contains several data fields for validation purposes and allows the contract start date to be entered and, if required, initial rentals to be raised.
Customer Reference: The left of the field contains the company record code (e.g. Minerva) associated with the marketing company currently attached to the agreement. The right of the field displays the full marketing company name associated with the company record.
Invoice Account: Contains the Sales Ledger invoice account code and name to which invoices/credits are to be posted for this customer.
Product: The left of the field displays the Product code (defined within Products in Miscellaneous Options.
Note: If the agreement is created from an existing quotation then the Kompact product contains a link to the appropriate Fleet Quotation (FQ) product. (defined within Products in Miscellaneous Options.
The right of the field contains the description associated with the selected product.
Posting Table: The left of this field displays the multi posting table code defined within Posting Tables Setup in Miscellaneous Options. Once defined, the table is then allocated against the appropriate product (in the Default MPT field) within Products in Miscellaneous Options. Selection of the
button immediately to the right of this field displays the Posting Tables List Box. The appropriate table should have been automatically allocated following selection of the Product.
The right of the field contains the description associated with the selected multi posting table.
Balance: Displays whether the values entered for the contract are in balance or, if not, displays the exact figure the contract is out of balance. If the contract is out of balance then a cross is placed to the right of this field. If this imbalance is for a significant value then investigatory work is required; however, if the imbalance is very small a decision may be taken as to use the Write Off command button to automatically balance the contract.
Registration: The registration number of the vehicle associated with the selected agreement.
Note: A validation process identifies that all of the above fields are correctly populated and that the agreement balances. A tick is placed to the right of each field as it is validated. If a cross is placed to the right of the field then the agreement must be re-visited to correct the error. The contract cannot be started until all fields are validated.
Start Date: The agreement start date is entered here.
Termination Date: The estimated agreement end date is automatically calculated from the start date.
Raise Initial Invoice: If the initial rental has not already been raised (via the Initial Rental procedure) then ticking this checkbox raises the initial rental invoice as the contract is started.
Initial invoice date: The date that is to be generated on the printed initial invoice.
By clicking-on the
Command Buttons
The following command buttons are available within this form:
Start: Starts the agreement after all values are correctly validated.
Cancel: Exits the form without starting the contract.
Write Off: If the agreement is out of balance then a cross is placed to the right of this field. If this imbalance is for a significant value then investigatory work is required; however, if the imbalance is very small a decision may be taken as to use the Write Off command button to automatically balance the contract.
Help: Provides online context sensitive help.