Suspend Contract

Overview

This form allows the suspension of invoicing to the customer whilst allowing budget postings to go through to the Nominal Ledger each period.

Tip: If the suspension is removed from the agreement then the system produces a "catch-up" invoice on the next invoice run.

To access the suspend contract option:

1. From the Master Menu, select the Fleet Kompact option and Company required.

   The Kestrel Kompact Menu is displayed.

2. Select the Contract Management option.

   The Contract Management form is displayed.

3. Select the icon.

   The Contract Search form is displayed.

4. Enter the appropriate information to locate the required agreement.

5. Select the icon.

6. Select the shortcut from the menu on the left of the form.

7. The contract management Agreement Tab is displayed.

8. Select Suspend Contract from the Tools Menu.

   The Suspend Contract form is displayed.

9. Enter the date from which the contract is to be suspended in the Suspend Date field or search for the required date by using the button.

10. Select the OK command button. The agreement status has changed to Suspended.

11. Tip: To Unsuspend the agreement follow the same process and blank-out the date.

This form is split into three 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.

Suspend Contract Dialogue Box

The Suspend Contract Dialogue Box contains the following field:

Suspend Date: The date from which the customer invoicing is to be suspended. This defaults to the system date.

Selection of the button immediately to the right of this field displays a monthly diary form 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 Suspend Date field.

Tip: This is a toggle-function. The next time the Suspend Contract option is accessed for this contract the form will prompt: Enter new suspend date or leave blank to unsuspend current contract. Leave the date field blank and select the OK command button to unsuspend the contract.

COMMAND BUTTONS:

The following command buttons are available within this form:

OK: Suspends the contract accordingly. The Suspended field within the Agreement Tab is updated with the date in the Suspend Date field.

Cancel: Returns to the agreement tabs without taking any action.

Help: Displays online context-sensitive help using the default browser.