This option follows the Transfer Specification Item process which enables a specification item to be transferred from one vehicle to another. This option is typically used within a commercial vehicle environment where, for example, snow plough equipment may be transferred from one truck to another. This form is subsequently displayed enabling the specification authorisation history to be transferred also.
Folowing the transfer the details in the Financials Tab are subsequently updated for both vehicle contracts accordingly.
To access the Transfer Specification Item Maintenance History:
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 
icon.
The Contract Search form is displayed.
Enter the appropriate information to locate the required agreement.
Select the 
icon.
Select the 
shortcut from the menu on the left of the form.
The contract management Order Tab is displayed.
Select the Specification Tab.
The Specification Tab is displayed.
Right-click on the required specification item line and select the Transfer Item sub-menu option.
Select the vehicle contract to which the specification item is to be transferred and then select the Next command button.
The Transfer Specification Item Maintenance History Dialogue Box contains the following fields:
Repaired: The repair date of the maintenance history item (This is not the invoice date unless they both happen to be the same).
Odo: The odometer reading taken from the invoice. This should be the same as the reading recorded on the approval initially. Provided it is the latest recorded reading, this odometer reading updates the vehicle record at the time the invoice is posted.
Repairer: The Company Record code for the repairer.
Class: The repair class code for the maintenance item. Class codes are accessed via Fleet Kompact / Miscellaneous Options.
Op: The approval operation code code for the maintenance item. Operation codes are accessed via Fleet Kompact / Miscellaneous Options.
RTS: The RTS code for the maintenance repair line.
Description: This is the associated RTS description for the repair that was carried out.
Value: This is the cost of the repair. The cost on the default system is made up of both parts and labour cost, minus any amount recharged to the customer. It is therefore the net cost against the vehicle.
Recharge: If all, or part of the cost, is recharged to a third party then the recharge value is displayed in this column.
T: A checkbox which, if ticked, denotes that this approval history record has Text notes against it.
Approval: The approval number of the maintenance history item.
R: A checkbox which, if ticked, denotes that this approval has been rejected.
P: A checkbox which contains one of the following values:
Code Description R Denotes recharge posted P Denotes purchase posted Denotes both purchase and recharge posted. Note: A purchase cannot be posted if the approval is rejected but the system still allows the posting of the recharge.
