Termination

Overview

Selection of the icon from the Contract Main Menu opens the Termination Review form from which various aspects of the agreement to be terminated may be viewed or edited by way of the series of tabs or via the Tools menu.

What do you want to do?

• Terminate a Contract
• View the termination form.

See also:

• Menubar and Toolbar

To access the termination form:

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 Termination Tab is displayed.

Termination Form

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.

Menubar and Toolbar

• File

• Edit

• Tools

• Reports

• Admin

• Help

Menu	Icon	Description
File > Open		Enables an existing agreement record to be opened via the Fleet Global Search form.
File > Close		Closes an agreement record that is currently open for editing purposes.
File > Edit		Enables the current agreement record to be opened for editing. The edit button will switch from display to edit mode allowing editing to take place. Each user must have permission set correctly within the Kompact User Permissions option to use this option. When the edit mode is selected editing of the record is allowed.
File > Recent		Displays a list of the 10 most recently accessed agreements for the current user. A contract shown on the list may be selected to load it without having to go through the search routine.
File > Save		Saves any edits that are made to the currently open record. Existing details held for the contract are overwritten. If important fields are amended the changes may be audited. To view the audit take the Properties option from the File menu and then select the Audit Tab.
File > Properties		Displays the Properties form which keeps an audit of events within the agreement.
File > Exit		Exits the current form and returns to the previous menu. If the agreement has not been saved then the user is prompted to confirm that they wish to save and exit the agreement or cancel.
Edit > Notes		Displays the Notes Sub-Menu that enables notes to be accessed, created and edit for various areas of the system.
Tools > Terminate Contract		Displays the Termination Type form which prompts for selection of the required termination type for example, Normal, Early, Late or Theft/Write-off. Once the appropriate termination type is selected, the agreement is moved to a status of Terminated and the form is placed into Edit mode so that the appropriate termination charges, dates and odometer readings may be entered.
Tools > Reverse Termination		Customers have been known to incorrectly terminate Kompact agreements. This has led to software support calls asking for the termination to be reversed. This request leads to an operational delay while the call is logged, responded to and the reversal undertaken. The reversal process itself involves a changes of status from T to L and the removal of the newly created termination record (FK-termi). To prevent this delay this user id controlled option enables the customer to reverse the termination. On selection of this icon the system: change the agreement status to back to L; deletes the FK.termi record for the selected agreement number; and writes an FK.audit record to indicate that a reversal has been done. This process is permitted where the vehicle in question has not been sold. This process can only be carried out if the user has the Reverse Termination flag selected in the Kompact Tab of User Permissions.
Tools > Raise Charges		Enables the termination charges to be posted through to accounts.
Tools > Sale Vehicle		Selection of the Sale icon from the Termination toolbar displays the Vehicle Sale form that enables the vehicle sale to be posted through to accounts and the disposal invoice to be printed.
Tools > Close Agreement		Closes the agreement and prevents any further amendments or postings to the agreement. The agreement moves from a status of Terminated to Closed.
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 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.

Status Bar

The Status Bar provides general information regarding the selected vehicle and contract details. It remains visible for all agreement operations precluding the need to switch forms in order to access general information.

Termination Dialogue Box

This area of the form is divided into two tabs which are as follows:

Termination Tab: Enables the review and editing of all the termination calculations and charges data for the agreement

Remarketing: Enables the review and editing of the sales ledger account and address details for the company to which the vehicle is sold.

Status Bar

Displays a textual description of where the user is currently located within the system.