Add Suspense to an Activity

Suspense records are used to track and hold money in a suspense account.  A unique suspense number is generated with each suspense record for identification purposes.  Set-up any necessary suspense records before adding activities that apply money to the policy.  This work flow is necessary to avoid closing the Policy screen in the middle of adding an activity.  The Suspense screen is separate from the Policy screen and in order to create a suspense record, you must exit the Policy screen and select Suspense from the Main Menu.  Keep in mind that this will close the Policy screen.  

After creating the suspense record, search for the policy and return to the Activity screen to add the activity and suspense details.

Activities that Use Suspense

Activities can use suspense records to track the movement of money.  For example, the Initial Premium activity applies the initial premium amount to the policy.  When the window to add this activity opens, a Suspense link is displayed at the top.  Click the Suspense link and add the suspense information.  

Suspense Details in Activity window of New Activity

Multiple Suspense Records

Money applied to a policy can be divided and associated with multiple suspense records.  If the activity applying the money has multiple suspense functionality, then fields will be available on the Suspense Detail tab to select the number of records and allocate the amount for each record.

Multiple Suspense Entries in the Suspense Details of a New Activity