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 workflow 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.

Steps to Add Suspense Details to an Activity

  1. Open a Policy.

  2. Click Add Activity on the Action list below the Entity Navigation list. Add Activity window appears.

  3. Select the activity from the Select Activity drop-down list.

  4. Enter the activity details in the Details tab.

  5. Click Suspense tab. Enter the suspense number of the appropriate suspense record.

  6. Click OK. The activity is added to the Activities list table of Activity screen.

  7. Click the Process Process icon next to the activity to process it.

  8. Click the Activity from the Activities list. Activity details window appears.

  9. Click Suspense tab to view the Suspense details in an expandable row.

Important: If a suspense record is not associated with the activity, then the activity cannot be added to the Activity screen and processed.

Multiple Suspense Records

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