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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.

Steps to Add Suspense Details to an Activity

Open a policy.
Click the Activities link to open the Activity screen.
Click Add Activities on the Secondary menu.
Select the activity from the Activity drop down box.
Enter the activity details.
Click the Suspense link at the top of the window.
Enter the suspense number of the appropriate suspense record.
Click OK.
Click the lightning bolt icon next to the activity to process it. View the suspense details by clicking the Activity Detail icon to the left of the activity. Then click the Suspense link at the top of the window.

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

Suspense link in Activity Detail window

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 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.

Activity with multiple suspense fields

Multiple Suspense Entries in the Suspense Details of a New Activity