Suspense

1. Open the Customer, Bank, Broker, Company, Employee, or Vendor center. Open an individual or company record.

-OR -

2. Open the Home Page.
3. From the sidebar menu, click Views > Suspense.

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

Fields/Buttons	What is this?
View Suspense List Table	Suspense What is this? Suspense Information This icon displays details of the highlighted suspense. You can update the suspense to make changes by clicking the Edit Suspense link. Field/Group What is this? Previous Use this to view the previous suspense in the View Suspense List. Next Use this to view the next suspense in the View Suspense List. View/Change Suspense Click the Due Date link in the desired suspense row. This opens the Activity/Suspense form where you can view or update the suspense. Sort The default sort is by Due Date, oldest to newest (June 14th, then June 13th, then June 12th) The suspense list can be resorted in ascending or descending order by any column in the table.
Refine List Options	Group/Field What is this? Date to Include Field What is this? Due dates up to ___ days beyond the current date Key in the number of days in the future you want to see your suspense. Based on the suspense Due Date, AMS360 returns all suspense items up to the specified number of days in the future. Date Range Enter the date range in the From and To fields. AMS360 returns any activity that is equal to or between the from and to dates. Status If you want to limit the View Suspense List to only suspense with a specific Status, select: All Completed Not Completed (Default) Action If you want to limit the View Suspense List to only suspense for a particular Action, select from the list. All is the default. Priority If you want to limit the View Suspense List to only suspense for a specific Priority, select: All Critical Low Normal Personal Suspense Only Check this box to include only those suspense items flagged as personal. Center To view only those suspense items associated with a particular center, select it from the list.   The default selection is the center from which you accessed the form. Name To view only those suspense items associated with a particular Bank, Broker, Employee, Vendor, or Company, select the Name from the list. To select a Customer, click the Search link to open the Customer Search form. You can further refine your Customer suspense item view by making selections in the following fields (these fields apply only to the Customer Center suspense item view): Suspense What is this? Policy If you want to limit the View Suspense List to only suspense for one policy, on the selected customer, select the appropriate policy from the list. Or, select All (default) policies for the customer.   Only policies for the selected customer fill the list. Effective Date If you want to limit the View Suspense List to only suspense for a specific transaction effective date for a policy, on the selected customer, select the appropriate Effective Date from the list. Or, select All (default) transaction effective dates for the customer/policy.   Only transaction dates for the selected customer/policy fill the list. Company If you want to limit the View Suspense List to those suspense associated with a particular company, select the parent company from the list. Claim If you want to limit the View Suspense List to only suspense for a specific claim on a particular customer/policy/transaction effective date, then select the appropriate claim from the list. Click Search. This takes you to the Find Claim form where you can make your selection.   Only claims for the selected customer/policy/transaction effective date, fill the Claims table.
Refresh List	Once you have selected the appropriate Refine List Options, click the Refresh List button. The View Suspense List table refills with only those suspense that meet the selected criteria.
Description Preview	This shows you the description of the suspense. This is a read-only field.

Click the Due Date link in the View Suspense List. This takes you to the Activity/Suspense form for the selected suspense, where you can do any of the following:

• Delete the suspense.
• Mark the suspense as complete.
• Reassign the suspense to someone else.
• Reschedule the suspense.
• Update the suspense description text.
• Click the Suspense Information icon, which displays details of the highlighted suspense. You can update the suspense to make changes by clicking the Edit Suspense link. Click the Previous or Next to view suspense before or after the highlighted suspense.

For more information on how to accomplish these tasks, consult the Activity/Suspense topic.

1. Using the Refine List Options, find the suspense you want to delete.
2. Click anywhere in the row (except Due Date link) of the suspense you want to delete, and click Delete.
3. A message appears asking you to confirm the Delete. Click Yes.