Report: Suspense

The Suspense report includes suspense items created by employees as personal reminders, center-related suspense, or as some type of follow up for customers. The Suspense report can be used as a "To Do" list to see personal suspense, and customer, company, and employee-related suspense assigned to you. Management can also use this report to verify that items are being suspended properly, and that they are being cleared in a timely manner.

Report Image

The Suspense report is also available as a Quick Report from the sidebar menu.

Select the report from the sidebar Quick Reports menu on any of the following centers: Home, Bank, Broker, Company, Customer, Employee, and Vendor. For all centers except Home, you must first select an item in the list (customer, bank, vendor, employee, etc.) before the Suspense report is available in the Quick Reports menu.

When the Suspense report is accessed from the Quick Reports list, it automatically generates the report. There are no selection options.  The information included on the report depends on where you access it.

- or -

On the 360Toolbox menu, click Classic Reports to open Reports - All where you can make your selection.

When the report is accessed from a Quick Reports menu, some selections are pre-filled by default. You can change default entries as needed.

Report Selections What is this?

Suspense Selection
Suspense Selection What is this?

Suspended To

Use to print Suspense items that are Suspended To one or all of the selected employees.

Priority

Select all priorities or filter the suspense returned by a specific Priority:

  • Critical
  • Low
  • Normal

Action

Select all actions or filter the suspense returned by a specific Action.

Status

Select all or filter the suspense returned by a specific Status:

  • Completed
  • Not Completed

Due Date Range
Due Date Range What is this?

Due dates up to ___ days beyond current date

Select all suspense that have a Due Date up to the number of days selected, beyond the current date.

From/To

Use this option to specify a specific range of days you want suspense items to be included in the list based on the Due Date.

All

Select suspense for All Due Dates that meet all other selection criteria.

Initiated Date Range
Initiated Date Range What is this?

___ days initiated prior to the current date

Use this option to specify the number of days in the past you want suspense items to be included in the list based on Initiation Date (date entered).

From/To

Use this option to specify a specific range of days you want suspense items to be included in the list based on the Initiation Date (date entered).

All

Use this option to select suspense for All Initiation Dates (date entered) that meet all other selection criteria.

Times Rescheduled Range

Use this option to select suspense based on a range of times the suspense has been rescheduled.  The minimum is 0 and the maximum is 255.

Example

You want to see how many completed suspense were rescheduled more than two times. You would set the Status equal to Completed and the Times Rescheduled Range, From 3 To 255. All other options would be All.

Center Selection
Center Selection What is this?

Center
Centers What is this?

All

Select All to request suspense for all centers. filter

  • If the Center = All, all other fields in this group do not appear (hidden).
  • If the Center = All, the Company on Customer/Policy group box is disabled.

    Why? Customer/Policy information is entered only on Customer Center suspense.

Bank

Select Bank to return only Bank Center related suspense.

  • Only the Name field is available.
  • The Company on Customer/Policy group box is disabled.

    Why? When a Bank Center suspense is created, no customer/policy information can be entered.
Options What is this?

Name

All

Select All to filter the suspense returned by Bank Center (all banks).

Specific Bank

Select a specific bank to filter the suspense returned by one bank.

Broker

Select Broker to return only Broker Center related suspense.

 

Only the Name field is available.

 

Options What is this?

Name

All

Select All to filter the suspense returned by Broker Center (all brokers).

Specific Broker

Select a specific broker to filter the suspense returned by one broker.

Company

Select Company to return only Company Center related suspense.

  • The Name field and the Include Customer/Policy related suspense for the selected company check box is available.
  • The Company on Customer/Policy group box is disabled.

    Why? When a Company Center suspense is created, no customer/policy information can be entered.
Options What is this?

Name

All

Select All to filter the suspense returned by Company Center (all companies).

Specific Company

Select a specific company to filter the suspense returned by one company.

Include Customer/Policy related suspense for the selected company

Check this box to include customer/policy related suspense for a selected company.

This option is only available on Company Center suspense.

Customer

Select Customer to return only Customer Center related suspense.

 

If you only want one customer, then clear the check mark off of the Search box and click Search to find your customer.

When one customer is selected, the Customer Status is disabled.

When All customers are selected, then select the Customer Status of  "All", "Active", or "Inactive".

 

When Customer is selected in the Center field (Customer Center suspense), the Company on Customer/Policy group box is enabled.

Why? When a Customer Center suspense is created, a Policy, Effective Date, Company, and Claim can be entered, even though they are not required fields.

 

Options What is this?

Name

All

Select All to filter the suspense returned by Customer Center (all customers).

Specific Customer

Select a specific customer to filter the suspense returned by one customer.

To do this, uncheck the All check box and click Search. This takes you to the Customer Search form where you can select your customer.

Customer Status

Select to filter the suspense returned byCustomer Status:

  • All
  • Active
  • Inactive

This field is disabled when one customer is selected.

Employee

Select Employee to return only Employee Center related suspense.

  • Only the Name field is available.
  • The Company on Customer/Policy group box is disabled.

    Why? When an Employee Center suspense is created, no customer/policy information can be entered.
Options what is this?

Name

All

Select All to filter the suspense returned by Employee Center (all employees).

Specific Employee

Select a specific employee to filter the suspense returned by one employee.

Vendor

Select Vendor to return only Vendor Center related suspense.

  • Only the Name field is available.

The Company on Customer/Policy group box is disabled.

Why? When a Vendor Center suspense is created, no customer/policy information can be entered.

Options What is this?

Name

All

Select All to filter the suspense returned by Vendor Center (all vendors).

Specific Vendor

Select a specific vendor to filter the suspense returned by one vendor.

Name

Select the Name of the entity, based on the selected center, to filter your suspense.

Customer Status

Select the status of the customers you want to include on your report. This option is only available when the Center is Customer. The statuses are:

  • All
  • Active
  • Inactive

Include Customer/Policy related suspense for the selected company

When the center is Company, check this box to include customer/policy related suspense information (e.g. customer, policy, effective date, company, claim) entered when a customer suspense was created.

Company on Customer/Policy

This group box is only available when you select to return suspense for the Customer Center from the Center Selection group above.

Suspense Type What is this?

Type

Selecting All returns suspense for active and inactive, Insurance and Brokerage companies, for Customer Center related suspense only.

  • If All is selected, then the Parent and Writing company fields are disabled.
  • If Brokerage is selected, AMS360 pulls suspense for all active and inactive brokerage companies. The Parent company field populates with only brokerage companies and opens for further filtering by brokerage company.
  • If Insurance is selected, AMS360 pulls suspense for all active and inactive insurance companies. The Parent company field populates with only insurance companies and opens for further filtering by insurance company.

Parent

Select One, multiple, or All parent insurance or brokerage companies, dependent upon the type of company selected above in the Type field.

 

Selecting one or multiple Parent companies populates the Writing company field with only those writing companies that belong to the selected parent companies.

Writing

Select One, multiple, or All writing companies. dependent upon the parent company(s) selected in the Parent company field above.

Report Options
Group/Field What is this?

Sort Order

Use to sort Suspense by:

Sort Options What is this?

Center

If selected, sort first by Due Date, then by Center, and then by the person the suspense was assigned To.

Customer

If selected, sort first by customer firm name/last name, first name, then by transaction date, and then by policy number.

Due Date

This is the default. If selected, sort first by due date, and then by center.

Priority

If selected, sort first by items with a priority of critical, then normal, and then low priority.

Suspended to

If selected, sort by the Suspended to individual with a page break for every change in the suspended to person.

Print Summary Only

Check this option, if you do not want the Description of the suspense to print on the report. The default is unchecked.

Print Cover Page

Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.

Description

Accept the default description, or enter a new one that describes the report you are requesting.

When the Suspense report is accessed from the Quick Reports list, in the various centers, it automatically generates the report. The information included on the report depends on where you access it.

In the Home Center you'll see personal suspense items for the logged-in user.

All other centers, the Suspense items for the logged-in user related to the data record (customer, employee, bank, etc.) selected in that center.

Report Fields Description

Center

The center assigned to the suspense.

This Center heading, and the Name heading are subheadings that suspense are grouped under.

  • Bank
  • Broker
  • Company
  • Customer
  • Employee Vendor
  • Vendor

Name

The name of the center entity.

The Center heading and the Name heading are subheadings that suspense are grouped under.

Due

The date the suspense is due for an action, (MM/DD/YYYY) format.

To

The short name of the employee who was assigned the suspense.

By

The short name of the employee who entered the suspense.

Priority

The priority assigned to the suspense (Critical, Normal or Low)

Status

The status of the suspense item:

Status What is this?

Completed

The suspense is completed.

Not Open

The suspense is not completed (open)

Policy

The policy number associated with a Customer Center suspense.

Co

The company associated with the suspense.

Action

The action assigned to the suspense.

Initiated

The date the suspense was first entered.

Re-sched

The number of times the suspense item has been rescheduled without being marked complete.

Suspense Text

Information entered about the suspense.
CSV Column Description

Center

The center assigned to the suspense:

  • Bank
  • Broker
  • Company
  • Customer
  • Employee
  • Home
  • Vendor

Name

The name of the center entity.

Due Date

The date the suspense is due for an action.

System Initiated Date

The date the suspense was first entered.

Action

The action assigned to the suspense.

Suspended To

The short name of the employee who was assigned the suspense.

Suspended By

The short name of the employee who entered the suspense.

Status

Indicates whether the suspense item is completed or not completed.

Completed By

The employee who completed the suspense item.

Completed Date

The date the suspense item was completed.

Policy Number

The policy number associated with the suspense, if this is a Customer Center suspense.

Policy Term

The effective and expiration dates of the policy, if this is a Customer Center suspense.

Company Type

Selecting All, Insurance, or Brokerage returns Customer Center related suspense for active and inactive companies for the specific company type selected.

Parent Company

The parent company on Customer Center related suspense only.

Writing Company

The writing company on Customer Center related suspense only.

Description

Information entered about the suspense.

Policy Executive

The executive assigned to the policy.

Policy CSR

The customer service representative assigned to the policy.

Policy Broker

The broker assigned to the policy.

Policy Division

The division assigned to the policy.

Policy Branch

The branch assigned to the policy, if applicable.

Policy Department

The department assigned to the policy.

Policy Group

The group assigned to the policy, if applicable.

Customer Account Number

The customer account number.

Customer Executive

The executive assigned to the customer.

Customer CSR

The customer service representative assigned to the customer.

Customer Broker

The broker assigned to the customer, if applicable.

Customer Division

The division assigned to the customer.

Customer Branch

The branch assigned to the customer, if applicable

Customer Department

The department assigned to the customer.

Customer Group

The group assigned to the customer, if applicable.

CC List

The employee's short names who have been carbon copied for the open suspense.

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