View Suspense

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

View Suspense

Suspense items are reminders to perform an action for a customer or a personal reminder. Unlike Activities, you can update Suspense items.

Accessing View Suspense

To access the View Suspense form, do one of the following:

Click on the User, Financial, or Sales center, and select View from the Suspense menu.
Find an individual or company in the Customer, Bank, Broker, Company, Employee, or Vendor center, and select View from the Suspense menu.
From the Policy, and Claims data entry forms, or from the eForms Manager, select Suspense/View from the Operations menu.

Fields in View Suspense

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, AMS 360 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 Listto only suspense for a specificPriority, 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.

Viewing a Suspense

To view a suspense:

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.

Deleting a Suspense

To delete a Suspensefrom the View Suspense List, do the following:

Using the Refine List Options, find the suspense you want to delete.
Click anywhere in the row (except Due Datelink) of the suspense you want to delete, and clickDelete.

A message appears asking you to confirm the Delete. Click Yes.

What's Next?

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