Report: Suspense

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

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.

Access this report from any center or form that has a Toolbox menu. Selecting Toolbox > Reports takes you to the Reports - All list where you can make your selection.

Click Suspense. The Reports - Suspense selection form opens. Make your selections, pull down the File menu and select to:

Print
Print Preview
Create CSV to export the report to the program of your choice.
Preview Cover Page

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 Dateup 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 AllDue Datesthat 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 AllInitiation 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

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 Centerrelated 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 checkbox 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 take the checkmark 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 aCustomer Centersuspense is created, aPolicy,Effective Date,Company, andClaimcan 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 checkbox 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 by Customer 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 Nameof 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 Centerfrom theCenter Selectiongroup 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 Parentcompany 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 multipleParent 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 Parentcompany 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.

Report Fields

Description

Center

The center assigned to the suspense.

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

Bank
Broker
Company
Customer
Employee Vendor
Vendor

Name

The name of the center entity.

The Centerheading and theNameheading are subheadings that suspense are grouped under.

Due

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

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

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 notcompleted (open)

Policy

The policy number associated with a Customer Center suspense.

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 User 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 Centersuspense.
Policy Term	The effective and expiration dates of the policy, if this is a Customer Centersuspense.
Company Type	Selecting All, Insurance, or Brokerage returns Customer Centerrelated 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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