Add/Release SI Window

Use the Add/Release SI window to add or release a security interest from a vehicle.

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Detailed Description

The common area at the top of this window displays basic information about the active vehicle. The buttons at the bottom apply to the entire window.

Add/Release SI window, common area element descriptions

Window element	Usage
VIN	Displays the vehicle identification number of the active vehicle. Click to open the Vehicle Maintenance window and view or edit vehicle details.
Vehicle	Displays the year, make, and model of the active vehicle.
Veh Type	Displays the type of the active vehicle.
Location	Select the location through which you want to process the transaction. The locations that you can select are limited based on your user login.
Set	To save the transaction in an existing set that contains other transactions, select the set number. Otherwise, select New Set.
Capture Signature	Click to open the Customer Signatures window, where you can specify which customer is signing and launch the electronic signature software. The signature captured will be associated with both the transaction and the customer record.
Validate	Click to check the transaction information for errors, discretionary edits, and warnings. If any are found, the Error Worksheet window appears. Otherwise, a message appears notifying you that the transaction validated successfully.
Commit	Available only when a transaction does not have fees or adjustments. Click to save the transaction information and complete the transaction.
Pay Now	Available only when a transaction has fees or adjustments, even if the amount due is $0. If the amount is $0, you must still process it through the cash drawer so it is recorded for financial reports. Click to process payment for the transaction immediately. The Payment Manager - Transactions window appears.
Pay Later	Available only when a transaction has fees or adjustments, even if the amount due is $0. If the amount is $0, you must still process it through the cash drawer so it is recorded for financial reports. Click to save the transaction and process payment later.
Hold	Click to save the transaction to complete it later.
Cancel	Click to close the window without saving.

Application Tab

Use this tab to add or release an SI from a vehicle.

Add/Release SI window, Application tab element descriptions

Window element	Usage
Title Information	Title #—Displays the current vehicle title number. Title Type—Displays the current vehicle title type. Date Issued—Displays the date on which the current title for the vehicle was issued. Title Status—Displays the status of the current vehicle title. Status Date—Displays the date on which the title entered the current status. Electronic—Displays whether or not the title is electronic.
Customers	Customer ID—Displays the primary identification number for each customer who is associated with the vehicle. ID Type—Displays the identification type that corresponds to the customer identification number. Name—Displays the name of the corresponding customer. Click to open the Customer Maintenance window and view or edit customer details. Residency Address—Displays the primary residency address for the corresponding customer. Date of Birth—Displays the birth date for the corresponding customer. Relationship—Displays the relationship of the corresponding customer with the vehicle. Priority—Displays the priority of the corresponding customer in relation to the other customers who have the same association with the vehicle. Ownership Status—Applies only to owners and transfer on death designees. If there is more than one customer listed in a category, this field displays whether the relationship between the listed customers, in relation to the vehicle, is and or or. If it is and, then both customers must be involved in transactions regarding the vehicle. If it is or, then one customer or the other can be involved in transactions regarding the vehicle. This field applies only to the customer to whom it is assigned and the one immediately after. For this reason, a value for this field is not assigned to the final listed customer. For more information about the Ownership Status field, see Understanding Ownership Status. Note that priority becomes irrelevant when the customer's ownership status is set to or.
SI Information	—Click to remove the corresponding security interest from the vehicle. You can remove a security interest in this way only immediately after you add it. Once you save a security interest with a vehicle, you can remove it by specifying a release date and reason. Customer ID—Displays the primary identification number for each security interest holder that is associated with the vehicle. ID Type—Displays the identification type that corresponds to the customer identification number. SI Type—Displays the security interest type that corresponds to the title. Name—Displays the name of the corresponding security interest holder. Residency Address—Displays the primary address for the corresponding security interest holder. Priority—Displays the priority of the corresponding security interest in relation to the other security interests associated with the vehicle. Recorded Date—Displays the date on which the corresponding security interest was added to the vehicle. Tracking #—Displays the unique tracking number of the security interest lien. Release Date—To release the security interest, enter the release date. Release Reason—If you enter a security interest release date, enter the release reason. SI Mailing Address—Displays the mailing address for the corresponding security interest holder. Add—Click to open the Search window and find a security interest to add to the vehicle.
Title Surrendered	Select to indicate the customer surrendered the old vehicle title. Clear it to indicate the customer did not surrender the title. If the customer did not surrender the title, select the reason from the Reason Not Surrendered list.
Reason Not Surrendered	Active only if the Title Surrendered check box is not selected. Enter the reason the customer did not surrender the title.
Transaction Fees	Displays the total amount of fees due for the transaction. The fees update when you change the relevant information on the window.

Fee Detail Tab

Use this tab to review and adjust fees associated with the transaction.

Add/Release SI window, Fee Detail tab element descriptions

Window element	Usage
Fee Type	Displays the kind of each fee, such as Registration Fee.
Comment	Displays more information about the corresponding fee.
Annual Fee	Displays the yearly cost of the corresponding fee, if the fee is annual.
Fee Amount	Displays the actual dollar amount of the corresponding fee.
Adjustment	Displays the amount of any changes made to the corresponding fee.
Add Adjustment	Appears when you add a transaction associated with a fee. Click to change the amount of the corresponding fee.
	Appears only if an adjustment was added to a fee. Click the Remove icon to delete the corresponding fee adjustment.
Adjustment Reason	Appears only if an adjustment is added to a fee. Displays the reason for the adjustment. If you are adding an adjustment, you must enter a reason.
Adjustment	Appears only if an adjustment is added to a fee. Displays the amount of the adjustment. Negative amounts are subtracted from the Fee Amount and appear in parentheses; for example, ($5.00). If you are adding an adjustment, you must enter an amount as follows. To increase the fee, enter the amount as a positive number; for example, 5.50. To decrease the fee, enter the amount as a negative number; for example, –5.50.

Mailing Tab

Use this tab to review the mailing addresses of each customer and security interest holder associated with the vehicle and to specify mailing instructions.

Add/Release SI window, Mailing tab element descriptions

Window element	Usage
Customer ID	Displays the primary identification number for each customer and/or security interest holder associated with the vehicle, such as SSN, Driver's License, and so on.
ID Type	Displays the kind of identification corresponding to the customer's identification number, such as SSN, Driver's License, and so on.
Name	Displays the name of the customer to whom the item will be delivered unless Other has been selected in the Mail To field. In that case, enter the name of a different recipient in the Name field and enter that person's address in the address fields.
Residency Address	Displays the primary address of the corresponding customer.
Date of Birth	If the corresponding customer is an individual, displays the birth date for the customer.
Relationship	Displays the association of the corresponding customer and/or security interest holder to the vehicle, such as Owner, Primary Operator, and so on.
Priority	Displays the precedence of the corresponding customer or security interest holder in relation to other customers who have the same association to the vehicle.
Ownership Status	Applies only to owners and transfer on death designees. If there is more than one customer listed in a category, this field displays whether the relationship between the listed customers, in relation to the vehicle, is and or or. If it is and, then both customers must be involved in transactions regarding the vehicle. If it is or, then one customer or the other can be involved in transactions regarding the vehicle. This field applies only to the customer to whom it is assigned and the one immediately after. For this reason, a value for this field is not assigned to the final listed customer. For more information about the Ownership Status field, see Understanding Ownership Status. Note that priority becomes irrelevant when the customer's ownership status is set to or.
Mailing Instructions	Mail To—Select the customer to whom the vehicle title or registration should be mailed. Name—Displays the name of the customer. Address Type—Select the kind of address where the customer should receive the title, such as Residency, Mailing, etc. Displays the following information relating to the items you select in the Mail To and Address Type drop-down lists. Address Line 1—Displays the number and street name. Address Line 2—Displays additional information related to the address. City—Displays the city. State—Displays the state. Zip Code—Displays the zip code. Country—Displays the country.

Documents Tab

Use this tab to review the documents required for the transaction or to add a document presented by the customer to support the transaction.

Add/Release SI window, Documents tab element descriptions

Window element	Usage
Required	Select to indicate the document is required to support the transaction.
Received	Select to indicate that the customer presented the corresponding document to support the transaction. Once a document is collected and marked as received, it cannot be cleared.
Documentation Description	Displays the description of each document required for the transaction. If you add a new document, enter the appropriate description.
Document Reference #	Enter the reference number on the actual corresponding document presented to support the transaction.
Comment	Add a comment regarding the corresponding document presented to support the transaction.
Scanned	Select to indicate that the document has been scanned.
Scan Later	Select to indicate that the document will be scanned later.
Scan	Click to scan a document for this transaction.
Scan All Later	Click to indicate the documents for this transaction will be scanned at a later time. The system places a check mark in the Scan Later box for the documents that have been marked as received. When the transaction is finalized, the system generates an image cover sheet which contains a bar code related to this transaction. You can use this image cover sheet to collect and organize the documents that are designated to be scanned at a later time.
Add	Click to insert a line to add a supporting document.