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Adding an Exception

If you have permission in the system, you can add an exception to a customer record.

To add an exception
  1. On the Tools menu, select Exception Case Management.

    The Exception Case Filter window appears.

  2. Enter the identification number for the customer or vehicle record to which you want to add an exception.
  3. Click Continue.

    If a match is found for your search criteria, the Exception Case Maintenance window appears. If a match is not found, the Search window appears, which allows you to add more criteria to your search.

  4. On the Exception Cases tab, click Add Row.
  5. Enter the exception information.
  6. Click Save.

    The exception is saved and the window closes.