Corrected Title Window

Use the Corrected Title window to update vehicle and customer information on a title.

Navigation

Detailed Description

The common area on the top of this window displays basic information about the active account, customer, vehicle, or transaction. The buttons at the bottom apply to the entire window regardless of which tab is active.

Corrected Title 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 kind of vehicle, such as Passenger, Rugged Terrain, Van, and so on.
Location	Select the location through which you want to process the transaction. The locations 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.
Search SI App	Click to open the SI Application Search Results window and identify an existing SI application for the vehicle.
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.
Pay Now	Click to process payment for the transaction immediately through the Payment Manager - Statement window in the Cash Drawer and Finance online help.
Pay Later	Click to save the transaction and process payment later. You can recall saved transactions using the Payment Manager - Transactions window in the Cash Drawer and Finance online help.
Hold	Click to save the transaction to complete it later.
Deny	Click to reject the transaction and save a record of the denial.
Print App	Click to open and print the application. Titles will not print immediately due to 31 day discovery requirement. Titles will also not print if there is a Security Interest associated to the vehicle.
Revert	Click to reset the window information to the values that appeared when it opened.
Cancel	Click to close the window without saving.

Application Tab

Use this tab to modify the vehicle title information.

Corrected Title window, Application tab element descriptions

Window element	Usage
Vehicle	Received Date—Displays the processing date for the transaction. Purchased Date—Displays the date when the customer purchased the vehicle. Style—Displays the vehicle style. Style typically includes information on number of doors or wheels a vehicle has, what type of cargo the vehicle is designed to carry, or what function the vehicle was designed for Weight—Displays the vehicle weight. List Price—Displays the original manufacturer's suggested retail price. Color—Displays the color of the vehicle. Length—Displays the length of the vehicle. MGVW—Displays the manufacturer's gross vehicle weight. GCW—Displays the weight of the vehicle plus any optional equipment, such as a trailer or vehicle cargo. Ton Code—Displays the ton code of the vehicle, which is a value assigned by the manufacturer to describe the size/general load capacity of a truck. Depr. MSRP—Displays how much the value of the vehicle has reduced from the manufacturer's suggested retail price. Last Odom—Displays the odometer reading entered when the vehicle was last titled. New Odom—If applicable, enter the odometer reading for the new title. Odom Unit—Enter the units in which the odometer reading is measured, such as Miles or Kilometers. Reading Type—Enter the kind of odometer reading taken for the new title, such as Actual, Exceeds Mechanical Limits, and so on. Tracking #—Enter up to ten characters of free-form text to save additional information about the vehicle ownership. Fleet #—Displays the number assigned to the vehicle in a fleet. To qualify as a fleet, a business needs to own or lease 10 or more vehicles in the name of the business. Generate New Title #—Displays if the title has been approved and is active. Select if the corrected title transaction should result in the creation of a new title number. Courtesy Registration—Displays if the title was issued as a Courtesy Registration. Select if the title still has a courtesy registration after the corrected title transaction is complete. Clear if outstanding documents are collected and the title is ready for approval. Electronic—Select if this is an electronic title. Mail To—Select to mail the corrected title to the customer. You can change the address to which the title is mailed on the Mailing tab. Priority Processing—Select if the customer has requested priority processing for their title or if another condition has been met (such as a repossession or title replacement) that requires priority processing. Priority Mailing Fee—Select if a standardized mailing fee needs to be applied to the transaction. This option is not active unless Priority Processing is selected.
Customers	Prev Title # (State)—Displays the current title number and state in which the vehicle is titled. Prev Owner—Displays the name of the individual who owned the vehicle prior to the current owner, if applicable. —Click the Note icon to view or enter notes pertaining to the associated customer. 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. You can change the customers on the Relate Customers tab. ID Type—Displays the kind of identification corresponding to the customer's identification number, such as SSN, Driver's License, and so on. Legal Name—Displays the lawful name of each customer and security interest holder associated with the vehicle. Click to open the Customer Maintenance window and view or edit customer details. Residency Address—Displays the primary address of the corresponding customer. Date of Birth—If the corresponding customer is an individual, displays the birth date of the customer. Relationship—Displays the association of the corresponding customer to the vehicle, such as Owner, Primary Operator, etc. 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.
Damage	Clear Damage Designation—Select to clear the damage designation for a damaged paper title. Add Damage Designation—Select to add a designation of damaged if the paper title is more than 50 percent damaged.
Transaction Fees	Displays the total fees due for the transaction. The fees update when you change the relevant information on the window.

Vehicle Status Tab

Use this tab to review vehicle title and ownership information.

Corrected Title window, Vehicle Status tab element descriptions

Window element	Usage
Previous Title	Title #—Displays the current vehicle title number. Title Type—Displays the current vehicle title type. Electronic—Displays whether the title is electronic. State—Displays the state in which the current title for the vehicle was issued. Title Issued Date—Displays the date when the current title for the vehicle was issued.
Previous Registration	Registration (From/To and Disposition)—Displays the currently active registration dates and the disposition if it is anything other than active. Usage (Tons)—Displays the vehicle usage.
Cancel Previous Title	Cancel Reason—Displays the reason for the cancellation of the current title. Cancel Date—Displays the date when the current title was cancelled.
Previous Ownership	Ownership Status—If there is more than one customer, displays whether the relationship to the vehicle is and or or. If it is and, then each customer 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. Ownership Transfer Reason—Displays the list of transfer reasons you can select when a title is transferred or cancelled. Customer ID—Displays the primary identification number for the primary customer who is associated with the vehicle. ID Type—Displays the kind of identification type corresponding to the customer's identification number, such as SSN, Driver's License, and so on. Legal Name—Displays the lawful name of the customer. Residency Address—Displays the primary address of the customer. Date of Birth—Displays the birth date of the customer. Priority—Displays the precedence of the customer in relation to the other customers with the same association to the vehicle.
Security Interests	SI ID#—Displays the primary identification number for each security interest holder that is associated with the vehicle. Legal Name—Displays the lawful name of each security interest holder. Residency Address—Displays the primary address of each security interest holder. Recorded Date—Displays the date when the security interest was added. SI Mailing Address—Displays the mailing address for the security interest.
Dealer Reassignments	—Click to remove the corresponding dealer assignment. You cannot remove a dealer assignment already saved with the vehicle. Order—Displays the order number of the dealer assignment. Issued—Enter the date when the assignment was issued. Expires—Enter the date when the assignment expires. Assignment Date—Enter the date when the dealer was assigned. License #—Displays the dealer license number. Name—Select the dealer's name. Many dealers are licensed to do business under multiple names. Address—Displays the dealer's address.
More Dealers	Select when there are more than three dealer assignments.
New Vehicle	Select when the vehicle is new.
Add Kansas Dealer	Click to enter an assignment to a Kansas dealer.

Fee Detail Tab

Use this tab to view and adjust fees related to this transaction.

Corrected Title 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.

Relate Customers Tab

Use this tab to add, remove, and re-prioritize customer associations with the vehicle, including owners, security interest holders, lessees, and primary operators.

Corrected Title window, Relate Customers tab element descriptions

Window element	Usage
Relationship	Each of the following for up to three owners, three security interest holders, two lessees, and two primary operators. Click to expand a list to view its contents. Click to collapse an expanded list. Buttons—Displays buttons you can use to prioritize or remove rows on the grid. —Click to remove the row from the grid. —Click to move the row up in priority. —Click to move the row down in priority. Note: You cannot remove a security interest holder that has already been saved with the vehicle using these buttons. To release a security interest holder, see Releasing a Security Interest Holder From a Vehicle. You cannot add a transfer on death designee if someone is associated with the vehicle as a lessee. 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. Customer ID—Displays the primary identification number for each customer that is associated with the vehicle. ID Type—Displays the kind of identification corresponding to the customer's identification number, such as SSN, Driver's License, and so on. Legal Name—Displays the lawful name of the corresponding customer. Click to open the Customer Maintenance window and view or edit customer details. Title Print Name—Displays the name that will print on the title. Print Name Type—Click to change the print name type. Residency Address—Displays the primary address of the corresponding customer. Date of Birth—If the corresponding customer is an individual, displays the birth date of the customer. Ownership Status—Select the appropriate relationship between two or more customers. If the ownership priority is changed, the status is reset and the ownership status must be redefined. Add—Click to open the Search window and find a customer to add to the vehicle with the corresponding relationship.
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.

Window element

Usage

Relationship

Each of the following for up to three owners, three security interest holders, two lessees, and two primary operators.

Click to expand a list to view its contents.

Click to collapse an expanded list.

Buttons—Displays buttons you can use to prioritize or remove rows on the grid.
—Click to remove the row from the grid.
—Click to move the row up in priority.
—Click to move the row down in priority.
Note: You cannot remove a security interest holder that has already been saved with the vehicle using these buttons. To release a security interest holder, see Releasing a Security Interest Holder From a Vehicle. You cannot add a transfer on death designee if someone is associated with the vehicle as a lessee.
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.
Customer ID—Displays the primary identification number for each customer that is associated with the vehicle.
ID Type—Displays the kind of identification corresponding to the customer's identification number, such as SSN, Driver's License, and so on.
Legal Name—Displays the lawful name of the corresponding customer. Click to open the Customer Maintenance window and view or edit customer details.
Title Print Name—Displays the name that will print on the title.
Print Name Type—Click to change the print name type.
Residency Address—Displays the primary address of the corresponding customer.
Date of Birth—If the corresponding customer is an individual, displays the birth date of the customer.
Ownership Status—Select the appropriate relationship between two or more customers. If the ownership priority is changed, the status is reset and the ownership status must be redefined.
Add—Click to open the Search window and find a customer to add to the vehicle with the corresponding relationship.

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.

Mailing Tab

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

Corrected Title window, Mailing tab element descriptions

Window element	Usage
Customer ID	Displays the primary identification number for each customer associated with the vehicle.
ID Type	Displays the kind of identification corresponding to the customer's identification number, such as SSN, Driver's License, and so on.
Legal Name	Displays the lawful name of the corresponding customer.
Residency Address	Displays the primary address of the corresponding customer.
Date of Birth	If the corresponding customer is an individual, displays the birth date of the customer.
Relationship	Displays the association of the corresponding customer to the vehicle.
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.
Title Mailing Instructions	Mail To—Select the customer who should receive the vehicle title in the mail. 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. Address Type—Select the address where the customer should receive the title. Address Line 1—Displays the address that corresponds to the selected customer and address type. Address Line 2—Displays the address that corresponds to the selected customer and address type. City—Displays the city that corresponds to the selected customer and address type. State—Displays the state that corresponds to the selected customer and address type. Zip Code—Displays the zip code that corresponds to the selected customer and address type. Country—Displays the country that corresponds to the selected customer and address type.

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.

Corrected Title window, Documents tab element descriptions

Window element	Usage
Required	Displays a check mark if the corresponding document is mandatory for completing the transaction.
Received	Select to indicate the customer presented the corresponding document to support the transaction.
Document Description	Displays an explanation of any documents required for the transaction, such as Bill of Sale, Damage Disclosure Statement, or Ownership Document. If you add a new document, select the appropriate description.
Document Reference #	Enter the reference number for the supporting document.
Comment	Enter any remarks about the document. Comments may be entered regardless whether the Required, Received, Scanned, or Scan Later boxes are checked.
Scanned	Select to indicate that the document has been scanned.
Scan Later	Select to indicate that the document will be scanned later.
Remove Document	Click to remove the selected document from this transaction.
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.

Exceptions Tab

Use this tab to view a history of vehicle designations, bonds, and inspections.

Corrected Title window, Exceptions tab element descriptions

Window element	Usage
Designations	Designation—The descriptive NMVTIS or state label/brand currently or historically associated with the status of a vehicle, such as Junk, Salvage, Flood, etc. Designation Origin—Displays the entity that assigned the designation/brand to the vehicle. Orig Jurisdiction—If the designation origin is out of state or NMVTIS, displays the specific state. Removal Reason—Indicates why a designation/brand was withdrawn from the vehicle. Effective Date—Displays the date when the corresponding designation became effective. End Date—Displays the date when the corresponding designation ended. Comment—Displays any comments for the designation.
Bonds	Bond #—Displays the number of each bond currently or historically associated with the vehicle. Bond Holder—Displays the name of the agency that issued the corresponding bond. Issuance Date—Displays the date when the corresponding bond was issued. Expiration Date—Displays the date when the corresponding bond is scheduled to expire. Effective Date—Displays the date when the corresponding bond became effective. End Date—Displays the date when the corresponding bond ended. The bond can end prior to its expiration date.
Inspections	Inspection Date—Displays the date of each vehicle inspection. Doc Xref #—Displays the inspection document reference number. Reason—Displays the reason for the corresponding inspection. Status—Displays the status of the vehicle upon inspection. Value—Displays the value of the vehicle contents upon inspection. Weight—Displays the weight of the vehicle upon inspection. Comment—Displays any comments for the inspection.