Use the Exception Case Maintenance window to add or edit an exception on a customer.
To open the Exception Case Maintenance window:
The Exception Case Filter window appears.
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The Exception Case Maintenance window is composed of the following:
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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.
Exception Case Maintenance window, Common area element descriptions
Window element |
Usage |
---|---|
Search Results |
If you search for a vehicle, the following information displays under the title bar.
If you search for a customer, the following information displays under the title bar.
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Save |
Click to save the exception information and close the window. |
Cancel |
Click to close the window without saving. |
Use this tab to add, end, or review active exception cases on the active customer or vehicle.
Exception Case Maintenance window, Exception Cases tab element descriptions
Window element |
Usage |
---|---|
Exception Code |
Select the code for the corresponding exception, such as NSF Check, Pending Title Approval, Tax Owed, and so on. |
Origin |
Select the location where the exception was initiated. |
County |
Select the county where the exception was initiated. |
Reference |
Type the reference number you want to use. This might be the plate number, title number, driver's license number, or other identification number. |
Description |
Type additional details about the exception. |
Effective Date |
Enter the date when the exception becomes active. |
End Date |
Enter the date when the exception elapses. |
Add Row |
Click to add a new exception row. |
Use this tab to review a history of exceptions on the active customer or vehicle.
Exception Case Maintenance window, History tab element descriptions
Window element |
Usage |
---|---|
Exception Code |
Displays the code for the exception. |
Origin |
Displays the location where the exception was initiated. |
County |
Displays the county where the exception was initiated. |
Reference |
Displays the reference number. This might be the plate number, title number, driver's license number, or other identification number. |
Description |
Displays additional details about the exception. |
Effective Date |
Displays the date when the exception became active. |
End Date |
Displays the date when the exception elapsed. |