Manage Permit Window

Use the Manage Permit window to change the status or information on an already issued permit. You can change the status to replaced or canceled.

Navigation

Detailed description

Common Area

The common area at the top of this window displays basic information about the active permit transaction. The buttons on the bottom are for the window as a whole, regardless of which tab is showing.

Manage Permit 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 containing other transactions, select the set number. Otherwise, select New Set.
Commit	Click to save the transaction information and complete the transaction.
Validate	Click to check the transaction information for errors and discretionary edits. 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. The Payment Manager - Statement window appears.
Pay Later	Click to save the transaction and process payment later. You can recall saved transactions using the Payment Manager - Transactions window.
Hold	Click to save the transaction to complete it later. You can recall held transactions using the Payment Manager - Transactions window.
Revert	Click to revert 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 information for an existing permit.

Manage Permit window, Application tab element descriptions

Window element	Usage
Permit	Permit Type—Displays the list of state authorized permit selections. Effective Date—Displays the date the permit is issued. Expiration Date—Displays the date the permit will expire. The system fills this date in based upon the permit type selected. Permit Duration Days—Displays the number of days the permit can be used. The system fills this date in based upon the permit type selected. Declared Weight—Displays the weight of the vehicle for which the permit is being issued, if applicable. Permit Status—Displays the state of the permit.

Window element

Usage

Permit

Permit Type—Displays the list of state authorized permit selections.
Effective Date—Displays the date the permit is issued.
Expiration Date—Displays the date the permit will expire. The system fills this date in based upon the permit type selected.
Permit Duration Days—Displays the number of days the permit can be used. The system fills this date in based upon the permit type selected.
Declared Weight—Displays the weight of the vehicle for which the permit is being issued, if applicable.
Permit Status—Displays the state of the permit.

Insurance Tab

Use this tab to enter information about the insurance for the vehicle.

Manage Permit window, Insurance tab element descriptions

Window element	Usage
Policy Number	Displays the identification number for the policy covering this vehicle.
Policy Expiration Date	Displays the expiration date for the policy covering this vehicle.
Insurance Company Name	Displays the name of the company insuring this vehicle.
Add	Click to open the Add Insurance window and enter an insurance company not shown on the list.
NAIC Code	Displays the National Association of Insurance Commissioners code for the insurance company insuring this vehicle.

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.

Manage Permit window, Relate Customers tab element descriptions

Window element	Usage
Customer ID	Displays the primary identification number for each customer that is associated with the vehicle.
ID Type	Displays the identification type that corresponds to the customer identification number.
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.
Legal Name	Displays the name of the corresponding customer. Click to open the Customer Maintenance window and view or edit customer details.
Add Customer	Click to open the Search window and find a customer to add to the vehicle with the corresponding relationship. You can add up to five customers to the permit transaction.
Delete Customer	Click to remove a customer from the list.
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.

Fee Detail Tab

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

Manage Permit window, Fee Detail tab element descriptions

Window element	Usage
Fee Type	Displays the kind of each fee, such as Registration Fee.
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.

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.

Issue Permit 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.
Documentation 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 a remark about the document. For example, you might use this field to indicate the required document was received and on file.
Scanned	Select to indicate that the document has been scanned.
Scan Later	Select to indicate that the document will be scanned later.
Remove	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 Document	Click to insert a line to add a supporting document.