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.
Non-Transferable Registration 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.
Click the Note icon to open the Notes Management window and add or edit a note related to this vehicle.
Vehicle
Displays the year, make, and model of the active vehicle.
Veh Type
Displays the kind of vehicle, such as Passenger, Motorcycle, SUV, and so on.
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.
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. Upon finalization of this transaction, the system will generate a Non-Negotiable Statement of Ownership Certificate for review and printing.
Pay Later
Click to save the transaction and process payment later. You can recall saved transactions using the Payment Manager - Transactions window. Registration statement and tab (decals) documentation will not print for transactions set for pay later.
Hold
Click to save the transaction to complete it later. To access it later, complete the prequalifier window again to access the Search WIP window or choose Work Management > Set Manager to open the View Transaction Sets window.
Deny
Click to deny the transaction and save a record of the denial.
Print App
Click to open and print the application.
Revert
Click to reset the window information to the values that appeared when the window opened.
Use this tab to modify the vehicle information and issue a non-transferable registration.
Non-Transferable Registration 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.
One Year Registration—Inactive.
Electronic—Reserved for future functionality.
Mail To—Select to mail the non-negotiable statement of ownership document to the address specified in the box to the right. To change the address that is displayed here, enter a new one in the Title Mailing Instructions area of the Mailing tab.
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.
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 this customer 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.
Residency Address—Displays the primary address for the customer.
Date of Birth—If the 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—When there is more than one customer, displays whether the relationships to the vehicle are and or or. If it is and, all customers must be involved in transactions regarding the vehicle. If it is or, one customer or the other can be involved in transactions regarding the vehicle.
Registration
Exp Date—Click the date when the registration will expire.
Usage—Click the vehicle usage for the registration.
Annual Fee—Displays the total annual fee of the registration.
Registration County—Displays the county in which the vehicle was registered.
Renewal Customer—Displays the customer record that will receive the renewal registration notice. Available customers to select from are indicated on the Relate Customers tab.
Exemption Type—Click to select the registration exemption type.
Declared Weight—Not available for this procedure.
Collector Plate Inspection Fee—Not available for this procedure.
Mail Sticker and Reg Receipt—Select if you want to mail the registration papers to the customer. You can select a different mailing address on the Mailing tab.
Charge Postage for Reg Receipt—Active if you selected to mail the sticker and registration receipt. Select if you want to charge the customer postage for the mailing.
Mail Plate—Select if you want to mail the plate and charge the plate mailing fee.
Transaction Fees
Displays the total amount of fees due for the transaction. The fees update when you change the relevant information on the window.
Use this tab to review vehicle title and ownership information.
Non-Transferable Registration 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 where 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.
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 of the cancellation of the current title.
Previous Ownership
Ownership Status—When there is more than one customer, displays whether the relationships to the vehicle are and or or. If it is and, all customers must be involved in transactions regarding the vehicle. If it is or, 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 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.
Legal Name—Displays the lawful name of each customer and security interest holder associated with the vehicle.
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 corresponding customer or security interest holder in relation to other customers who have the same association to the vehicle.
Security Interests
SI ID#—Displays the primary identification number for each security interest holder 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.
Cancel Date—To remove the corresponding security interest, enter the date when the security interest was cancelled.
Cancel Reason—To remove the corresponding security interest, enter the reason the security interest was cancelled.
SI Mailing Address—Displays the mailing address for the security interest.
Dealer Reassignments
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 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.
Foreign—Selected if the dealer is from out-of-state.
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 if there are more than three dealer assignments.
New Vehicle—Select if the vehicle is new.
Add In-State Dealer—Click to enter an assignment to an in-state dealer.
Use this tab to view tax information for the vehicle.
Non-Transferable Registration window, Taxes tab element descriptions
Window element
Usage
Property Tax
Class Code—Displays a three-digit identifier representing the value of the vehicle based on MSRP.
Current Mill Levy Rate—Displays the current assessed property tax rate.
Property Tax Exemption—If the vehicle qualifies for an exemption, select the exemption reason.
Current Year Tax—Displays the current year's calculated tax on the vehicle.
Prior Year Tax—Displays the previous year's calculated tax on the vehicle.
Prior Year Interest—Displays any penalty interest accrued if the prior year taxes were delinquent.
Total Due—Displays the total amount due from the customer.
Tax Unit—Displays the numerical code of the tax unit (geographical area) used to calculate taxes for residents of that area.
Note: If the system displays more than one tax unit for the address associated with this registration, select the appropriate address-tax unit pair for this transaction.
Prior Mill Levy Rate—The previous assessed property tax rate.
Sales Tax - Buyer Information
Name—Displays the name of the corresponding customer.
Address Line 1—Displays the first line of the customer's address.
Address Line 2 —Displays the second line of the customer's address.
City—Displays the city of the customer's address.
State—Displays the state of the customer's address.
Zip Code—Displays the zip code of the customer's address.
Country—Displays the country of the customer's address.
State Sales Tax Rate—Displays the legally imposed tax rate amount for the state.
County Sales Tax Rate—Displays the legally imposed tax rate amount for the corresponding county.
City Sales Tax Rate—Displays the legally imposed tax rate amount for the corresponding city.
Special Tax District Rate—Displays the legally imposed tax rate amount for the corresponding district.
Sales Tax - Seller Information
Name—Displays the name of the corresponding customer.
Address Line 1—Displays the first line of the customer's address.
Address Line 2 —Displays the second line of the customer's address.
City—Displays the city of the customer's address.
State—Displays the state of the customer's address.
Zip Code—Displays the zip code of the customer's address.
Country—Displays the country of the customer's address.
State Sales Tax Rate—Displays the legally imposed tax rate amount for the state.
County Sales Tax Rate—Displays the legally imposed tax rate amount for the corresponding county.
City Sales Tax Rate—Displays the legally imposed tax rate amount for the corresponding city.
Special Tax District Rate—Displays the legally imposed tax rate amount for the corresponding district.
Sales Tax - Other
Gross Purchase Price—Enter the full purchase price for the vehicle.
Trade-In Amount—Enter the trade-in price for the old vehicle, if applicable.
Net Purchase Price—The system displays the gross purchase price minus the trade in amount, when applicable.
Sales Tax Paid—Enter the amount of sales tax that was paid on the vehicle.
Exemption—Click if there are concessions on the vehicle.
Exception—Click if there are any exclusions on this vehicle.
Comments—Enter any further information on the vehicle or this transaction.
Update Tax Rates
Click to update the latest tax rates into the registration form.
Isolated Sales Tax
Displays the total amount of sales tax for the transaction. The tax amount may update when you change the relevant information on the window.
Note: The system allows the same Amateur Radio text to be assigned to one truck and one passenger car for a customer, but not to two passenger cars or two trucks. For help ordering an Amateur Radio plate, see Ordering a Special Plate.
Plate #—Displays the system-generated number assigned to the plate.
Plate Type—Select the kind of plate being issued, such as Standard County, Fleet, and so on.
Usage—Displays the usage type associated to a vehicle registration record, such as regular, boat, rental, off highway, antique, etc.
GVW
GVW Class—Displays the vehicle GVW class.
Declared Weight—Displays the declared weight of the vehicle.
Use this tab to add, remove, and re-prioritize customer associations with a vehicle. Customers may include owners, security interest holders, lessees, primary operators, and transfer on death designees.
Note: A transfer on death designee cannot be added when a lessee is present.
Non-Transferable Registration window, Relate Customers tab element descriptions
Window element
Usage
Relationship
Each of the following for up to five owners, unlimited security interest holders, five lessees, two primary operators, and five transfer on death designees.
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.
Priority—Displays the precedence each customer relative to other customers with the same relationship to the vehicle (owner, security interest holder, lessee, primary operator, and transfer on death designee). For owners and transfer on death designees, if you change a customer's priority, you must also redefine that customer's ownership status. For those customers, note that priority becomes irrelevant if the customer's ownership status is set to or.
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.
Legal Name—Displays the lawful name of the corresponding customer. 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.
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.
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.
Use this tab to review the mailing addresses of each customer associated with the vehicle and to specify mailing instructions.
Non-Transferable Registration 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.
Legal Name
Displays the lawful name of each customer and security interest holder associated with the vehicle.
Residency Address
Displays the primary address for each customer and security interest holder that is associated with the vehicle.
Date of Birth
Displays the birth date for each customer who is associated with the vehicle.
Relationship
Displays the relationship of each customer and security interest holder with the vehicle. 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.
Title 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.
Registration Mailing Instructions
Mail To—Select the customer to whom the vehicle title or registration should be mailed.
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 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.
Use this tab to review the documents required for the transaction or to add a document presented by the customer to support the transaction.
Non-Transferable Registration 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 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.
Use this tab to view a history of vehicle designations, bonds, and inspections.
Non-Transferable Registration 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 expired.
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.
—Click to remove the row from the grid.
—Click to move the row up in priority.
—Click to move the row down in priority.