Title and Registration Window

Use the Title and Registration window to issue a title and registration for an existing customer who buys a new car or for a new customer bringing a car in from out of state.

Navigation

Detailed Description

Common Area

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

Title and 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 to open the Notes Management window and add or edit a note related to this vehicle.
	Click to refresh the window.
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	If you want 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 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 on 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. You can recall held transactions using the Payment Manager - Transactions window in the Cash Drawer and Finance online help.
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 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 and issue a title and registration.

Title and Registration window, Application tab element descriptions

Window element	Usage
Vehicle	Received Date—Enter the processing date for the transaction. Purchased Date—Enter the date the customer purchased the vehicle. Style—Select or type the vehicle style, such as two-door (2D), four-door (4D), and so on. Weight—Displays the vehicle weight. List Price—Displays the original list price of the vehicle. 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. Depr. MSRP—Displays the depreciated MSRP of the vehicle. Last Odom—Displays the odometer reading entered when the vehicle was last titled. New Odom—If necessary, enter the odometer reading for the vehicle. Odom Unit—If you enter a new odometer reading, click the unit in which it is measured. Reading Type—If you enter a new odometer reading, click the type of reading that was taken. Tracking #—Displays the tracking number of the vehicle. Fleet #—Displays the fleet number of the vehicle. Courtesy Registration—Select if the registration is issued under the courtesy registration process. Upon finalization of this transaction the system will generate an Outstanding Documents Checklist which can be printed and given to the customer. Electronic—Select if this is an electronic held title through a lien holder. Mail To—Select if you want to mail the title to the address listed in the box immediately to the right of this check box. You can select a different mailing address in the Title Mailing Instructions area 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	You can add and remove customers on the Relate Customers tab. Prev Title # (State)—Displays the current title number and state in which the vehicle is titled. Prev Owner—Displays the current vehicle owner. —Click the Note icon to view or enter notes pertaining to the associated customer. Customer ID—Displays the primary identification number for the primary customer that is associated with the vehicle. You can change this customer on the Relate Customers tab. ID Type—Displays the identification type that corresponds to the customer identification number. Legal Name—Displays the name of the customer. Click to open the Customer Maintenance window and view or edit customer details. Residency Address—Displays the primary address for the customer. Date of Birth—Displays the birth date of the customer. Relationship—Displays the relationship of the customer to the vehicle. Priority—Displays the priority of the customer in relation to any other customers associated with 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.
Registration	Exp Date—Displays the date the registration will expire. If this is a vehicle that is eligible for quarterly registration you will can select a date for the current quarter or for the full year. 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—Click the customer who is renewing the vehicle registration. Exemption Type—Click to select the registration exemption type. Declared Weight—Pre-populated for some vehicle types. If applicable to the vehicle type, enter the declared weight of the vehicle to be used in determining registration fees. Collector Plate Inspection Fee—Not currently used. Mail Sticker and Reg Receipt—Select if you want to mail the registration decal and papers to the customer. You can select a different mailing address in the Registration Mailing Instructions area 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 to the address listed to the right of the check box and charge the plate mailing fee. You can select a different mailing address in the Registration Mailing Instructions area on the Mailing tab.
Transaction Fees	Displays the total amount of 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.

Two separate windows with unique element descriptions will appear:

Vehicle is titled in the state
Vehicle is not tilted in the state

Title and Registration window, Vehicle Status tab element descriptions if the vehicle is titled in the state.

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 on which 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—This field is inactivated. 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 identification type that corresponds to the customer identification number. Legal Name—Displays the 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 priority of the customer in relation to the other customers associated with the vehicle. Ownership Status—Displays the priority of the customer and dictates the order in which the owners are listed on the title. 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.
Security Interests	SI ID#—Displays the primary identification number for each security interest holder that is associated with the vehicle. Legal Name—Displays the name of each security interest holder. Residency Address—Displays the primary address of each security interest holder. Recorded Date—Displays the date on which the security interest was added. Cancel Date—To remove the corresponding security interest, enter the date on which 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. Priority—Displays the priority of the customer in relation to the other customers associated with the vehicle. Ownership Status—Displays the priority of the customer and dictates the order in which the owners are listed on the title. 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.
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 that has already been saved with the vehicle. Order—Displays the order number of the dealer assignment. Issued—Enter the date on which the assignment was issued. Expires—Enter the date on which the assignment expires. Assignment Date—Enter the date on which 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 if there are more than three dealer assignments. New Vehicle—Select if the vehicle is new. Add Kansas Dealer—Click to enter an assignment to an in-state dealer. Add Foreign Dealer—Click to enter an assignment to an out-of-state dealer.

Title and Registration window, Vehicle Status tab element descriptions if the vehicle is not titled in the state.

Window element	Usage
Originating Document	Effective Date—Displays the application date for registration. Ownership Document—Displays the original ownership document on the vehicle. Ownership Transfer Reason—Displays the list of transfer reasons you can select for registering the vehicle. MCO #—Displays the MCO (Manufacturer's Certificate of Origin) number if was applicable to the original ownership document. Credential #—Displays the seller's dealer license number if applicable to the original ownership document. Credential State—Displays the state of the seller's dealer license number if applicable to the original ownership document. Credential Date—Select the date the customer purchased the vehicle or when the vehicle was brought into the state. Name—Displays the lawful name of the customer. 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.
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 that has already been saved with the vehicle. Order—Displays the order number of the dealer assignment. Issued—Select the date when the assignment was issued. Expires—Select the date when the assignment expires. Assignment Date—Select the date when the dealer was assigned. License #—Displays the dealer license number. Foreign—Displays the name of a foreign dealer. Name—Select the dealer's name. Many dealers are licensed to do business under multiple names. Address—Displays the dealer's address. More Dealers—Click to add more dealers. New Vehicle—Click if the vehicle is new. Add Kansas Dealer—Click to enter an assignment to an in-state dealer. Add Foreign Dealer—Click to enter an assignment to an out-of-state dealer.

Window element

Usage

Originating Document

Effective Date—Displays the application date for registration.
Ownership Document—Displays the original ownership document on the vehicle.
Ownership Transfer Reason—Displays the list of transfer reasons you can select for registering the vehicle.
MCO #—Displays the MCO (Manufacturer's Certificate of Origin) number if was applicable to the original ownership document.
Credential #—Displays the seller's dealer license number if applicable to the original ownership document.
Credential State—Displays the state of the seller's dealer license number if applicable to the original ownership document.
Credential Date—Select the date the customer purchased the vehicle or when the vehicle was brought into the state.
Name—Displays the lawful name of the customer.
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.

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 that has already been saved with the vehicle.
Order—Displays the order number of the dealer assignment.
Issued—Select the date when the assignment was issued.
Expires—Select the date when the assignment expires.
Assignment Date—Select the date when the dealer was assigned.
License #—Displays the dealer license number.
Foreign—Displays the name of a foreign dealer.
Name—Select the dealer's name. Many dealers are licensed to do business under multiple names.
Address—Displays the dealer's address.
More Dealers—Click to add more dealers.
New Vehicle—Click if the vehicle is new.
Add Kansas Dealer—Click to enter an assignment to an in-state dealer.
Add Foreign Dealer—Click to enter an assignment to an out-of-state dealer.

Fee Detail Tab

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

Title and Registration 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 is 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.

Taxes Tab

Use this tab to view tax information for the vehicle. Property tax rates and sales tax rates are determined by the state, county, city and special tax districts for the buyer, seller and vehicle registration location. Tax rates are determined by each locality, are programmed within the system and administered by the state. Sales tax and property tax receipts are generated and printed for all ownership transfer transactions. The system stores the sales tax receipt that is generated when the registration is completed into the system correspondence section so it can be searched and retrieved at a later date.

Title and 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—The current assessed property tax rate. Property Tax Exemption—If the vehicle qualifies for an exemption, select the exemption reason. Current Year Tax—The current years calculated tax on the vehicle. Prior Year Tax—The previous years calculated tax on the vehicle. Prior Year Interest— Displays any penalty interest accrued if the prior year taxes were delinquent. Total Due—The total amount due from the customer. Tax Unit—The numerical code of the tax unit (geographical area) used to calculate taxes for residents of that area. 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	The gross purchase price, trade-in amount and any sales tax paid must be entered in order for the system to determine the correct sales tax amount for the vehicle registration. 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. Data Requirements(s) for exemption—Enter any further information on this transaction for an exemption on this vehicle.
Update Tax Rates	Click to update the latest tax rates into the registration form. The Update Tax Rates button must be clicked for every vehicle registration because it retrieves the tax rates for the buyer and seller based upon address location.
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.

Registration Detail Tab

Use this tab to view details of each segment of the registration.

Title and Registration window, Registration Detail tab element descriptions

Window element	Usage
Registration Periods	Start—Displays the start date of the corresponding registration segment. End—Displays the expiration date of the registration. Usage—Click the usage for the vehicle under the registration. Plate Type—Displays the type of license plate on the vehicle. Fee Description—Displays a description of the applicable fees. Annual Fee—Displays the total annual fee of the registration. Fee Amount—Displays the amount of the fee actually charged. Depreciated MSRP—Displays the depreciated MSRP amount. Declared Weight—Displays the declared weight of the vehicle. Primary—Displays the priority of the corresponding row.
Registration Decals	Decal Number—Displays the decal number assigned to the registration. Decal Type—Displays the decal type assigned to the registration. Usage—Click the usage for the vehicle under the registration. Note: You may have to manually enter the decal number for certain vehicles. An example of a manually entered decal is the sticker assigned to a boat in the absence of a plate.
Registration Plates	Get Reg Plate—Click Get Plate to access the Get Plate window. Note: You can assign a plate that is out of number sequence or is a specialty plate by clicking Get Plate. Plate #—Displays the auto-assigned plate number. Plate Type—Click to select the plate type. Note: When ordering disabled plates, you can order one regular or one personalized plate for a disabled customer, but an unlimited number of disabled veteran plates for a disabled military veteran. For help ordering disabled plates, see Issuing a Disabled Plate. 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. Usage—Displays the vehicle usage type.
Renewal Preference	Renewal Preference Type—Click to choose the customer's preferred renewal method, such as email or postcard.
GVW	GVW Class—Displays the vehicle GVW class. Declared Weight—Displays the declared weight of the vehicle. End Date—Displays the end date of the valid GVW.

Relate Customers Tab

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

Title and Registration 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. 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 of the corresponding customer or security interest holder in relation to other customers with 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 identification number. 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—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. 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.

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 of the corresponding customer or security interest holder in relation to other customers with 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 identification number.
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—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.
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.

Insurance Tab

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

Title and Registration window, Insurance tab element descriptions

Window element	Usage
NAIC Code	Displays the NAIC code of the insurance company insuring this vehicle once the name is selected from the list in Insurance Company Name.
Policy Number	Enter the identification number for the policy covering this vehicle.
Policy Expiration Date	Select the expiration date for the policy covering this vehicle.
Insurance Company Name	Select 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.

Mailing Tab

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

Title and Registration window, Mailing tab element descriptions

Window element	Usage
Customer ID	Displays the primary identification number for each customer and security interest holder that is associated with the vehicle.
ID Type	Displays the identification type that corresponds to the customer identification number.
Legal Name	Displays the name of each customer and security interest holder that is 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.
Priority	Displays the priority of each customer and security interest holder in relation to the other customers who have the same association with the vehicle.
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.
Title Mailing Instructions	Mail To—Select the customer that 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 at which the customer should receive the registration. 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.
Registration Mailing Instructions	Mail To—Select the customer that should receive the vehicle registration in the mail. Name—Displays the name of the customer. Address Type—Select the address at which the customer should receive the registration. 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.

Credits Tab

When a customer sells a vehicle prior to the end of their yearly registration cycle, they can receive credit for registration fees and property tax paid on that vehicle. Use this tab to view the credit or refund information on the terminated vehicle.

Title and Registration window, Credits tab element descriptions

Window element	Usage
	Click the Remove icon to delete the corresponding vehicle from the list.
Action	Displays the disposition of any remaining registration fees or property tax fees associated with the registration that is being terminated.
Purchase Date	Displays the date the customer purchased the corresponding vehicle.
VIN	Displays the vehicle identification number of the corresponding vehicle.
Type	Displays the type of the corresponding vehicle.
Make	Displays the make of the corresponding vehicle.
Model	Displays the model of the corresponding vehicle.
Plate #	Displays the numbers and text on the vehicle's plate.
Plate Type	Displays the type of plate used on the corresponding vehicle.
Plate Disposition	Displays the disposition of the plate such as active, lost or damaged.
Registration Start Date	Displays the beginning date of the corresponding vehicle's registration.
Registration End Date	Displays the end date of the corresponding vehicle's registration if the registration were not being terminated.
Registration County	Displays the county where the vehicle is registered.
Registration Usage	Displays the usage of the corresponding vehicle.
Registration Disposition	Displays the registration disposition type associated with the corresponding vehicle. Examples include cancelled, revoked, or junked.
Registration Fee Paid	Displays the total fee paid for registration on the corresponding vehicle.
Property Tax Paid	Displays the total amount paid for property tax on the corresponding vehicle.
Registration Disposition Date	Displays the date on which the value in the Registration Disposition column was selected.
Select Ownership	Click Select Ownership to select the customer who is applying for the credit or refund for this registration.
Add	Click to search for a vehicle using the Plate Search window and add the associated registration to the credit list. The system adds the vehicle registration you specify if it is eligible for a registration fee credit and/or property tax credit.
Mailing Instructions	Mail To—Select the customer that should receive the vehicle title in the mail. Delivery Name—Displays the name of the title recipient. Address Type—Select the address at which the customer should receive the registration. 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. Moved Out of State—Select if the customer moved to another state.
Registration Credit Amount	Displays the amount of any credit that will be applied to the registration(s) listed on this tab if the transaction is finalized.
Registration Fee Refund Amount	Displays the amount of any refund that will be returned to the owner(s) of the vehicle(s) associated with the registration(s) listed on this tab if the transaction is finalized.
Property Tax Credit Amount	Displays the amount of any credit that will be applied to the property tax fees previously collected for the registration(s) listed on this tab if the transaction is finalized.
Property Tax Refund Amount	Displays the amount of any refund of property taxes for the vehicle(s) associated with the registration(s) listed on this tab if the transaction is finalized.

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.

Title and 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.
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 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	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.

Title and 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. Comment—Displays any comments for the inspection.