Update Registration Window

Use the Update Registration window to update the expiration date, usage, or license plate on an existing registration. You can also update a registration to put a vehicle into storage.

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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.

Update 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.
Reg	Displays the current registration period for the active vehicle.
Veh Type	Displays the type of the active vehicle.
Usage/Tons	Displays the vehicle usage and weight.
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.
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.
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.
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 registration information.

Update Registration window, Application tab element descriptions

Window element	Usage
Received Date	Enter the processing date for the transaction.
Renewal Customer	Click the renewal customer.
Reason	Click the reason for the transaction.
Tracking #	The tracking number for the application.
Fleet #	The fleet number for the application.
Replace Plate Fee	Select to charge the fee for replacing the plate.
Registration	Exp Date—Displays the date on which the registration will expire. This field may be system updated. Registration County—Displays the county in which the vehicle is registered. Usage—Displays the usage type of the vehicle. Weight—Displays the vehicle weight. List Price—Displays the original list price of the vehicle. Color—Displays the primary color of the vehicle. Color 2—Displays the secondary color of the vehicle. Sq Footage—Displays the square footage of the vehicle for relevant vehicle types. Exemption Type —Displays the exemption type, if any, of the vehicle. 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. Note: During a registration update, you may increase the declared weight, but not decrease it. The system will round up the weight for some vehicles based upon the vehicle class usage. Start—Displays the start date of the renewed registration. End—Displays the expiration date of the renewed registration. Usage—Click the usage for the vehicle under the renewed registration. Plate Type—Displays the 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. Priority—Displays the priority of the vehicle.
Customer	—Click to open the Notes Management window and add or edit a note related to this vehicle. Customer ID—Displays the primary identification number for the primary customer 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 the customer. Click to open the Customer Maintenance window and view or edit customer details. Print Name—Displays the name that will print on the registration. 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.
Plate	Collector Plate Inspection Fee—Not available for this procedure. Display Single Plate—Select to indicate this vehicle has one plate. Mail Sticker and Reg Receipt—Select to mail the registration papers to the customer. Mail Plate—Not available for this procedure. Mail To—Displays the address to which registration materials will be mailed.
Transaction Fees	Displays the total amount of fees due for the transaction. The fees update when you change the relevant information on the window.

Fee Detail Tab

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

Update 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.

Mailing Tab

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

Update 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, such as Drivers License.
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.
Security Interest Tracking Number	Displays a unique number assigned by the security interest holder to reference the lien on this vehicle.
Vested Party Release Reason Type ID	Displays the reason the security interest was released, if applicable.
Security Interest Type ID	Displays the type of security interest relationship.
Security Interest Mailing Address ID	Displays the mailing address information for the security interest record.
Name Changed	Select to indicate the name has changed.
Name ID	Displays the correct name at the time of title. This ensures that the name on the title matches the name on the registration, regardless of any names changes that may have occurred in the system.
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—Displays the type of address at which the customer receives mail, Mailing or Residency. 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.

Update 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 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	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.

Registration Detail Tab

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

Update Registration window, Registration Detail tab element descriptions

Window element	Usage
Registration Decals	Decal Number—Displays the decal number assignment type. Decal Type—Displays the decal type. Usage—Displays the usage type of the vehicle. Assign New Decal—Select to assign a new registration decal.
Registration Plates	Get Plate Button—Click to access the Get Plate window to get a plate for the vehicle. Plate #—Displays the plate number assignment type. Plate Type—Click to select the plate type. Plate Disposition—Displays the plate disposition type. Usage—Displays the usage type of the vehicle.
Renewal Preference	Renewal Preference Type—Select to choose the customer's preferred renewal method, such as email or postcard.
GVW	GVW Class—Displays the GVW class. Declared Weight—Displays the declared weight of the vehicle. The declared weight can only be increased when updating the registration. Increasing the weight will impact the registration fees for the remainder of the registration period. End Date—Displays the GVW end date.

Insurance Tab

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

Update Registration window, Insurance tab element descriptions

Window element	Usage
NAIC Code	Displays the NAIC code of the insurance company insuring this vehicle.
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.