Difference between revisions of "Insert an Audit Transaction or Prior Term Endorsement"

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(updated for 2015)
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[[Category:Policy Tasks]]
 
[[Category:Policy Tasks]]
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|September 2015]]</td>
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</tr>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Insert_an_Audit_Transaction_or_Prior_Term_Endorsement&oldid=3574 Click Here]</td>
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</tr>
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
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The procedure below is used when an [[Transaction Profile|Audit Transaction or endorsement]] needs to be inserted into a prior policy term, and the policy does not [[:Category:Download|download]].  
 
The procedure below is used when an [[Transaction Profile|Audit Transaction or endorsement]] needs to be inserted into a prior policy term, and the policy does not [[:Category:Download|download]].  
 
=== If the Policy Number Changes at Renewal ===
 
=== If the Policy Number Changes at Renewal ===
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If the policy number changes at renewal, each policy term is saved with a unique policy number.  Expired policy terms are available from the bottom '''Policy Tab'''.
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If the policy number changes at renewal, each policy term is saved with a unique policy number.  Expired policy terms are available within the '''Expired Policies''' sub-band of the   '''Policies Band''' on the [[Client Tab]].
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#Open the '''Client''' on one of the four '''Client Tabs'''.
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#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
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#Click the '''Policy Tab''' at the bottom of the screen.
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#Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''
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#:[[File:Policytab.png]]
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#Select the (+) next to '''Expired Policies'''.  
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#Select the prior policy term, and '''double-click''' on any of the policy sequences to open [[Express Billing]].
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#:[[File:Clienttab-expiredpol.png]]
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#:[[File:Policytab-priorpolicy.PNG]]
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#'''Left-Click''' the desired policy number to open '''[[Policy Express]]'''.  
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#:[[File:Clienttab-expiredpol-polnum.png]]
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#Select '''[[Express Billing]]''' within the top toolbar.
 
#From Express Billing, select '''Policy -> Insert a Transaction'''.
 
#From Express Billing, select '''Policy -> Insert a Transaction'''.
 
#:[[File:Expressbill-policy-insert.png]]
 
#:[[File:Expressbill-policy-insert.png]]
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#Answer '''Yes''' to save the changes.
 
#Answer '''Yes''' to save the changes.
 
#Select '''Save''' then '''Exit'''.  
 
#Select '''Save''' then '''Exit'''.  
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=== If the Policy Number Does Not Change at Renewal ===
 
=== If the Policy Number Does Not Change at Renewal ===
 
If the policy number does not change at renewal, each policy term is saved under the same policy number, with a new policy transaction or sequence.  Prior sequences can be accessed by stepping back through the history of a policy.  
 
If the policy number does not change at renewal, each policy term is saved under the same policy number, with a new policy transaction or sequence.  Prior sequences can be accessed by stepping back through the history of a policy.  
−
#Open the '''Client''' on one of the four '''Client Tabs'''.
+
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
−
#Select the '''Policy Number''' displayed within the '''Active Policies Band''' to open [[Policy Express]].  
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#Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''  
−
#:[[File:Clientbasic-activepol-polnum.png]]
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#'''Left-Click''' the desired policy number to open '''[[Policy Express]]'''.  
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#From Policy Express, Select '''Create Item -> Invoice'''.
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#:[[File:Clienttab-selecpol.png]]
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#:[[File:Policyexpress-createitem-invoice.png]]
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#Select '''[[Express Billing]]''' within the top toolbar.
 
#Select the '''Up Arrow''' until the prior policy term expiration date is displayed.
 
#Select the '''Up Arrow''' until the prior policy term expiration date is displayed.
 
#:[[File:Expressbill-sequp.png]] [[File:Expressbill-sequp-priorterm.png]]
 
#:[[File:Expressbill-sequp.png]] [[File:Expressbill-sequp-priorterm.png]]

Revision as of 21:00, 15 February 2016

Ic info black 24dp.png Required Software Version: September 2015
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

The procedure below is used when an Audit Transaction or endorsement needs to be inserted into a prior policy term, and the policy does not download.

If the Policy Number Changes at Renewal

If the policy number changes at renewal, each policy term is saved with a unique policy number. Expired policy terms are available within the Expired Policies sub-band of the Policies Band on the Client Tab.

  1. Load a client on one of the client tabs.
  2. Select the (+) next to Policies. (To expand the band by default, see: Preferences)
  3. Select the (+) next to Expired Policies.
    Clienttab-expiredpol.png
  4. Left-Click the desired policy number to open Policy Express.
    Clienttab-expiredpol-polnum.png
  5. Select Express Billing within the top toolbar.
  6. From Express Billing, select Policy -> Insert a Transaction.
    Expressbill-policy-insert.png
  7. Enter the Transaction Code for Audit. (Typically AUD). Select OK.
    Expressbill-policy-insert-aud.png
  8. Select Next to enter in the Audit invoice premium.
    Expressbill-policy-insert-aud-next.png
  9. Once the premium and commission amounts have been entered, select Finish.
    Expressbill-policy-insert-aud-next-line1.png
  10. Answer Yes to save the changes.
  11. Select Save then Exit.

If the Policy Number Does Not Change at Renewal

If the policy number does not change at renewal, each policy term is saved under the same policy number, with a new policy transaction or sequence. Prior sequences can be accessed by stepping back through the history of a policy.

  1. Load a client on one of the client tabs.
  2. Select the (+) next to Policies. (To expand the band by default, see: Preferences)
  3. Left-Click the desired policy number to open Policy Express.
    Clienttab-selecpol.png
  4. Select Express Billing within the top toolbar.
  5. Select the Up Arrow until the prior policy term expiration date is displayed.
    Expressbill-sequp.png Expressbill-sequp-priorterm.png
  6. Select Policy -> Insert a Transaction.
    Expressbill-policy-insert.png
  7. Enter the Transaction Code for Audit. (Typically AUD). Select OK.
    Expressbill-policy-insert-aud.png
  8. Select Next to enter in the Audit invoice premium.
    Expressbill-policy-insert-aud-next.png
  9. Once the premium and commission amounts have been entered, select Finish.
    Expressbill-policy-insert-aud-next-line1.png
  10. Answer Yes to save the changes.
  11. Select Save then Exit.
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