Difference between revisions of "Policy: Change A Policy Number"
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#Enter any activity details in the '''Policy Log''' field. | #Enter any activity details in the '''Policy Log''' field. | ||
#Optionally select '''Create Diary''' and enter a '''Diary Description''' to create a suspense item on your [[Dashboard Tab (User)|Dashboard Tab]]. | #Optionally select '''Create Diary''' and enter a '''Diary Description''' to create a suspense item on your [[Dashboard Tab (User)|Dashboard Tab]]. | ||
| − | #Select '''OK'''. | + | #Select '''OK'''. |
When finished, the [[Policy Express|Policy Dashboard]] will automatically refresh with the new policy number. The updated policy number will be visible within the '''Policies''' band on the [[Client Tab]]. | When finished, the [[Policy Express|Policy Dashboard]] will automatically refresh with the new policy number. The updated policy number will be visible within the '''Policies''' band on the [[Client Tab]]. | ||
| + | |||
| + | If the change policy number process was interrupted and the message '''"Error: Policy %PolicyNumber% already exists"''' displays when the change process is attempted a second time, [[Error: Policy Already Exists|click here]]. | ||
Revision as of 21:51, 29 July 2016
 Required Software Version: September 2015 |
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A policy number in Newton can represent a policy, quote or binder, and must be unique.
Many items in Newton are attached to a policy number including:
- Invoices
- ACORD Forms
- Attachments
- Emails
- Diary Items (Suspense)
- Memos
- Activities, Claims and other items.
The steps below outline the process of changing the entire transaction history of a policy or quote to a different number.
- All previous policy terms for the policy will be changed.
- The original policy number will no longer be listed in Newton.
- After changing the policy number, the original policy number can be re-used on a different client.
- To leave the existing policy history in place and renew the policy to a new number, see: Policy: Renew A Policy.
- To convert a quote to a policy with a new number, see: Policy: Convert A Quote To A Policy.
Change A Policy Number
- Load a client on one of the client tabs.
- Select the (+) next to Policies. (To expand the band by default, see: Preferences)
- Left-Click the desired policy number to open Policy Express.
- Select Policy Tasks -> Change Policy or Quote Number.
- Enter the New Policy number.
- Verify the Company Code.
- Enter any activity details in the Policy Log field.
- Optionally select Create Diary and enter a Diary Description to create a suspense item on your Dashboard Tab.
- Select OK.
When finished, the Policy Dashboard will automatically refresh with the new policy number. The updated policy number will be visible within the Policies band on the Client Tab.
If the change policy number process was interrupted and the message "Error: Policy %PolicyNumber% already exists" displays when the change process is attempted a second time, click here.
