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

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#REDIRECT [[Policy: Insert An Audit Transaction Or Prior Term Endorsement]]
[[Category:Policy Tasks]]
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<tr>
 
    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|September 2015]]</td>
 
</tr>
 
<tr>
 
    <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>
 
</tr>
 
 
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
    <td>Related Pages</td>
 
</tr>
 
 
 
<tr>
 
<td>
 
<ul>
 
<li>[[Express Billing]]</li>
 
<li>[[Policy Express]]</li>
 
<li>[[Training 3: Entering Policy Information]]</li>
 
</ul>
 
</td>
 
</tr>
 
<tr style="background-color: #d3d3d3; text-align: center; ">
 
    <td>Related Categories</td>
 
</tr>
 
<tr>
 
<td>
 
<ul>
 
<li>[[:Category:Policy Tasks|Policy Tasks]]</li>
 
</ul>
 
</td>
 
</tr>
 
</table>
 
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, 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]].
 
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
 
#Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''
 
#Select the (+) next to '''Expired Policies'''.
 
#:[[File:Clienttab-expiredpol.png]]
 
#'''Left-Click''' the desired policy number to open '''[[Policy Express]]'''.
 
#:[[File:Clienttab-expiredpol-polnum.png]]
 
#Select '''[[Express Billing]]''' within the top toolbar.
 
#From Express Billing, select '''Policy -> Insert a Transaction'''.
 
#:[[File:Expressbill-policy-insert.png]]
 
#Enter the [[Transaction Profile|Transaction Code]] for '''Audit'''. ''(Typically AUD)''. Select '''OK'''.
 
#:[[File:Expressbill-policy-insert-aud.png]]
 
#Select '''Next''' to enter in the Audit invoice premium.
 
#:[[File:Expressbill-policy-insert-aud-next.png]]
 
#Once the premium and commission amounts have been entered, select '''Finish'''.
 
#:[[File:Expressbill-policy-insert-aud-next-line1.png]]
 
#Answer '''Yes''' to save the changes.
 
#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.
 
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|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]]'''.
 
#:[[File:Clienttab-selecpol.png]]
 
#Select '''[[Express Billing]]''' within the top toolbar.
 
#Select the '''Up Arrow''' until the prior policy term expiration date is displayed.
 
#:[[File:Expressbill-sequp.png]] [[File:Expressbill-sequp-priorterm.png]]
 
#Select '''Policy -> Insert a Transaction'''.
 
#:[[File:Expressbill-policy-insert.png]]
 
#Enter the [[Transaction Profile|Transaction Code]] for '''Audit'''. ''(Typically AUD)''. Select '''OK'''.
 
#:[[File:Expressbill-policy-insert-aud.png]]
 
#Select '''Next''' to enter in the Audit invoice premium.
 
#:[[File:Expressbill-policy-insert-aud-next.png]]
 
#Once the premium and commission amounts have been entered, select '''Finish'''.
 
#:[[File:Expressbill-policy-insert-aud-next-line1.png]]
 
#Answer '''Yes''' to save the changes.
 
#Select '''Save''' then '''Exit'''.
 

Latest revision as of 20:27, 6 September 2017