Difference between revisions of "Error: Policy Already Exists"

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[[Category:Error]]
 
[[Category:Error]]
 
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<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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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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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=Error:_Policy_Already_Exists&oldid=3838 Click Here]</td>
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
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     <td>Related Pages</td>
 
     <td>Related Pages</td>
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<li>[[Policy & Billing]]</li>
 
<li>[[Policy: Change A Policy Number]]</li>
 
<li>[[Policy: Change A Policy Number]]</li>
 
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=== Resolution ===
 
=== Resolution ===
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Only use the steps below if the [[Policy: Change A Policy Number|change policy number process]] '''was interrupted''' and the '''original policy still listed''' on the [[Client Tab|client]].  
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[[File:Ic_info_black_24dp.png]]  Only use the steps below if the [[Policy: Change A Policy Number|change policy number process]] '''was interrupted''' and the '''original policy still listed''' on the [[Client Tab|client]].  
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#Select '''AR -> Policy and Billing''' to open [[Express Billing]].  
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Accounting -> [[Policy & Billing]]'''.  
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#Select '''Search'''.  
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#Select '''Policy''' -> '''Find Policy or Quote'''.  
 
#Enter the '''Policy Number'''.  Policy numbers are case-sensitive and typically use capital letters.  
 
#Enter the '''Policy Number'''.  Policy numbers are case-sensitive and typically use capital letters.  
 
#Select '''OK'''.  The policy details will load.  
 
#Select '''OK'''.  The policy details will load.  
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#Verify the policy sequence number above the '''[[Transaction Profile|Transaction code]]'''  and to the right of the policy number lists '''99'''. ''(If not, [https://agencysystems.com/support/ contact Agency Systems support].)''
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#Verify the [[Policy sequence|policy sequence number]] above the '''[[Transaction Profile|Transaction code]]'''  and to the right of the policy number lists '''99'''. (If not, [https://agencysystems.com/support/ contact Agency Systems support].)
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#Select '''Delete'''.   
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#Select '''Policy''' -> '''Delete Transaction'''.  (Requires [[Security System|Security System: AR -> Policy Transaction -> Global]] access.)
 
#:If prompted to '''"Delete this invoice?"''', select '''No''' and [https://agencysystems.com/support/ contact Agency Systems support].
 
#:If prompted to '''"Delete this invoice?"''', select '''No''' and [https://agencysystems.com/support/ contact Agency Systems support].
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#:If prompted to '''"Delete this policy?"''', select '''Yes'''.
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#When prompted to '''"Delete this policy?"''', select '''Yes'''.
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#Close [[Express Billing]].  
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#Close [[Policy & Billing]].  
 
#Repeat the [[Policy: Change A Policy Number|change policy number]] process.
 
#Repeat the [[Policy: Change A Policy Number|change policy number]] process.

Latest revision as of 20:02, 27 March 2018

Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

A policy number in Newton can represent a policy, quote or binder, and must be unique.

During the change policy number process, if the New Policy number matches an existing policy, the message "Error: Policy %PolicyNumber% already exists" will display.

Scope Of The Problem

This message can occur if the policy is already in the system under a different client, or the same client. First use the Policy Keyword Search to attempt to locate the policy, and determine the entry error.

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, use the steps below.

Resolution

Ic info black 24dp.png Only use the steps below if the change policy number process was interrupted and the original policy still listed on the client.

  1. From the Main Menu, select Accounting -> Policy & Billing.
  2. Select Policy -> Find Policy or Quote.
  3. Enter the Policy Number. Policy numbers are case-sensitive and typically use capital letters.
  4. Select OK. The policy details will load.
  5. Verify the policy sequence number above the Transaction code and to the right of the policy number lists 99. (If not, contact Agency Systems support.)
  6. Select Policy -> Delete Transaction. (Requires Security System: AR -> Policy Transaction -> Global access.)
    If prompted to "Delete this invoice?", select No and contact Agency Systems support.
  7. When prompted to "Delete this policy?", select Yes.
  8. Close Policy & Billing.
  9. Repeat the change policy number process.
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