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| + | #REDIRECT [[Policy: Insert An Audit Transaction Or Prior Term Endorsement]] |
| − | [[Category:Policy Tasks]]
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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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| − | <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;">
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| − | <td>Related Pages</td>
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| − | </tr>
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| − | | |
| − | <tr>
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| − | <td>
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| − | <ul>
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| − | <li>[[Express Billing]]</li>
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| − | <li>[[Policy Express]]</li>
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| − | <li>[[Training 3: Entering Policy Information]]</li>
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| − | </ul>
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| − | </td>
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| − | </tr>
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| − | <tr style="background-color: #d3d3d3; text-align: center; ">
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| − | <td>Related Categories</td>
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| − | </tr>
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| − | <tr>
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| − | <td>
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| − | <ul>
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| − | <li>[[:Category:Policy Tasks|Policy Tasks]]</li>
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| − | </ul>
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| − | </td>
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| − | </tr>
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| − | </table>
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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]].
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| − | === 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 within the '''Expired Policies''' sub-band of the '''Policies Band''' on the [[Client Tab]].
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| − | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
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| − | #Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''
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| − | #Select the (+) next to '''Expired Policies'''.
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| − | #:[[File:Clienttab-expiredpol.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.
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| − | #From Express Billing, select '''Policy -> Insert a Transaction'''.
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| − | #:[[File:Expressbill-policy-insert.png]]
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| − | #Enter the [[Transaction Profile|Transaction Code]] for '''Audit'''. ''(Typically AUD)''. Select '''OK'''.
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| − | #:[[File:Expressbill-policy-insert-aud.png]]
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| − | #Select '''Next''' to enter in the Audit invoice premium.
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| − | #:[[File:Expressbill-policy-insert-aud-next.png]]
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| − | #Once the premium and commission amounts have been entered, select '''Finish'''.
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| − | #:[[File:Expressbill-policy-insert-aud-next-line1.png]]
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| − | #Answer '''Yes''' to save the changes.
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| − | #Select '''Save''' then '''Exit'''.
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| − | | |
| − | === If the Policy Number Does Not Change at Renewal ===
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| − | 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.
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| − | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
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| − | #Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''
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| − | #'''Left-Click''' the desired policy number to open '''[[Policy Express]]'''.
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| − | #:[[File:Clienttab-selecpol.png]]
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| − | #Select '''[[Express Billing]]''' within the top toolbar.
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| − | #Select the '''Up Arrow''' until the prior policy term expiration date is displayed.
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| − | #:[[File:Expressbill-sequp.png]] [[File:Expressbill-sequp-priorterm.png]]
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| − | #Select '''Policy -> Insert a Transaction'''.
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| − | #:[[File:Expressbill-policy-insert.png]]
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| − | #Enter the [[Transaction Profile|Transaction Code]] for '''Audit''' or '''Endorsement'''. ''(Typically AUD or END)''. Select '''OK'''.
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| − | #:[[File:Expressbill-policy-insert-aud.png]]
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| − | #Select '''Next''' to enter in the Audit invoice premium.
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| − | #:[[File:Expressbill-policy-insert-aud-next.png]]
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| − | #Once the premium and commission amounts have been entered, select '''Finish'''.
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| − | #:[[File:Expressbill-policy-insert-aud-next-line1.png]]
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| − | #Answer '''Yes''' to save the changes.
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| − | #Select '''Save''' then '''Exit'''.
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