Auto Tab
The Auto tab contains an overview of all auto transactions. Filter Options ID - the Transaction ID of a specific transaction
UserID - dropdown list containing all available users
Group - The Group number assigned to a group of transactions (such as a NewReg with a generated Renewal)
Issued - Issued Date (can be used to filter all transaction issued on a given date)
PayID - The PayID of a completed cart (may contain multiple transaction of different types, possibly with different business types)
Trans - Transaction Type, used to see transactions of a given type regardless of business type (I.E. view all Renewals for Boats, Autos, MfdHomes, etc.)
CustID - ID number assigned to a particular customer group, can be used to view all transactions done for a specific customer
Customer - filter based upon an Owner or Company name following the format Last, First M or Company Name, can use * to filter by partial name such as Smith, L*
SubSite - filter to view business done at a specific location
Tag - view all auto transactions associated with a specific tag number
Decal - view all auto transactions associated with a specific decal number
VIN - view all auto transactions associated with a specific VINnumber
Context Menu Options The context menu can be accessed by right-clicking on a transaction line item or clicking the  icon. Transaction# - Global non-business-specific transaction information The information available includes: - Transaction type
- Transmit status (only applies to auto transactions)
- Customer group information
- Customer level flags
- Other non-business-specific transaction information
Updates made to this information will automatically update the customer record if the "Update Customer Also" box is checked when updating.
Reprint - prints the receipt for the selected transaction View Scan(s) - View scanned documents attached to a transaction Add Scan(s) - Add a scanned document to a selected transaction View Receipt - shows a preview of the receipt for a transaction Recipient - The recipient option allows you to change the mailing information for a specific transaction without affecting the customer group. - This is commonly used when the title information is not the desired recipient of a refund. Such as in the case of leased vehicles.
- When adding recipient information you must add it to the RFC or reversal transaction
Auto Trans - View or edit auto specific transaction information Includes: Registration information (tag type, year, months, number, decal, etc.) Auto Information (VIN, Type, Make/Model, etc.) Title and Purchase Information Fees, AdValorem, STAX Auto specific flags
Updating this information will not automatically update the auto information, changes will only affect the selected transaction
Voucher - If transaction is a voucher or RFC, view detailed breakdown of taxes paid, applied, and credited Audit - Provides a history of all changes made to a record Payment# - View Payment record for a given transaction Add Overpayment - Add overpayment to a transaction if it was not added during payment ReDo - Redo a transaction, creates a reversal in cart and a corrective transaction, used when only a piece of a transaction is incorrect (i.e. did not charge a fee correctly) Refund - Creates a reversal in cart, used when wrong transaction done or a significant change must be made during a correction (i.e. renewed wrong vehicle) Quick Refund - Completely processes a refund without sending to the cart, used when transaction done in error and no corrective action will be taken other than refunding the paid amount
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