Deleting a Dealer

Last Revised December 23, 2013

Authorized users can delete dealers from the Special Inventory system. Deleted dealer information will still be visible in the Owner Master screen, but users cannot enter payments or make any other changes to that account.

User Entitlements

The following user entitlements are used on this screen. They are part of the Manage SI Owner Info and View Only Major Screens tasks, which are part of most jobs. See Tasks, Entitlements, and Jobs for more information.

SI_ACT8003V: Ability to query on the Owner Master screen

SI_OWNER_MASTER_UPDATE: Ability to make changes/additions to owner/contact information

To do this,

  1. Double-click Owner Master on the Main Menu screen or select Owner Master from the Go To list.  The Owner Master screen will appear.
  2. If you are carrying an account number from another screen it will appear in the Dealer No. field along with the owner information.  If not, then enter a number in the space provided and press F8.  If you would like a different number, highlight the current number and key in the new one, then press F8.

Note: If you do not know the account number, select Account Search in the Go To list. For more information, see Searching for an Account.  Write down or copy the account number, then enter it into the Owner Master screen.

  1. Check the Appraisal District Delete box to place a checkmark there.
  2. Click the Save button on the toolbar.
  3. Re-query the account (press F7, enter the dealer number, press F8) to verify the information.
  4. A note has been entered that states the account has been deleted. (You may need to return to the Main Menu, then come back to the Owner Master screen to see the note.