Managing Charges

Last Revised July 31, 2019

Authorized users can add, change, or delete charges (fines and penalties) on the Charge tab of the Owner Master screen.

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_UPDATE_CHARGES: Update charges on the Charge tab

SI_DELETE_CHARGES: Delete charges on the Charge tab

SI_ADD_CHARGES: Add charges on the Charge tab

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. Click the Charge tab.
  2. Add, delete or change charges as necessary. A Charge amount must be entered.
  3. Click the Save button on the toolbar.