Actions |
The Actions tab enables you to manage special fee batches for payment and set the status on multiple records simultaneously.
The field in the top section of this tab defines the data that displays.
Special fee batch ID
Identifier of the special fee batch currently selected in the grid or that you are defining. This field has a list box. If the batch ID already exists, the description displays to the right of the ID. This field is required.
The fields in the bottom section of the tab enable you to specify the action to take regarding special fee batches.
You can change the status of multiple special fees simultaneously and also finalize payment batches. Both fields are optional, but all values within a field must be provided if the option is chosen.
EXAMPLE: Process a mass cancellation of fees for retired vehicles included in a data batch.
Establish a CANCELED status that indicates that the fee record will not be included in the payment to the state DMV.
Filter on the data batch ID.
In update mode, enter the From status (the PENDING status that was established to be the default status for these items), the To status (the CANCELED status), select DATA BATCH, and enter the appropriate data in the Category Description field on the Data -> Equipment Units -> Setup -> Life Cycle Status Codes screen. The application finds all fee records in the filtered data batch that meet all the criteria and then processes the status change.
EXAMPLE: Finalize payment batches.
As fleet personnel process records that have exceptions, they change the status of the individual fee record to reflect the current stage of the investigation process.
Once all the fee records have been reviewed, resolved, and set to the appropriate status, filter on the payment batch ID.
In update mode, enter the From status (i.e., PENDING, to indicate that the fee is ready to be paid), the To status (i.e., COMPLETE, to indicate that payment has been made), select PAYMENT BATCH, and leave the Category Description field on the Data -> Equipment Units -> Setup -> Life Cycle Status Codes screen blank.
Enter other updates to the batch, such as attributes for the payment, as applicable.
The application pays all fee records in the filtered payment batch.
Change payment batch to _____ for fees with no exception in this data batch
Records that have no exception items do not need to be reviewed in detail before they are assigned to a payment batch. Use this field to set the payment batch ID on all fee records that have a PENDING status and no exceptions. This field has a list box.
Change status from _____ to _____ for fees in this [DATA BATCH/PAYMENT BATCH] where the equipment life cycle category description is _____
Use this field to change the status of all fees in a batch. Used in conjunction with the Category description field on the Data -> Equipment Units -> Setup -> Life Cycle Status Codes screen.
Note: You cannot change the status from CANCELED to PENDING; CANCELED to COMPLETE; COMPLETE to PENDING; or COMPLETE to CANCELED.