Status/Other Info |
The Status/Other Info tab provides more information about a special fee, including status, whether an exception exists, and credits applied.
If you have an interface that loads external files from your state's Department of Motor Vehicles (DMV) into the application, the interface may create special fee – detail transactions with a PENDING status for each renewal and may create and assign a data batch to manage the transactions received.
If the fee amounts entered do not match the fee amounts calculated by the application, the fee is identified as having an exception. You can use the filter to display only those records with an exception. Fleet personnel can then clear the exceptions. Once all exceptions are cleared for the data batch, fleet personnel may process a payment batch.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on special fee ID, equipment ID, special fee type, and status, among other values.
The field in the top section of this tab defines the data that displays.
Special fee unique ID
Automatically populated when a new record is inserted. Display only.
Data in the fields on the bottom section of this tab provide more information about the special fee, including status, batch IDs, and whether it is associated with an exception. Unless otherwise indicated, these fields are required.
Status
Status of the fee. This field has a list box.
You may not set the status to COMPLETE under the following circumstances:
There is a check in the Pending fee has exception field.
The fee does not have a valid, active equipment ID assigned.
Once the status is either CANCELED or COMPLETE, the record may not be changed. (For more information, refer to the list of fields that cannot be changed on CANCELED or COMPLETE items.)
Statuses for special fee are defined on the Data -> Equipment Activity -> Special Fees -> Setup -> Statuses screen.
Data batch ID
Identifier of the data batch. This field has a list box. This field is optional.
Data batches for special fees are recorded on the Data -> Equipment Activity -> Special Fees -> Fee Batches screen.
Payment batch ID
Identifier of the payment batch. This field has a list box. This field is optional.
Payment batches for special fees are recorded on the Data -> Equipment Activity -> Special Fees -> Fee Batches screen.
Overall exception reason ID
Identifier of the exception reason. This field has a list box. Optional, but must be an active exception reason if selected.
Exception reasons for special fees are defined on the Data -> Equipment Activity -> Special Fees -> Setup -> Exception Reasons screen.
Pending fee has exception
If this field has a check, there is an exception associated with the fee. This field is populated only when the Exception reason ID field on the Basic Info tab is populated.
Note: On the Basic Info tab, if the amount entered is different from the calculated amount and there is a default reason ID in the Exception reason ID field, this checkbox is enabled.
Exception cleared comment
Text field in which you can enter a comment regarding the exception. This field is optional.
Comment
Open text field to enter a comment.
The Credits applied screen group data table identifies the credit associated with the fee.
Delete: To delete the entries in the fields to the right, place a check in this field and click Save.
Fee credit ID: Identifier of the credit. This field has a list box of all vendor IDs for which there is an unused credit amount. This field is optional. Amounts and attributes for credits for special fees are recorded on the Data -> Equipment Activity -> Special Fees -> Fee Credits screen.
Amount applied: Credit amount applied. Cannot be a negative amount. Cannot be greater than the unused credit amount. This field is optional.