Manage Dealer or Insurer Account Transactions
Purpose
Full
or Partial amounts may be held from payment to a Dealer or Insurer using the 
function
Timing
Amounts
must be held prior to the Dealer Payout
Process or Insurer Payout Process being run
Access
Dealer or Insurer Accounts Only
- From within an Account Details Dialog |
| Highlight Transaction |
Process
The below dialog will be presented
Field | Explanation |
Hold Amount | Enter the Amount that is to be Held from payment This may be the full amount, or a partial amount, and should be entered with the same sign as the original transaction |
Reason | Enter a Reason for holding the payment |
Held amounts and reasons can be reported from the Dealer Payout Process and the Insurer Payout Process. The amount held also displays in the 'AmtHeld' column of the Account Transaction Browse results
If the Hold Amount entered is greater than the original transaction amount a message will display.
To release the Held Amount for payment the above process should be followed. On access to the dialog, the previously entered Held Amount will be displayed. This should be changed to 0.00 and the dialog saved.
In the above example, when the payout process has been completed, -$2.77 would display in the 'AmtPaid' column.
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