Endorsement
When you select Endorse from the Transactions menu on the Policy form, the Endorsement data entry form appears for you to enter the basic information about the transaction.
Endorsing a Policy
- Open the customer and select the policy line you want to endorse.
- Click Endorse from the toolbar. This opens the Endorsement data entry form for the selected policy.
- Complete the form and click OK. You return to the Policy data entry form for the endorsement transaction. Make changes to the detail as needed.
Endorsement Data Entry Form
| Field | What is this? |
|---|---|
|
Transaction |
Select the type of endorsement you are entering. Policy Change is the default transaction, but can be changed. |
|
Effective Date |
The effective date of the endorsement. |
|
Description |
This field defaults to the endorsement type that is selected in the Transaction field. If necessary change the description that you want to print on the Invoice, Statement, and other forms; as well as appear in the Customer Register and other views throughout AMS360. |
What's Next?
Do you need to enter an Activity or Suspense? See Activity/Suspense for more information.