Business Unit Setup - Branch

The Branch business unit offers a higher level of delineation of Income and Expense accounts than available in the typical Division/Department scheme. An example of an operation using branch business units is diagrammed in the PDF document below:

Division/Branch/Department/Group Example

Branch is not a required business unit level and AMS360 ships with the Business Unit check box in Agency Setup defaulted as cleared. Vertafore recommends that activating this level be done after careful consideration of your agency's needs.

To create a new, or edit an existing branch in the Branch section:

Click New (or Edit) on the Branch section bar, and then enter the following information. Branches must be assigned to at least one division in the Business Unit Setup form. When finished, click Add (or Update).

The updated information appears in the associated grid. To add multiple entries, repeat this procedure. this be changed.

Name, Short Name

Type a Name and a Short Name for the branch. This name appears in lists throughout AMS360.

When Branch is first enabled in Business Unit Setup, a default branch is created showing the Division Name and Division Code. It is recommended these be changed.

Inactive

Select the Inactive check box if this branch is no longer active in your agency. An inactive branch name no longer appears in lists throughout AMS360. This check box is cleared by default.

Use Agency Name

For each branch you have the option to use the Agency Name or to type a unique Branch Name.

To use the agency name for this branch, select the Use Agency Name check box. The name field is disabled.
To enter a unique branch name, clear the Use Agency Name check box, and type a branch name into the Name field.

Use Agency Address

For each branch you have the option to use the Agency Address/Phone Numbers and Email or to enter unique ones for the branch.

To use the agency address/phone numbers and email for the branch, select the Use Agency Address check box. The address/phone number and email are disabled.
To enter unique branch address/phone numbers and email, clear the Use Agency Address check box, and then type unique ones into the Address/Phone Numbers and Email fields.

Form Letters/Schedules Logo

From the list, select the logo you would like to print with form letters and schedules associated with this branch. If you would like to add a new logo or edit an existing one, click Logo Setup to launch the Logo Setup form.

Invoice/Customer Statement - Branch Forms Customization

This section of Business Unit Setup further defines the formatting of invoices and statements by branch.

Same as Agency	When the Same as Agency check box is selected, it means that the Invoice/Customer Statement Default Settings are the same as defined in the Name, Address and Phone Numbers section, Invoice/Customer Statement - Agency Forms Customization sub-section, Invoice Default Settings group. Clear the check box if different settings are required for this division.
Above Perforation	You may print either a name and address or a Logo on invoices, but not both. The following options are tri-state radio buttons. Make sure to set these options to off (no options selected) when using the paper selection, Pre-Printed Forms. Print Address: Select this option if you want AMS360 to print the division name & address on the invoices. Print Logo: Select this option to print a logo, created in Logo Setup, on invoices. Select the Logo. If the logo is not yet created, click Logo Setup to define and save the image. Then, select the Logo. Paper selection options are set at the agency level. See the Name, Address and Phone Numbers section, Invoice/Customer Statement - Agency Forms Customization sub- section.
Print Address on Footer	This option is selected by default, which means the division name & address prints in an area on the bottom left-hand side of the invoice. This helps the client identify the source of the invoice after they return the top portion with payment.
Show Future Installments	If the policies included on the invoice were billed on AMS360 with an installment plan, any remaining future installments print in the box above the footer. This check box defaults as selected. Clear the check box if you prefer that future installments not print on invoices.
Color Settings	Allows you to select a color for the header background and text, if printing on a color printer. The Header Background includes all shaded areas of the invoice form. The Header Text refers to the text within the header background areas. The default header background color is silver and the default header text is black. When using Pre-Printed Forms, color settings apply when Viewing and E-Mailing invoices. These settings are ignored when Printing the invoice. Paper selection options are set at the agency level. See the Name, Address and Phone Numbers section, Invoice/Customer Statement - Agency Forms Customization sub- section.

What's Next?

Do you want to enter additional information in the Business Unit Setup form? See Business Unit Setup for more information.