Override a deferred amount

Updated 2 years ago by Bethany W.

If the insured turns in a receipt that exceeds the estimated cost of the item, it may be necessary to override the amount that is allowed to the customer.

  1. On the Worksheet tab, enter the ARC amount of the item.
  2. Press Tab. The ARC w/ Tax amount is green because it exceeds the expected RC amount.
  3. Right-click the item.
  4. Select Override Deferred Amount.
  5. Choose from the following options:
    • Pay Min: enters the estimated RC value as the approved ARC amount.
    • Pay Max: enters the total ARC w/Tax as the approved ARC amount.
    • Enter a new approved ARC amount.
  6. Select an Override reason.
  7. Add any notes.
  8. Click Submit.

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