Texada SRM Technical Reference Manual
Texada SRM Technical Reference Manual

Driver's License Search


Accounts Receivable Menu -> Customer Information -> Additional Info window -> Driver's License -> Driver's License Search

Accounts Receivable Menu -> Customer Payments -> VIEW SCAN button -> Driver's License Search

Counter Menu -> Counter Worksheet / Contracts / Reservations / Convert Reservation to a Contract -> Driver's License Search


A Driver's License can be entered manually or captured by scanning the license card, to be saved in the Driver's License window of Customer Information.
 The license number or scanned image can then be used to identify a customer when a document is entered by entering the number or re-scanning the license in the window on the Customer# field of the document.

For information on driver's licenses scanning options, refer to Driver's License Scanners.

The same driver's license can be assigned to multiple customers, to provide the ability to identify a person doing business with your firm on behalf of a company, and also on behalf of himself.
 When the license is scanned on a document and that scan matches multiple customer records, the Select Customer window is provided to allow the operator to select the correct customer record.
 When a license or scanned license is deleted, it is only removed from the specified customer record, as it still may be valid for other customer records.

The Driver's License becomes a required field on Contracts and Reservations if the Mandatory Driver's License flag has been set in the Divisional Contract Parameters and the customer is not the Blank customer.

Search Results:
 The Driver's License Search utility window opens on the document if multiple licenses have been assigned to the customer, or to capture a new license number.
 The field values include the province or state, the license number, name, address, phone number, and date of birth.

License numbers can be added in the "Additional Information" window of the Customer Information and are also saved when added for customers in counter documents.

Existing records in the list can be resorted by any column in ascending or descending order, by clicking in the column heading.
 Columns can also be dragged and dropped to reposition them as required.

To select a value from the displayed list, double-click on the appropriate record, or highlight the record and click the SELECT button.

Add a New License:
 The operator can click on the ADD button and add a new license # with related personal information, to be stored in this customer's file.
 If the customer's province or state has a mask defined in Driver's License Masks, then the dashes do not have to be entered but the sequence of letters and numbers must match the mask for the province/state.
 If the province or state code is not listed in this file, no check is made on the license format.

ID Scan:
 When the ID scan image processing has been activated in the Divisional Contract Parameters, and a scanned image of the driver's license has been generated for the customer and stored in the Driver's License file, click on the VIEW SCAN button to view the picture ID.

Note: The feature to prompt for the Driver's license information to be entered either manually or using a scanner for Cash Customers, can be activated in the Divisional Contract Parameters.

ACTIONS:
 Additional actions provided by buttons on the Driver's License Search screen include:

View Driver's License Image:
 The VIEW SCAN button is only enabled when the ID scan image processing has been activated in the Divisional Contract Parameters, and a scanned image of the driver's license has been generated, as outlined in Driver's License Scan.

To view the associated license image, highlight the record and click the VIEW SCAN button.


Topic Keyword: ARDFSEL