Override

The Override option is generally used to change commission rates and policy information (such as effective and expiration dates) to the previous year's policy. Changes made through Override apply only to the current transaction; they do not affect other transactions or the policy billing screen.

1. The Override option is accessed through the Add a Transaction (General, Installment, or Custom Installment) workflow. In order to enable override, you must first select a Tran code and enter an Amount.
2. Click Options > Override.
3. Make any necessary changes on the Override Policy Information screen, and click OK to save changes and return to the Enter Transactions screen. In the Line Item Information box, Ovr displays in red to indicate that an override was made on the transaction.