Levy View is used to find single or multiple levy entries based on customizable criteria. Levy View is a read-only version of Levy Search. Here levies can be searched for and found, but not modified. This feature is useful to give some personnel the ability to see levy activity, but not the ability to change the levies.
Step 1 - Search
Required:
| 1. | Specify at least one search option - General, Customer, Date Range, Status - and enter the appropriate data on which to search. |
| 2. | Click Search to populate the list box with letters that meet the search criteria. |
Note: Search criteria uses AND logic, that is, all fields specified must evaluate to TRUE for results to display
Optional:
General:
| • | Levy Number - Specify the unique levy number assigned by Levenger to this levy. |
| • | Case Number - Specify the case number assigned by the levying body. |
| • | Levy Type - Limit the search to a certain type of levy. |
| • | Region - Limit the search to a particular region. |
| • | Operator - Limit the search to the operator that the levy was Entered by or Assigned to |
| • | Amount (Low/High) - Specify the arithmetic logic ( Less than, Equal to, Greater than, Between ) and the appropriate value(s). |
Customer/Defendant
| • | Name - Either enter the exact name or a partial name |
| • | Tax ID - Enter the Tax ID or SSN in exactly the same format as when it was originally entered into Levenger. |
| • | Account# - Enter a full or partial account number. |
| • | Amount Held (Low Held/High Held) - Specify the arithmetic logic ( Less than, Equal to, Greater than, Between ) and the appropriate value(s). |
Date range
| • | Date (From/To) - Specify the date type ( Entered, Received, Paid, Returned ) and the appropriate dates. |
Status
| • | Status - Specify the appropriate levy status - All, Pending, Paid, Returned. |
| • | Levying Body - Enter a partial levying body name. |
| • | Notes - search the notes field of each levy for matching words or phrases. |
If the returned results do not match expected results, click Reset to clear the search entries and search again.
Optional:
| • | Screen Print - this button is benign in Levy View. |
| • | View/Edit - Click to view a levy, but editing is not allowed from Levy View. |
| • | Close - to return to the Levy Task search screen. |
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