BOS Training Manual Module 3

Account Conversions are triggered by editing the Account type in the Account Type summary card.
True
False
An unregistered account can be converted to a prepaid account by the customer on the CWP.
True
False
Not all account conversions require a payment.
True
False
An account conversion is listed in the Account History tab as an Account
Conversion
Transfer
Opening
Modification
Refund requests are created from the
History tab.
Transactions tab.
Accounting tab.
Cases tab.
Double click on a payment transaction to
Reverse Payment, Adjust Payment or Re-allocate Payment.
Refund Payment, Re-allocate Payment or Transfer Payment
Reverse Payment or Transfer Payment.
Adjust Payment or Cancel Payment.
If a payment is posted to the wrong account, it needs to be
Adjusted.
Reversed.
Re-allocated.
Transferred.
A metallized windshield attribute can only be set under the Main Menu option
Trips.
Cases.
Pass Management.
Vehicles.
A customer with a metallized windshield needs to call the CSC to have their trips designated as HOV.
True
False
The Account Inactivity Closing Fee is
$3.00
$5.00
$8.00
$10.00
0
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