Reassign Inventory
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This process enables you to reassign inventory to different agents and agencies within your BARS account. With this tool you can move inventory (unwritten bonds/powers) from one agent/agency combination to another agent/agency combination; from one agent to another agent in the same agency; from one agency to another agency with the same agent. User’s must have Accounting clearance to view this information.

The reassignment process is comprised of the following steps:

  • Step 1 - Click Reassign Inventory on the Bond Search page.
  • Step 2 - Select the source & target agents/agencies and the bond limit.
  • Step 3 - Select the inventory.
  • Step 4 - Confirm selections.

Reports - Reports associated with this are shown in the Override and Other section of the Management Report window. They include:

Bonds Reassigned to an Agent - This will list all of the bonds/powers that have been reassigned to the selected agent. To run the report, select an agent and a date range and click SUBMIT.

Agent Execution - This will generate the Agent Override Report. It will list the bonds, both written and voided, for the selected agent on the execution report prepared on the selected date. The override will be calculated using the Agent's override percentage. If the agent doesn't have an override the agency override will be used.

To run the report, select an agent and date and then click SUBMIT.

Agent (Overrides) for a Period - This report will list the bonds/powers written by the selected agent during the period. The bonds will be sorted by date written. To run the report select an agent, enter a beginning and end date in the boxes below and click SUBMIT.

Agency Execution - This will generate the Agency Override Report. It will list the bonds, both written and voided, for the selected agency on the Execution Report prepared on the selected date. The override will be calculated using the agent's override percentage. If the agent doesn't have an override the agency override will be used.

To run the report, select an agency and an Execution Report date and then click SUBMIT.

Agency Overrides for a Period - This will generate the Agency Override Report. It will list the bonds, both written and voided, for the selected agency on the Execution Report prepared on the selected date. The override will be calculated using the agent's override percentage. If the agent doesn't have an override the agency override will be used.

To run the report, select an agency and an Execution Report date and then click SUBMIT.

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