Cost Centres, Centrix NZ, Options Page
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This page refers to the fields available on the Options tab of the Centrix NZ section of the Cost Centres.

Cost Centres, Centrix NZ, Options

Credit Enquiry Options and Defaults

Enable Credit Enquiry

Tick to enable the Credit Enquiry. If you are using more than one Cost Centre, you can decide not to allow this particular Credit Enquiry to be available to the Cost Centre currently selected.
For example, Cost Centre A might be enabled to use Centrix, but Cost Centre B is not.

Individual and Company

If you would like the "Individual" and/or "Company" type Credit Enquiry to be set as a default, select the appropriate option from the dropdown lists.

Reason and Product

If you would like the "Reason" and/or "Product Type" Consumer Production Enquiry options to be set as defaults, select the appropriate options from the dropdown lists.

Omit Passport details from 'SmartID' if Drivers Licence details are entered?

Untick this option to include Passport details.

Enable Consumer Monitoring

Tick to allow Consumer Monitoring to occur.

Reason and Product Type

If you would like the "Reason" and/or "Product Type" Consumer Monitoring to be set as a default, select the appropriate options from the dropdown lists.

Enable Consumer Defaults?

Tick to enable Consumer Defaults.

Include 'Ownership Tree' for Commercial Beneficial Owners?

Tick to include "Ownership Tree".

Enable Security Enquiry

Tick to allow reporting via the Security Enquiry Add-On.

Access Reason

Select the Access Reason to be used when requesting the Security Report.
These reasons are imported via the Import Button button at the bottom of the page.

Click on the 'Form Open' Form Open button to go to the Information List which can be edited and updated.

This list is defined by the SecEnqCentrixAccessReason Information List.

Include Fuel and Safety data? / Include PPSR Search? / Include Valuation

Tick the appropriate checkboxes to include these options within the resulting report.

Import Wheels 'Reasons for Access' list.

Click the Import Button button to update the "SecEnqCentrixAccessReason" Information List.

This list is defined by the SecEnqCentrixAccessReason Information List.

It is important to note that not all of the above options will be available to tick or set for performing a Credit Enquiry; you must discuss your requirements with Centrix who will advise accordingly.