PPSR B2G Update, B2G Update Wizard
|

PPSR B2G, Bulk Update

Do you want to create new Collateral Registrations?

Register new Collateral?

Tick to register new Collateral in the PPSR.

Include Security Statements linked to quotes?

Tick to include Security Statements linked to quotes.

Created

Enter the created date.

If a date is entered then new Collateral Registrations will be restricted to Security Statements dated on or prior to the date entered.

Amend Collateral Registrations?

Tick to include all Collateral Registrations with a registration status Amend.

Check for amended Security Statements?

If Check for amended Security Statements is ticked, then include Collateral Registrations that require amending because the security statement has been amended but the Register Action is blank.

Discharge Collateral Registrations?

Tick to include all discharge collateral registrations.

Closed

Enter the closing date of Accounts to be included.

  • You can discharge Collateral Registrations linked to Accounts Closed on or before the Closed date.
  • A Collateral Registration will be discharged if all Accounts linked to the Security Statement are closed and the Security Statement has no linked Clients.

Renew Collateral Registrations?

Tick to include transactions for expiring Collateral Registrations that are to be Renewed.

Expires

Enter a renew date here.

You can Renew Collateral Registrations that have an Expiry Date on or before the date entered.

SPG

Specify a Secured Party Group to filter by. Leave blank to include all.

Branches

Select specific branches to be included or leave blank for all branches.

You can use F6 to Lookup Branches.