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            Manage Vehicle Titles and Related Participants in Automotive Cloud

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            Manage Vehicle Titles and Related Participants in Automotive Cloud

            Create titles to establish the legal ownership of vehicles and other assets such as electric vehicle charging stations or shipping containers. A title is unique to a single vehicle record but can be related to multiple accounts, contacts, or users based on the role of the participant. For example, an account can be the owner while another account can be the lienholder for a vehicle title. Multiple vehicles and their related titles can be related to a financial account, such as a loan or a lease.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create asset titles and asset title parties: Use Vehicle and Asset Finance

            Create asset and vehicle records and make sure the asset serial number matches the vehicle identification number.

            1. To create a vehicle title:
              1. From the App Launcher, find and select Asset Titles.
              2. Click New.
              3. For Party, search for and select an Account, a User, or a Contact record.
              4. Enter a title number.
              5. For Effective Start Date, select the date when the title was issued.
              6. For Effective End Date, select the date till when the title is valid.
              7. For Lien Status, specify whether the lien for the vehicle loan or lease is active, released, or requested for release.
              8. For Type, specify the condition of the vehicle or asset, such as clean, clear, salvaged, or rebuilt.
              9. Search for and select a financial account.
                The financial account must be of type Automotive Loan or Automotive Lease.
              10. To view the record on a Financial Account record page, select Active.
              11. For Issue Place, search for and select a Geo State code.
                The admin can set up Geo State codes. For example, TX is the Geo State code for Texas.
              12. For Issue Format, select Paper or Electronic.
              13. Click Save.
                The Name field is autopopulated.
            2. To associate participants to a vehicle title:
              1. On the Asset Title record, go to the Related tab.
              2. Click New on the Asset Title Parties related list.
              3. For Effective Start Date, select the date from when the association is valid.
              4. For Effective End Date, select the date till when the association is valid.
              5. For Party, search for and select an Account, Contact, or a User record.
              6. For Party Role, specify how the party is associated with the title, such as a lienholder or a co-owner.
              7. To view the record on a Financial Account record page, select Active.
              8. For Party Address, search for and select a location.
              9. Click Save.

            In the Finance Console for Automotive app, you can view the vehicles and titles related to a loan or lease on the Vehicles and Assets tab of a Financial Account record.

             
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