Difference between revisions of "Loan Document Codes"
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| − | ==Setting up Loan Document Codes== | + | =='''Setting up Loan Document Codes (NA02 - Code Set 0600)'''== |
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| − | + | [[File:loan doc code add.png]] | |
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| + | {| class="wikitable sortable" | ||
| + | |- | ||
| + | ! Field !! Description | ||
| + | |- | ||
| + | | '''Code''' || Enter up to 12 alphanumeric characters to provide a unique code for this document | ||
| + | |- | ||
| + | | '''Active''' || If checked, this code will be activated and available for selection on the Loan Document setup screen | ||
| + | |- | ||
| + | | '''Security''' || If your organization wishes to restrict the use of this code to just those users having appropriate security, you would do so here. | ||
| + | |||
| + | {{AI Code Security}} | ||
| + | |||
| + | |- | ||
| + | | '''Report Sequence''' || This field is used only for the purposes of IL464: Major Borrower Expiration Notices (a report custom to BCE). This field controls where this code appears on the report output - modify the sequence number to control where the code appears on the report output in relation to other codes | ||
| + | |- | ||
| + | | '''Numeric Value 2''' || This field is only utilized when interfacing with external third party software, and should be left as is | ||
| + | |- | ||
| + | | '''N)ame L)oan I)ns''' || Enter N if the document is related to Name/Address, L if it is a loan document, or I if it is related to insurance | ||
| + | |- | ||
| + | | '''M)ajor''' || Enter an M in this field if the document is related to major borrowers | ||
| + | |} | ||
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[[Category:Loans]] | [[Category:Loans]] | ||
| + | [[Category:Codes]] | ||
Latest revision as of 17:59, 9 April 2013
Setting up Loan Document Codes (NA02 - Code Set 0600)
To set up your loan document codes, do the following:
- From the DDI-Connect main menu, double-click Name/Address
- Double-click Setup
- Double-click Codes Maintenance. You will see this screen:
- Scroll down until you find code set #600 - Loan Document Codes
- Double-click that code set. You will see this screen:
Note: What you see on this screen will depend on what your organization has already established as far as Loan Document Codes. You might see a much shorter or very different list of documents
To add a new document code, click the New button. This screen will launch:
| Field | Description |
|---|---|
| Code | Enter up to 12 alphanumeric characters to provide a unique code for this document |
| Active | If checked, this code will be activated and available for selection on the Loan Document setup screen |
| Security | If your organization wishes to restrict the use of this code to just those users having appropriate security, you would do so here.
This function utilizes the DDI-Connect Security codes. For a thorough understanding of how security works within DDI-Connect, we recommend you reference the Security document located here: Security Function Maintenance
|
| Report Sequence | This field is used only for the purposes of IL464: Major Borrower Expiration Notices (a report custom to BCE). This field controls where this code appears on the report output - modify the sequence number to control where the code appears on the report output in relation to other codes |
| Numeric Value 2 | This field is only utilized when interfacing with external third party software, and should be left as is |
| N)ame L)oan I)ns | Enter N if the document is related to Name/Address, L if it is a loan document, or I if it is related to insurance |
| M)ajor | Enter an M in this field if the document is related to major borrowers |
