Difference between revisions of "Registering State Sales"
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Click the "All" checkbox to select all states, and click OK. You will see this popup: | Click the "All" checkbox to select all states, and click OK. You will see this popup: | ||
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| + | [[File:Auto Registration 3.png]] | ||
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| + | Click OK. The investment type is now registered in all states. You can verify this by going to State Sales Maintenance and locating the category that the new investment is part of. If you click the category, you'll see the type(s) to the right: | ||
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Revision as of 19:50, 20 February 2012
When you add a new type of investment, you have to register in the states that you are authorized to sell those investments in.
Once you have added the new type, you can register it. For information on how to add a new investment type, reference this page: Investment Type and Rate Maintenance
There are two ways to do the state registration:
Authorized to Sell in All States
If you are authorized to sell this investment type in all states, you can use the Auto registration process. Once you have set up the investment type, you will click the Auto icon on the toolbar:
When you click the Auto button, this popup will appear:
Click the "All" checkbox to select all states, and click OK. You will see this popup:
Click OK. The investment type is now registered in all states. You can verify this by going to State Sales Maintenance and locating the category that the new investment is part of. If you click the category, you'll see the type(s) to the right:
