Difference between revisions of "State Sales Maintenance"
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=='''Overview of IL204'''== | =='''Overview of IL204'''== | ||
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| + | State Sales Maintenance enables you to define which term categories are available in each state and, in turn, which investment types are offered under each term category. The window contains three tables: Registration, Category, and Type. Its bottom portion displays a set of detail fields according to which table is selected above. Notice the header over the detail portion of the screen (“Registration Detail”, etc.) to quickly determine which type of detail is being displayed. For information on configuring Investment Types, please reference this page: [[Investment Type and Rate Maintenance]] | ||
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| + | To set up term categories and investment types, you must have established at least one state in State Sales Maintenance. This procedure description assumes that you are setting up a new state and then adding term categories under that state and investment types under each term category, in succession. You could also be expanding the categories and/or investment types offered under an established state. As long as you select the appropriate table at the top of the interface first, you will be able to use the toolbar buttons above to add/delete/modify the elements desired. | ||
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| + | To access the screen: | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Investments | ||
| + | * Double-click Setup | ||
| + | * Double-click State Sales Maintenance. You will see a screen similar to this one: | ||
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[[Category:Investments]] | [[Category:Investments]] | ||
Revision as of 13:24, 5 March 2012
Overview of IL204
State Sales Maintenance enables you to define which term categories are available in each state and, in turn, which investment types are offered under each term category. The window contains three tables: Registration, Category, and Type. Its bottom portion displays a set of detail fields according to which table is selected above. Notice the header over the detail portion of the screen (“Registration Detail”, etc.) to quickly determine which type of detail is being displayed. For information on configuring Investment Types, please reference this page: Investment Type and Rate Maintenance
To set up term categories and investment types, you must have established at least one state in State Sales Maintenance. This procedure description assumes that you are setting up a new state and then adding term categories under that state and investment types under each term category, in succession. You could also be expanding the categories and/or investment types offered under an established state. As long as you select the appropriate table at the top of the interface first, you will be able to use the toolbar buttons above to add/delete/modify the elements desired.
To access the screen:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Setup
- Double-click State Sales Maintenance. You will see a screen similar to this one:
