Difference between revisions of "IL211 Investment Maturity Notices"
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(Created page with "=='''Overview of IL211'''== Category:Investments Reports") |
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=='''Overview of IL211'''== | =='''Overview of IL211'''== | ||
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| + | The Investment Maturity Notices report generates notices to send to your investors, notifying them of a maturing investment. The notice provides options that the investor has for either redeeming or reinvesting the investment. This report is typically configured to run as part of your organization's periodic job processing, and is generally set to run 60 days prior to investment maturity, allowing investors time to decide on their course of action. To generate the report: | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Investments | ||
| + | * Double-click Reports | ||
| + | * Double-click 211 Investment Maturity Notices. The parameters screen will launch: | ||
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| + | [[File:IL211.png]] | ||
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| + | You have these options: | ||
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| + | {| class="wikitable" | ||
| + | |- | ||
| + | ! '''Field''' !! '''Description''' | ||
| + | |- | ||
| + | | '''Start date''' || Example | ||
| + | |- | ||
| + | | '''End date''' || Example | ||
| + | |- | ||
| + | | '''Investment''' || Example | ||
| + | |- | ||
| + | | '''Create notices''' || Example | ||
| + | |} | ||
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[[Category:Investments Reports]] | [[Category:Investments Reports]] | ||
Revision as of 20:11, 8 March 2012
Overview of IL211
The Investment Maturity Notices report generates notices to send to your investors, notifying them of a maturing investment. The notice provides options that the investor has for either redeeming or reinvesting the investment. This report is typically configured to run as part of your organization's periodic job processing, and is generally set to run 60 days prior to investment maturity, allowing investors time to decide on their course of action. To generate the report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Reports
- Double-click 211 Investment Maturity Notices. The parameters screen will launch:
You have these options:
| Field | Description |
|---|---|
| Start date | Example |
| End date | Example |
| Investment | Example |
| Create notices | Example |
