Difference between revisions of "Change Investment Type"
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(Created page with "=='''Overview'''== Category:Investments") |
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=='''Overview'''== | =='''Overview'''== | ||
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| + | From the [[Investment Maintenance]] screen, enter the investment that you are changing the Type for: | ||
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| + | [[File:Invest Change Type 1.png]] | ||
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| + | Click Find or press Enter. The screen will now populate with the investment information: | ||
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| + | [[File:Invest Change Type 2.png]] | ||
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| + | To change the investment type, type the new investment type code in the Inv type field or click the list icon to select from a list of active investment types in the system. You will see a message: | ||
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| + | [[File:Invest Change Type 3.png]] | ||
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| + | Click OK. Review the information on the screen. If it is correct, click the Save button on the toolbar. You will see this message: | ||
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| + | [[File:Transaction Successful.png]] | ||
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[[Category:Investments]] | [[Category:Investments]] | ||
Revision as of 14:23, 22 March 2012
Overview
From the Investment Maintenance screen, enter the investment that you are changing the Type for:
Click Find or press Enter. The screen will now populate with the investment information:
To change the investment type, type the new investment type code in the Inv type field or click the list icon to select from a list of active investment types in the system. You will see a message:
Click OK. Review the information on the screen. If it is correct, click the Save button on the toolbar. You will see this message:
