Difference between revisions of "Change Investment Type"
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(Created page with "=='''Overview'''== Category:Investments") |
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| + | {{Investment Maintenance}} | ||
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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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| + | Click OK to return to the Investment Maintenance screen. You can now modify another investment or click Exit to leave this screen. | ||
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[[Category:Investments]] | [[Category:Investments]] | ||
Latest revision as of 14:54, 22 March 2012
From the Investment Maintenance screen, type the number of the investment you wish to work with:
Click Find or press enter. The system will populate the screen 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:
Click OK to return to the Investment Maintenance screen. You can now modify another investment or click Exit to leave this screen.
