Difference between revisions of "Investment Redemption Method Codes"

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(Created page with "=='''Overview of Code Set 0517'''== Category:Investments Category:Name/Address")
 
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=='''Overview of Code Set 0517'''==
 
=='''Overview of Code Set 0517'''==
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{{Codes Maintenance}}
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In this case, you are looking for Code Set 0517 - Investment Redemption Method. Double-click the code set. You will see a screen similar to this one:
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[[File:Investment Redemption Method Code 1.png]]
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To add a new code, click the New button on the toolbar. You will see this screen:
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[[File:Investment Redemption Method Code 2.png]]
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You have the following fields available:
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| '''Code''' || Enter a unique 2 digit numeric code for the new code
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|-
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| '''Active''' || If selected, this code will be active and available for selection in the system
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|-
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| '''Description''' || Enter a unique description for this redemption method
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|-
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| '''Security''' || {{Code Security}}
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|-
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| '''Numeric''' || Enter a unique sort value for this code. This number determines where the new code appears on the drop down list
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|-
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| '''Numeric value 2''' || This field is utilized by DDI staff for the purposes of third party software
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|-
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| '''Category''' || If this code is being configured for a particular [[Investment Category Maintenance|investment category]], type the category code in this field
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|-
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| '''Text value 2''' || This field is utilized by DDI staff for the purposes of third party software
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|}
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When you have entered the information, click OK to add the new code to the list.
  
  

Revision as of 16:21, 26 March 2012

Overview of Code Set 0517

  • From the main menu of DDI-Connect, double-click Name/Address
  • Double-click Setup
  • Double-click Codes Maintenance. You will see this screen:


Codes maint 1.png


Scroll down until you find the code set you are wanting to modify, and double-click that code set.


In this case, you are looking for Code Set 0517 - Investment Redemption Method. Double-click the code set. You will see a screen similar to this one:


Investment Redemption Method Code 1.png


To add a new code, click the New button on the toolbar. You will see this screen:


Investment Redemption Method Code 2.png


You have the following fields available:


Field Description
Code Enter a unique 2 digit numeric code for the new code
Active If selected, this code will be active and available for selection in the system
Description Enter a unique description for this redemption method
Security This function utilizes the DDI-Connect Security codes. For a thorough understanding of how security works within DDI-Connect, we recommend you reference the Security document located here: Security Function Maintenance

To set security on a specific code, you would enter the requirements in this format: !NA/7 or #NA. These are just examples...you can use whatever security function you like in order to restrict access to a code.

Numeric Enter a unique sort value for this code. This number determines where the new code appears on the drop down list
Numeric value 2 This field is utilized by DDI staff for the purposes of third party software
Category If this code is being configured for a particular investment category, type the category code in this field
Text value 2 This field is utilized by DDI staff for the purposes of third party software


When you have entered the information, click OK to add the new code to the list.

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