Difference between revisions of "Transaction ID Codes"

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(Created page with "=='''Overview of Code Set 0402'''== Category:Name/Address Category:Investments Category:Loans Category:Connect FR")
 
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=='''Overview of Code Set 0402'''==
 
=='''Overview of Code Set 0402'''==
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{{Codes Maintenance}}
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In this case, you are looking for Code Set 0402 - Transaction Ids. Double-click the code set. You will see a screen similar to this one:
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[[File:Transaction ID Codes 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:Transaction ID Codes 2.png]]
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{{Code Setup}}
  
  

Revision as of 17:24, 5 April 2012

Overview of Code Set 0402

  • 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 0402 - Transaction Ids. Double-click the code set. You will see a screen similar to this one:


Transaction ID Codes 1.png


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


Transaction ID Codes 2.png


Field Description
Code Enter a short alphanumeric code
Active If checked, this code will be active and available for selection
Description Enter a description for this code
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 value 1 This field is utilized by third party external software and should only be modified by DDI staff
Numeric value 2 This field is utilized by third party external software and should only be modified by DDI staff
Text value 1 This field is utilized by third party external software and should only be modified by DDI staff
Text value 2 This field is utilized by third party external software and should only be modified by DDI staff

When you have finished entering the information for each field, click OK to save your changes and add the new code to the list.