Difference between revisions of "Investment Status Code"
(Created page with "=='''Overview of Code Set 0530'''== Category:Name/Address Category:Investments") |
|||
| Line 1: | Line 1: | ||
=='''Overview of Code Set 0530'''== | =='''Overview of Code Set 0530'''== | ||
| + | |||
| + | |||
| + | {{Codes Maintenance}} | ||
| + | |||
| + | |||
| + | In this case, you are looking for Code Set 0530 - Investment Status Code. Double-click the code set. You will see a screen similar to this one: | ||
| + | |||
| + | |||
| + | [[File:Investment Status Codes 1.png]] | ||
| + | |||
| + | |||
| + | To add a new code, click the New button on the toolbar. You will see this screen: | ||
| + | |||
| + | |||
| + | [[File:Investment Status Codes 2.png]] | ||
| + | |||
| + | |||
| + | {{Code Security}} | ||
| + | |||
[[Category:Name/Address]] | [[Category:Name/Address]] | ||
[[Category:Investments]] | [[Category:Investments]] | ||
Revision as of 11:22, 9 April 2012
Overview of Code Set 0530
- From the main menu of DDI-Connect, double-click Name/Address
- Double-click Setup
- Double-click Codes Maintenance. You will see this screen:
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 0530 - Investment Status Code. Double-click the code set. You will see a screen similar to this one:
To add a new code, click the New button on the toolbar. You will see this screen:
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.
