Investment Issuance Method Codes

Overview of Code Set 0516

• 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, the code set you are looking for is Code Set 0516 - Investment Issuance Method. 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:

You have these fields available:

Field	Description
Code	Enter a unique two digit numeric code for this issuance method
Active	If checked, the code is active and available for selection within the system
Description	Enter a brief, unique 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	This field is utilized by DDI staff for the purposes of third party software
Numeric value 2	This field is utilized by DDI staff for the purposes of third party software
Reprint (Y/N)	This is an optional field. If you wish to restrict the ability to reprint investments with this issuance method, you can type a Y or an N in this field. Leaving it blank indicates that there is no requirement
Text value 2	This field is utilized by DDI staff for the purposes of third party software

When you have finished entering the information, click OK to add the code to the list.