Difference between revisions of "Investment Issuance Method Codes"
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! '''Field''' !! '''Description''' | ! '''Field''' !! '''Description''' | ||
|- | |- | ||
| − | | '''Code''' || | + | | '''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''' || {{Code Security}} |
|- | |- | ||
| − | | | + | | '''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. | ||
[[Category:Investments]] | [[Category:Investments]] | ||
| − | [[Category: | + | [[Category:Codes]] |
Latest revision as of 14:46, 6 June 2012
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.
