Difference between revisions of "Source Codes"
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=='''Overview of FW Code Set 0008'''== | =='''Overview of FW Code Set 0008'''== | ||
+ | |||
+ | {{FW Codes Maintenance}} | ||
+ | |||
+ | |||
+ | In this case, you are looking for code set 0008 - Source Codes. Double-click the code set. You will see a screen similar to this one: | ||
+ | |||
+ | |||
+ | [[File:FW Source Codes 1.png]] | ||
+ | |||
+ | |||
+ | To add a new code, click the New button on the toolbar. You will see this screen: | ||
+ | |||
+ | |||
+ | [[File:FW Source Codes 2.png]] | ||
+ | |||
+ | |||
+ | The following fields are available on this screen: | ||
+ | |||
+ | |||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! '''Field''' !! '''Description''' | ||
+ | |- | ||
+ | | '''Code''' || Enter a short alpha code | ||
+ | |- | ||
+ | | '''Description''' || Enter a brief description of the code | ||
+ | |- | ||
+ | | '''Numeric value 1''' || 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 | ||
+ | |- | ||
+ | | '''Module''' || This field tells the system which modules will be the source of this particular code. For example, FW = FundWriter, IL = Investments/Loans, DN = Donations. For FundWriter and Connect FR, you will have to enter both the module (FW or FR) followed by a / and then the sub module. For example, FW/FW is module FundWriter, sub module FundWriter. FR/DN is Connect-FR, sub module Donations | ||
+ | |- | ||
+ | | '''FWGLTRAN source''' || This field is used for transaction source codes that are longer than 3 characters. For example, you might see FRDG here | ||
+ | |- | ||
+ | | '''Parent Code''' || This field is no longer used and cannot be modified | ||
+ | |} | ||
+ | |||
+ | |||
+ | When you have finished entering the information, click OK to add the new code. | ||
[[Category:FundWriter Codes]] | [[Category:FundWriter Codes]] |
Latest revision as of 22:00, 18 June 2012
Overview of FW Code Set 0008
- From the DDI Connect main menu, double-click FundWriter
- Double-click FundWriter Setup
- Double-click Codes Maintenance. You will see this screen:
Scroll down until you find the code set that you wish to modify.
In this case, you are looking for code set 0008 - Source Codes. 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:
The following fields are available on this screen:
Field | Description |
---|---|
Code | Enter a short alpha code |
Description | Enter a brief description of the code |
Numeric value 1 | 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 |
Module | This field tells the system which modules will be the source of this particular code. For example, FW = FundWriter, IL = Investments/Loans, DN = Donations. For FundWriter and Connect FR, you will have to enter both the module (FW or FR) followed by a / and then the sub module. For example, FW/FW is module FundWriter, sub module FundWriter. FR/DN is Connect-FR, sub module Donations |
FWGLTRAN source | This field is used for transaction source codes that are longer than 3 characters. For example, you might see FRDG here |
Parent Code | This field is no longer used and cannot be modified |
When you have finished entering the information, click OK to add the new code.