Difference between revisions of "Portfolio Computation Method Codes"
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− | [[Category: | + | '''NOTE: This code set should only be modified by or as directed by DDI staff.''' |
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+ | {{Codes Maintenance}} | ||
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+ | In this case, you are looking for Code Set 0810 - Portfolio Computation Method Codes. Double-click the code set. You will see a screen similar to this one: | ||
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+ | [[File:Portfolio Computation Method 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:Portfolio Computation Method Codes 2.png]] | ||
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+ | {{Code Setup}} | ||
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+ | [[Category:Codes]] | ||
[[Category:Portfolios]] | [[Category:Portfolios]] |
Latest revision as of 16:10, 6 June 2012
Overview of Code Set 0810
NOTE: This code set should only be modified by or as directed by DDI staff.
- 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 0810 - Portfolio Computation Method 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:
Field | Description |
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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.