Difference between revisions of "Change Investment Type"
Jump to navigation
Jump to search
(Created page with "=='''Overview'''== Category:Investments") |
|||
Line 1: | Line 1: | ||
=='''Overview'''== | =='''Overview'''== | ||
+ | |||
+ | |||
+ | From the [[Investment Maintenance]] screen, enter the investment that you are changing the Type for: | ||
+ | |||
+ | |||
+ | [[File:Invest Change Type 1.png]] | ||
+ | |||
+ | |||
+ | Click Find or press Enter. The screen will now populate with the investment information: | ||
+ | |||
+ | |||
+ | [[File:Invest Change Type 2.png]] | ||
+ | |||
+ | |||
+ | To change the investment type, type the new investment type code in the Inv type field or click the list icon to select from a list of active investment types in the system. You will see a message: | ||
+ | |||
+ | |||
+ | [[File:Invest Change Type 3.png]] | ||
+ | |||
+ | |||
+ | Click OK. Review the information on the screen. If it is correct, click the Save button on the toolbar. You will see this message: | ||
+ | |||
+ | |||
+ | [[File:Transaction Successful.png]] | ||
+ | |||
[[Category:Investments]] | [[Category:Investments]] |
Revision as of 14:23, 22 March 2012
Overview
From the Investment Maintenance screen, enter the investment that you are changing the Type for:
Click Find or press Enter. The screen will now populate with the investment information:
To change the investment type, type the new investment type code in the Inv type field or click the list icon to select from a list of active investment types in the system. You will see a message:
Click OK. Review the information on the screen. If it is correct, click the Save button on the toolbar. You will see this message: