Difference between revisions of "Change Investment Premium Method"
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(Created page with "=='''Overview'''== Category:Investments") |
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+ | {{Investment Maintenance}} | ||
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+ | Click the Methods tab: | ||
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+ | [[File:Investment Issuance Method.png]] | ||
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+ | Click the drop down arrow next to the Premium Method field and select the new premium method to be used. Click the Save button on the toolbar. You will now see this message: | ||
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+ | [[File:Transaction Successful.png]] | ||
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+ | Click OK. You will be returned to the Investment Maintenance screen. You can now work with another investment or click Exit to leave the screen. | ||
[[Category:Investments]] | [[Category:Investments]] |
Latest revision as of 16:49, 22 March 2012
From the Investment Maintenance screen, type the number of the investment you wish to work with:
Click Find or press enter. The system will populate the screen with the investment information:
Click the Methods tab:
Click the drop down arrow next to the Premium Method field and select the new premium method to be used. Click the Save button on the toolbar. You will now see this message:
Click OK. You will be returned to the Investment Maintenance screen. You can now work with another investment or click Exit to leave the screen.