Memo Code Setup
Overview of Code Set 0017
- 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.
For Memo Codes, you will want to modify code set #0017 - Memo Codes. You will see a screen like this:
NOTE: What you see here will depend entirely on what your organization has already set up for memo codes.
Click the New button on the toolbar. This launches the Code List Properties screen for Memo Codes:
| Field | Description |
|---|---|
| Code | Enter a short alphanumeric code |
| Active | If selected, this code will be active and available for selection |
| Description | Enter a short description for the 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 |
| Type (T/D/A) | You can tell the system that this is a Text, Date or Amount memo type. If you select D or A, the Value field becomes enabled during memo entry, and users can enter a date or amount in that field, in addition to the memo text |
| Text Value 2 | This field is utilized by third party external software and should only be modified by DDI staff |
Once you have completed all of the fields, click OK to add the memo code to the list. You can now add additional memo codes or click either the Master List or Exit icons.
