Registry Account Type Code Fields
Complete the following fields to maintain registry account type codes.
Code and Description
| Field Name | Field Description |
|---|---|
| Show This Code for Location | Select this check box to enable the code for the selected location. |
| Code | The code word you previously entered is displayed here, but you can enter a different code if needed. If you enter a code
word that has already been assigned to another code, a warning message is displayed as codes must be unique.
Code words can contain numbers and uppercase or lowercase letters. You can also include periods, dashes, underscores, or parentheses.
The word ALL cannot be included in the code word, regardless of case.
|
| Description | Type a description for the code. |
Effective Information
| Field Name | Field Description |
|---|---|
| Mappings (ALT+M) | If mapping is available for the code, click this link to map codes in Odyssey to state-specific codes. |
| Effective Date | If the code should not become available until a later date, enter that date in this field. |
| Obsolete Date | If the code ever becomes obsolete (meaning it is no longer used) or will become obsolete at some point in the future, enter
an obsolete date.
The code is considered to be inactive when it reaches the obsolete date and remains obsolete until the date is removed or
changed to a future date. When a code is made obsolete, it is no longer accessible to the users and cannot be selected.
|
Location Registry Account Type Behavior
| Field Name | Field Description |
|---|---|
| Financial Category | From the drop-down list, select the financial trust category in which this registry account type belongs. |
| Track Investments | Select this check box to track investments on the registry account type. |
| Require Expected Final Disbursement Date | Select this check box to require a final disbursement date on transactions using this registry account type. |
| Require Account Name | Select this check box to require an account name on transactions using this registry account type. |
Fee Category
The table at the bottom half of the Add/Modify Registry Account Types dialog box allows you to add fees and fee rules for the registry account type. This table displays the fee category, available
fees, and how the fees are calculated. Click 
or an existing fee to maintain the fee detail.
or an existing fee to maintain the fee detail.