Field Name | Field Description |
---|---|
Show This Code for Location | Select this check box to enable the code for the selected location. |
Account 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 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.
|
Field Name | Field Description |
---|---|
Person / Business | Indicate whether you are entering a person business name. |
Title | Select the appropriate title from the drop-down list. |
First & Middle | Type the first and middle name of the individual. |
Last | Type the last name of the individual. |
Suffix | If necessary, select the appropriate name suffix from the list (e.g., Jr.). |
Business | Type the name of the business. |
Type the e-mail address for the party. Click ![]() |
|
Comment | Type notes or comments related to the record. Click ![]() ![]() |
Field Name | Field Description |
---|---|
Draw Down Fee Code | From the drop-down list, select the fee code to be associated with this draw down account. |
Minimum Balance Allowed | If a minimum balance should be be maintained for the draw-down account, enter that amount here. |
Threshold Warning | Select this check box if you want to display a warning when the account is approaching the minimum balance allowed. |
Warning Balance | If you selected the Threshold Warning check box, use this field to enter the balance at which to display the warning. |
Annual Subscription Fee | Type the annual subscription fee amount. |
Auto Deduct Draw Down Account | Select this check box to indicate the subscription fees should be automatically deducted from the draw down account. |
From Expiration Date | Select this check box to indicate the annual expiration date should be calculated based on the expiration date. |
From Current Date | Select this check box to indicate the annual expiration date should be calculated based on the current date. |
Comment | Type any additional comments related to this draw down account. |