Draw-Down Account Code Detail Tab Fields
The Detail tab on Draw-Down Account codes allows you to enter and maintain the basic information on the account when adding draw-down
accounts. Complete the following fields on the draw-down account Detail tab.
System-Wide Code and Description
| 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 is not available until a specific date, enter the date that the code becomes available. |
| Obsolete Date | If the code 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.
|
Primary Contacts
| 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 | Select the appropriate name suffix from the list (for example, Jr.), if necessary. |
| Business | Type the name of the business. |
Type the e-mail address for the party. Click  to send an e-mail to the party.
|
|
| Comment | If you want to leave comments, type them in the space provided. When you finish typing, click  to check your spelling. If you need additional space to type your comments, click  .
|
Address
Complete the appropriate address fields.
Odyssey Account Members
Parties associated with a draw-down account are entered as account members. Click 
in the Odyssey Account Members select an existing record to maintain account members.
in the Odyssey Account Members select an existing record to maintain account members.
Public Access
The Public Access section displays the draw down account information that is displayed in Public Access.
Account Information
| 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. |
Subscription Information
Click or select an existing subscription to maintain subscription information.
or select an existing subscription to maintain subscription information.