The Account Type maintenance document is used to establish and maintain numeric codes and textual description values which are stored in database tables. This data serves as reference information that is made available for display and selection in various areas of the system, including other e-docs. Account Type codes are used by institutions to enter award information.
Figure 950 Account Type Maintenance Document Example Layout
The Edit Account Type section of the Account Type maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.
Table 620 Account Type Maintenance Document - Edit Account Type Section Field Descriptions
Field |
Description |
Account Type Code |
Enter a numeric value to uniquely identify the Account Type in the system. |
Description |
Enter a textual name for the Account Type as it is
commonly referred to. Click the add note |
Figure 951 Account Type Maintenance Document Example Values
This maintenance document includes the following features that are common to most KC maintenance documents:
Table 621 Links to Common Maintenance Document Component Instructions
Common Maintenance E-Doc Component |
Cross-Reference Links To Usage Instructions |
Document Header |
|
Document Overview Section |
|
Notes and Attachments Section |
|
Ad Hoc Recipients Section |
|
Route Log Section |
|
Action Buttons |
|
|
For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” on page 129 in the Overview section. |