Total Legal Accounting 3


 

SECTION 7.2.1.5.3 - MODIFY AN INVESTOR TYPE

 

USAGE: Modify the details of an existing Investor Type. This option is only used for changing the static information such as the description or withholding rate.

 

DISCUSSION: When you start the Modify program, the computer will initially ask for a code. Insert the code and press <Enter>.

 

To return to the INVESTOR TYPES MENU, press <ESC>.

 

To search for an Investor Type, press <F9>. For further details on alphabetic searches, see SECTION 1.2.

 

Having entered a valid code, the computer will display the current information pertaining to that Investor Type. You can modify any of the fields that are surrounded by brackets. Also, you have the following options available via the function keys:

 

<F1>                  This will cause T.L.A. attempt to read the previous Investor Type record. If there is one, it will be displayed. T.L.A. will move to the previous record without saving any changes you might have made.

 

<F2>                  This will cause T.L.A. attempt to read the next Investor Type record. If there is one, it will be displayed. T.L.A. will move to the next record without saving any changes you might have made.

 

<F10>      will complete your entry, after checking for any inconsistencies and confirming your request. Your changes will be saved to disk, over-writing any previously stored information.

 

<ESC>      will return you to Investor Type code entry routine without updating the Investor Types master-file.

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