The Endowment Transaction Code tab identifies specific Etran codes (if any) to be used as selection criteria when calculating fees.
This tab is available
for your use only if the Fee Type value is 'T' (transactions)
in the Fee Method tab.
If the Select
by Endowment Transaction Code box is checked in the Fee
Method tab, the Endowment Transaction Code tab must
contain at least one Etran
code for which the Include box is checked.
Endowment Transaction Code tab definition
Description | |
Endowment Transaction Code |
Required if Etran code is to be used as a criterion when calculating fees; otherwise, not used. Specifies an Etran code to be used. |
Endowment Transaction Code Description |
The description of, or name for, this endowment transaction code. |
Include |
Indicates whether this Etran code is to be used as a basis for fee calculation. Uncheck the box to discontinue using this Etran code for the fee calculations for this fee method. |
After entering information for an Etran code, click .
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