Endowment Transaction Code Tab

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

Title	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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