This page (revision-8) was last changed on 26-Nov-2021 10:22 by RForbes

This page was created on 26-Nov-2021 10:22 by JEscott

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UBBD
UBBD

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At line 56 added 11 lines
!Step 3 - Define Interface Format in [IDIF]
If not already defined in the Interface Formats Definition ([IDIF]) screen, load the standard interface file format using the starter_idif_hl$bonds.sql script. Modify the standard BONDS file requirements using the [IDIF] function. Rename the code from [HL$BONDS] to a user-defined code.
!Step 4 - Modify Employee Contacts in [IECT]
If the bond is owned by an employee contact then this should be indicated on [IECT]. This is done by selecting Bond Owner as the Contact Type. The contact may be an owner, co-owner, etc. and this is indicated on [IBRA] or [IBRP] by the Bond Participation field.
The set up is now complete and the UBBD may now be run to process all of the Canadian Savings Bonds plans and produce the flat file to be remitted.
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!!Report Parameters & Filters
This page (revision-8) was last changed on 26-Nov-2021 10:22 by RForbesTop