TC> Maintenance> Purpose Tables Maintenance

Purpose Tables Maintenance

 

Summary

 

The Purpose Table Maintenance screen is used to build and maintain the Purpose Codes that correspond to this Purpose Table. Purposes Tables are used in Collection reports and processes to specify specific purposes to be included in processing.

 

Related Links

Click here for information on Purpose Code Maintenance.

 

Step by Step

 

1    Open the Purpose Tables window (TC> Maintenance> Purpose Tables). 

 

  • The Purpose Tables window displays all of the purpose tables that have been set up in the database.
  • Select a Purpose Tables and click DELETE to delete the selected Purpose Tables.
  • Select a Purpose Tables and click EDIT to edit the selected Purpose Tables. This will open the Purpose Tables Maintenance screen.
  • Click the Create Purpose Tables button to create a new Purpose Tables.

 

2    Create a Purpose Table. 

 

  • The Code field is used to enter a user-defined code to represent the Purpose Table.
  • The Description field is used to enter a description for the Purpose Table.
  • Click ADD DETAIL to add a purposed code to the Purpose Table.
    • This will open the Purpose Code Selection screen. Check the toggle next to each Purpose Code you would like to add to the table and click the Select button .
    • The Purpose Code and Description fields will populate based on the selected Purpose Codes.
    • Check the Print toggle to print Purpose Code totals for the installment/bill on the detail pages of the Payment/Balance report.
    • Check the Total toggle to print Purpose Code totals on the total pages of the Payment/Balance report.
  • Click the Save button to save the new Purpose Table.