Change Suffix

Training Outline

Definition:

If an account needs to change a type, the system has a function that will assist in this process. For example, if a member initially signed up for a basic free checking, but now qualifies for an interest checking (that has a different account type), it is not necessary to close the current suffix to open a new one. The CHANGE SUFFIX function can be used for this transition.

Roles:

Navigations

Member Screen

Permissions

Member Screen –Change Account Suffix Member Screen – Edit (desired) Account

Reports Available:

Audit Log Full Report

Procedure

• Navigation: F12- Member Lookup
  

Enter the member’s account from the MEMBER LOOKUP.

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Change Suffix

In this example, the 65-00 will

be changed to a SD checking

account.

Highlight the 65-00 and use

the expanded view to see full

details of the account.

Select the option to

CHANGE SUFFIX

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Change Suffix

The CHANGE ACCOUNT SUFFIX box will appear. It will provide the CURRENT suffix and a drop down with all available ACCOUNT TYPES (for that type of account).

Use the drop down to select

the new Account Type.

The SEQUENCE will update based on if that account type already exists on the account, however it can be adjusted manually. Hit OK to complete

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Change Suffix

Confirm the account suffix

change. Hit YES to continue.

All distribution records and card

records will adjust to the new

suffix within the system with the

CHANGE SUFFIX function.

The account suffix has been

updated, however no other details

(on the expanded view) of the

account have changed. If any

changes need to occur on the

account, hit EDIT to manually

adjust. Typically, DIVD RATE CODE

and SERVICE FEE CODE are

updated. CU procedures should

indicate which information is

changed/updated.

August 2015    Page 4 of 4