Updating Membership and Account Reason Codes

Screen ID:  Screen Title:  Panel ID:

UACTCD-01 Maintain New/Closed Reason Codes 1614

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Access this screen by selecting Tool #902 Update Membership/Account Reason Codes.

Where is Reason Code data stored in the core?

If I update the Reason Code on an existing membership, does it also update the Open Reason Code on the base share account (-000) for that membership?

This screen is used to change a Reason Code that has been recorded on a membership or account.

• To change a Membership Reason Code - enter either an account base for a current membership (MASTER), or an account base and closed sequence number for a closed membership (MSHIST).

• To change an Account Reason Code - enter either an account base and suffix for a current account (MEMBERx), or an account base and suffix and closed sequence number for a closed account (ACHISTx).

Press Enter to refresh the screen. The previous reason code, if any, will be displayed. Simply enter the correct reason code (click the lookup button to see a list of your credit union's configured codes) and press Enter to save.

• Note that there is a separate opened reason code on the base share (-000) sub-account. Some dashboards may use that instead of the membership code, so to keep them in sync, after changing this code consider changing the code on the -000 suffix as well.

• To look up the sequence number for a closed membership, use Closed Members available from the initial Member Inquiry search screen. To look up the sequence number for a closed account, access the membership as usual in Member Inquiry, then use Closed on the main Member Inquiry screen.