Guest arw Posted June 9, 2011 Share Posted June 9, 2011 Ok, so I have a print out from Relius that has the different Transaction types, the Transaction Code, SubCode and Expected Sign (+, -, None) to use when creating a transaction import file... now I just need to figure out how to take that and get Relius to do what I want. Can someone tell me how to add a Transcation SubCode to my transaction import file? I can't find it as a choice in the import/export setup area. So for example. I have a participant that received a distribution. So they have a Di Transaction. I want to change some of the distributions to show that they are hardship distributions (subcode 1) for example. I want to add this to my complete transaction import that includes my gains, contributions, distributions, etc. Is this possible? Link to comment Share on other sites More sharing options...
ACox Posted June 9, 2011 Share Posted June 9, 2011 Ok, so I have a print out from Relius that has the different Transaction types, the Transaction Code, SubCode and Expected Sign (+, -, None) to use when creating a transaction import file... now I just need to figure out how to take that and get Relius to do what I want. Can someone tell me how to add a Transcation SubCode to my transaction import file? I can't find it as a choice in the import/export setup area. So for example. I have a participant that received a distribution. So they have a Di Transaction. I want to change some of the distributions to show that they are hardship distributions (subcode 1) for example. I want to add this to my complete transaction import that includes my gains, contributions, distributions, etc. Is this possible? I am not sure that this is possible. I think you may need to use the DB viewer and a SQL script to accomplish these type changes. Link to comment Share on other sites More sharing options...
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