Copying Election Percents

[TPAVP]

I have a call in to Corbel, but in the meantime, does anyone know if there is a way to copy election percents from one person to everyone else?? I have a client with about 250 participants and they need to have the same election percents keyed in their secondary allocation set because we are allocating forfeitures back to originating investments and from what Corbel has told me, this is the only way to make it happen.

The copy feature would be extremely helpful to us if there is a way to do it.

[Alan Simpson]

I don't know of a way to copy within Relius (Quantech). However, you could always use the CENSUS DER routine to import your allocation percentages from an ASCII file. All you would need to do is setup a spreadsheet with the SSNs of the individuals and the put the appropriate investment percentage in columns. You then setup a CENSUS DER routine that imports the Secondary allocation percentages.

[TPAVP]

That's true. I'd not thought of that. Thanks for the help.

[Guest boberlander]

What about the "Duplicate Current Field" option when manually entering census in DER?

[FAPInJax]

The Duplicate field should work very well. Just go into the first participant and enter an allocation percentage and choose to update ALL participants with the same allocation percentage.

[TPAVP]

That's what I did and it worked like a charm!! We are currently on 5.0 and Corbel told us yesterday that they have removed the Duplicate Current Field function on 6.0 and we will have to import them in to get it to work once we convert to 6.0. I hate to hear that!

[Guest boberlander]

That's odd that you heard that from Corbel. Because it is incorrect.

[TPAVP]

I'm glad to hear it. We received an e-mail from Corbel saying that "on Quantech version 6.0 the duplicate current field was removed due to allocation percents being done with dates now..". I didn't really understand that since we are on 6.0 yet. Maybe I misunderstood her, but at any rate, I'm glad it is there.