Account Type

 

The Account Type maintenance document is used to establish and maintain numeric codes and textual description values which are stored in database tables.  This data serves as reference information that is made available for display and selection in various areas of the system, including other e-docs.  Account Type codes are used by institutions to enter award information.

Document Layout

Figure 1210 Account Type Maintenance Document Example Layout

Edit Account Type Section

The Edit Account Type section of the Account Type maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

Table 675 Account Type Maintenance Document - Edit Account Type Section Field Descriptions

Field	Description
Account Type Code	Enter a numeric value to uniquely identify the Account Type in the system.
Description	Enter a textual name for the Account Type as it is commonly referred to.  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.

Examples

Figure 1211 Account Type Maintenance Document Example Values

Common Features

This maintenance document includes the following features that are common to most KC maintenance documents:

Table 676 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component	Cross-Reference Links To Usage Instructions
Document Header	For more information, see “Header Area” in E-Doc Fundamentals.
Document Overview Section	For more information, see “Document Overview” on page 93 in Common E-Doc Tabbed Sections.
Notes and Attachments Section	For more information, see “Notes and Attachments” on page 94 in Common E-Doc Tabbed Sections.
Ad Hoc Recipients Section	For more information, see “Ad Hoc Recipients” on page 96 in Common E-Doc Tabbed Sections.
Route Log Section	For more information, see “Route Log” on page 97 in Common E-Doc Tabbed Sections.
Action Buttons	For more information, see  “Action Buttons” on page 71 in Selection, Entry and Action Tools.

Process

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” in the Overview section.