Fixed Term Deposit, Account Type Form, Promotions

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AccountType, DFT, Promotions

Promotions

Basis	Description
Does not use Promotions	Select to not be able to use Promotions on the Deposits of this Account Type.
Using a Promotion is Optional	Select to optionally be able to use Promotions on the Account Type.
Must use a Promotion	Select and it will be mandatory to use a Promotion Deposits of this on the Account Type.

Parameter Set

Define the Parameter Set which is used to store Promotional User Defined data.

You should be very careful changing the Parameter Set once data has been entered into a Promotion.

Column	Description
Branch Range	Displays the branch/s that are valid for this promotion.
Broker Range	Displays the broker/s that are valid for this promotion.
CurrentA	Displays an unticked checkbox that the promotion has passed it's Stop Date.
CurrentB	Displays a ticked checkbox that the 'Open' promotion is current.
...	Drills down to the details of the promotion.
Code	The code for this promotion.
Description	The description of this promotion.
Start	The date that this promotion is valid from.
Stop	The date that this promotion is valid to.
Closed	Displays if this promotion is closed.
Dealer Range	Displays the dealer/s that are valid for this promotion.
Sub Brokers	Displays a ticked checkbox that sub brokers are also valid for this promotion.
Sub Dealers	Displays a ticked checkbox that sub dealers are also valid for this promotion.

Button Strip

Icon	Definition
	To add a new Promotion.
	To delete selected row(s).
	To duplicate the current row.
	To move the selected row(s) up.
	To move the selected row(s) down.
	To show only Promotions prior to their Stop Date.
	To show only 'Open' Promotions.
	To show/hide the preview pane window
	Save defaults for this grid

Related Topics

Promotions, Adding a New Promotion, Promotion Details