Contains instructions for including account in contribution investment processing.
Data Tag: AM.CIP/1
Data Format: Contains date that specifies when account begins participating in contribution processing.
Enter a date in this field designates account as eligible for Contribution Investment Processing.
Accepts any date.
Applies to the Account Processing action in the Contributions category of the Reports tab.
NOTE: If you enter a date equal to current posting date, the system checks transactions posted on the current date for eligible ROCs.
If you enter a date prior to posting date, the system checks transactions posted from the entered date through current posting date for eligible ROCs.
If you enter a date past the posting date, the Account Processing action does not search for eligible ROCs.
Data Tag: AM.CIP/2
Data Format: Contains the number for the model to apply to the ROC transactions identified as employee contributions.
Accepts a five-character alphanumeric from the Contribution Investment Model Table (function CMIT).
Applies to the Account Processing action in the Contributions category of the Reports tab.
Data Tag: AM.CIP/3
Data Format: Contains the number for the model to apply to the ROC transactions identified as employer contributions.
Accepts a five-character alphanumeric from the Contribution Investment Model Table (function CMIT).
Applies to the Account Processing action in the Contributions category of the Reports tab.
Cash For Credit (CC) Group
Account Master
Credit for Cash Group
Field
Name/Format
Description