Bond Type Code Table¶
This code table populates drop-down lists that can be found in the designated snap-ins of the following session types:
Session | Snap-In | List |
---|---|---|
Case | Bond Management | Bonds | Type |
Finding the Bond Type Code Table¶
- In the Administrative Tools group of the Explorer toolbar, click System Administration.
- Select Code Tables | Financials | Bonds. The Bond Type code table is displayed in the Bond Type snap-in.
Tip: To access this code table through the Code Tables link in the Administrative Tools group rather than the System Administration link in the same group, click ctblBondType.
Creating Bond Type Codes¶
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Add a new record.
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Select or type all required and relevant data for each available field. Some fields may be required while others are not.
- Code: Type a brief, unique code used to reference the corresponding item description.
- Description: Type a description that the user will view in the lists populated by this code table.
- Default Collecting Agency (Account Owner's Only): Select the correct collecting agency for the bond type. Tip: If you wish to only track certain types of bonds without collecting on them, leave this field blank.
- Default Percent: Type the default percent of the bond type that will have to be paid for release.
- Notes: Type any related notes in this free-text field.
- Activation Date: Type or select the date from which the code will be in use.
- Expiration Date: Type or select the date upon which the code will become inactive.
- Save the session