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EMIS Fund Class Codes

The EMIS Fund Class Codes page stores and maintains fund class codes for the users' database. Fund class codes are used to organize funds in a simple yet specific catalog. On this page, users can add new fund class codes, update existing fund class codes, delete fund class codes and generate reports on selected fund class codes.

Menu Path: EMIS > All > EMIS Reference Tables > EMIS Fund Class Codes

Adding new record

  1. Select EMIS > All > EMIS Reference Tables > EMIS Fund Class Codes to display the EMIS Fund Class Codes page.

  2. Click Add New.

  3. In the appropriate Details section, complete the fields as needed. For details, refer to the Fields below.

  4. Click OK to save the record.

Updating current records

  1. Select EMIS > All > EMIS Reference Tables > EMIS Fund Class Codes to display the EMIS Fund Class Codes page.

  2. In the Search Criteria section, enter criteria identifying the records to list, and then click Find.

  3. In the List section, select the desired record, and then click OK.

  4. In the appropriate Details section, update the fields as desired. For details, refer to the Fields below.

  5. Click OK to save the record.

  6. Click Back to close the page.

Deleting a record

  1. Select EMIS > All > EMIS Reference Tables > EMIS Fund Class Codes to display the EMIS Fund Class Codes page.

  2. In the Search Criteria section, enter criteria identifying the records to list, and then click Find.

  3. In the List section, select the desired record.

  4. Click Delete.

  5. In the Confirmation dialog, click Yes.

Generating a record report

  1. Select EMIS > All > EMIS Reference Tables > EMIS Fund Class Codes to display the EMIS Fund Class Codes page.

  2. In the Search Criteria section, enter criteria identifying the records to list, and then click Find.

  3. In the List section, select the desired record.

  4. Click Print.

  5. In the Print window, specify how to generate the report, and then click OK. The report's default file name is ohetbl_fclass.

Fields

EMIS Fund Class Code Details

Field

Description

EMIS Fund Class Code

Single character classification for the fund class. The first initial of the fund class code description.

Description

Description of the fund class code. Character/25

Fund Number

Three digit code to identify the Fund.

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